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Greenup Street Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Greenup Street Wealth 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 		$31.3M Buy
401,299
+398,249
+13,057% +$31.1M 3.81% 7
2026
Q1 		$239K Buy
+3,050
New +$240K 0.03% 120
2025
Q1 		– Sell
-3,329
Closed -$257K – 99
2024
Q4 		$257K Hold
3,329
– – 0.05% 87
2024
Q3 		$262K Hold
3,329
– – 0.05% 79
2024
Q2 		$255K Sell
3,329
-1
-0% -$76 0.06% 75
2024
Q1 		$255K Sell
3,330
-2,466
-43% -$189K 0.06% 75
2023
Q4 		$446K Sell
5,796
-50,575
-90% -$3.83M 0.12% 62
2023
Q3 		$4.24M Sell
56,371
-6,876
-11% -$518K 1.38% 16
2023
Q2 		$4.78M Sell
63,247
-24,312
-28% -$1.85M 1.31% 22
2023
Q1 		$6.7M Sell
87,559
-26,230
-23% -$1.99M 2.35% 8
2022
Q4 		$8.57M Sell
113,789
-1,297
-1% -$97.3K 3.57% 5
2022
Q3 		$8.61M Buy
115,086
+28,354
+33% +$2.17M 3.88% 6
2022
Q2 		$6.66M Buy
86,732
+38,640
+80% +$2.98M 3.13% 8
2022
Q1 		$3.75M Buy
48,092
+21,930
+84% +$1.74M 2.07% 14
2021
Q4 		$2.12M Buy
+26,162
New +$2.13M 1.24% 26

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenup Street Wealth Management's BSV Position: Q2 2026 in Review

Greenup Street Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 13,057% in Q2 2026, buying an estimated $31.1M and bringing the position to 401,299 shares worth $31.3M. The position accounts for 3.81% of the portfolio, ranked #7.

Greenup Street Wealth Management first reported a position in BSV in Q4 2021 and has held it in 15 quarters since. 928 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Greenup Street Wealth Management held 401,299 shares of Vanguard Short-Term Bond ETF worth $31.3M as of Q2 2026.
  • Greenup Street Wealth Management bought 398,249 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $31.1M.
  • Vanguard Short-Term Bond ETF made up 3.81% of Greenup Street Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Greenup Street Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • 928 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.