GC Wealth Management RIA’s Vanguard Short-Term Bond ETF BSV Stock Holding History

GC Wealth Management RIA’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$815K	Sell	10,457 -54	-0.5%	-$4.21K	0.05%	259
2026 Q1	$824K	Buy	10,511 +287	+3%	+$22.6K	0.03%	267
2025 Q4	$806K	Buy	10,224 +1,587	+18%	+$125K	0.03%	266
2025 Q3	$682K	Sell	8,637 -63	-0.7%	-$4.95K	0.02%	453
2025 Q2	$685K	Sell	8,700 -51	-0.6%	-$3.99K	0.06%	267
2025 Q1	$685K	Buy	+8,751	New	+$679K	0.13%	144

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

GC Wealth Management RIA's BSV Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.51% in Q2 2026, selling an estimated $4.21K and leaving 10,457 shares worth $815K. The position accounts for 0.05% of the portfolio, ranked #259.

GC Wealth Management RIA first reported a position in BSV in Q1 2025 and has held it in 6 quarters since. The position peaked at $824K in Q1 2026. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

GC Wealth Management RIA held 10,457 shares of Vanguard Short-Term Bond ETF worth $815K as of Q2 2026.
GC Wealth Management RIA sold 54 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $4.21K.
Vanguard Short-Term Bond ETF made up 0.05% of GC Wealth Management RIA's portfolio in Q2 2026, its #259 holding.
GC Wealth Management RIA first reported a position in Vanguard Short-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
GC Wealth Management RIA's Vanguard Short-Term Bond ETF position peaked at $824K in Q1 2026.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.