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Genesis Private Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Genesis Private Wealth’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 		$283K Buy
3,631
+112
+3% +$8.74K 0.08% 139
2026
Q1 		$276K Buy
3,519
+315
+10% +$24.8K 0.09% 139
2025
Q4 		$252K Buy
3,204
+322
+11% +$25.4K 0.08% 146
2025
Q3 		$227K Buy
2,882
+136
+5% +$10.7K 0.1% 133
2025
Q2 		$216K Buy
2,746
+3
+0.1% +$235 0.1% 140
2025
Q1 		$215K Buy
+2,743
New +$213K 0.11% 132

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Genesis Private Wealth's BSV Position: Q2 2026 in Review

Genesis Private Wealth increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.2% in Q2 2026, buying an estimated $8.74K and bringing the position to 3,631 shares worth $283K. The position accounts for 0.08% of the portfolio, ranked #139.

Genesis Private Wealth first reported a position in BSV in Q1 2025 and has held it in 6 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Genesis Private Wealth held 3,631 shares of Vanguard Short-Term Bond ETF worth $283K as of Q2 2026.
  • Genesis Private Wealth bought 112 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $8.74K.
  • Vanguard Short-Term Bond ETF made up 0.08% of Genesis Private Wealth's portfolio in Q2 2026, its #139 holding.
  • Genesis Private Wealth first reported a position in Vanguard Short-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.