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GeoWealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

GeoWealth Management’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 		$321K Buy
4,123
+133
+3% +$10.4K 0.01% 630
2026
Q1 		$313K Sell
3,990
-63
-2% -$4.96K 0.01% 593
2025
Q4 		$319K Sell
4,053
-3,013
-43% -$238K 0.01% 549
2025
Q3 		$558K Buy
7,066
+6,608
+1,443% +$520K 0.02% 423
2025
Q2 		$36K Buy
458
+421
+1,138% +$32.9K ﹤0.01% 989
2025
Q1 		$2.9K Sell
37
-73
-66% -$5.67K ﹤0.01% 1022
2024
Q4 		$8.5K Sell
110
-2,446
-96% -$190K ﹤0.01% 1503
2024
Q3 		$201K Sell
2,556
-50,190
-95% -$3.91M 0.01% 718
2024
Q2 		$4.05M Sell
52,746
-14,912
-22% -$1.14M 0.18% 88
2024
Q1 		$5.19M Buy
67,658
+21,028
+45% +$1.61M 0.2% 89
2023
Q4 		$3.59M Buy
46,630
+8,874
+24% +$672K 0.3% 76
2023
Q3 		$2.84M Sell
37,756
-1,823
-5% -$137K 0.32% 78
2023
Q2 		$2.99M Sell
39,579
-32,284
-45% -$2.46M 0.32% 64
2023
Q1 		$5.5M Buy
71,863
+5,870
+9% +$445K 0.64% 31
2022
Q4 		$4.97M Buy
65,993
+15,085
+30% +$1.13M 0.53% 40
2022
Q3 		$3.81M Buy
50,908
+380
+0.8% +$29K 0.42% 52
2022
Q2 		$3.88M Buy
50,528
+38,964
+337% +$3M 0.52% 49
2022
Q1 		$901K Sell
11,564
-1,502
-11% -$119K 0.08% 157
2021
Q4 		$1.05M Sell
13,066
-19,601
-60% -$1.59M 0.09% 146
2021
Q3 		$2.68M Sell
32,667
-28,676
-47% -$2.36M 0.22% 98
2021
Q2 		$5.04M Buy
61,343
+2,021
+3% +$166K 0.64% 44
2021
Q1 		$4.88M Buy
59,322
+520
+0.9% +$42.9K 0.76% 37
2020
Q4 		$4.87M Sell
58,802
-25,564
-30% -$2.12M 0.78% 36
2020
Q3 		$6.99M Buy
84,366
+23,973
+40% +$1.99M 2.11% 9
2020
Q2 		$5.02M Buy
+60,393
New +$4.99M 2.08% 14
2019
Q4 		– Sell
-112,067
Closed -$9.05M – 116
2019
Q3 		$9.05M Buy
+112,067
New +$9.04M 2.04% 12

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

GeoWealth Management's BSV Position: Q2 2026 in Review

GeoWealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.3% in Q2 2026, buying an estimated $10.4K and bringing the position to 4,123 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #630.

GeoWealth Management first reported a position in BSV in Q3 2019 and has held it in 26 quarters since. The position peaked at $9.05M in Q3 2019. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • GeoWealth Management held 4,123 shares of Vanguard Short-Term Bond ETF worth $321K as of Q2 2026.
  • GeoWealth Management bought 133 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $10.4K.
  • Vanguard Short-Term Bond ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #630 holding.
  • GeoWealth Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2019 and has held it in 26 quarters since.
  • GeoWealth Management's Vanguard Short-Term Bond ETF position peaked at $9.05M in Q3 2019.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.