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Guardian Wealth Advisors (North Carolina)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		– Sell
-332
Closed -$26K – 398
2026
Q1 		$26K Buy
+332
New +$26.1K ﹤0.01% 489
2025
Q3 		– Sell
-152
Closed -$12K – 368
2025
Q2 		$12K Sell
152
-48
-24% -$3.75K ﹤0.01% 472
2025
Q1 		$15.7K Sell
200
-192
-49% -$14.9K ﹤0.01% 443
2024
Q4 		$30.3K Sell
392
-708
-64% -$54.9K ﹤0.01% 393
2024
Q3 		$86.6K Hold
1,100
– – 0.01% 290
2024
Q2 		$84.4K Hold
1,100
– – 0.01% 282
2024
Q1 		$84.3K Sell
1,100
-481
-30% -$36.9K 0.01% 292
2023
Q4 		$121K Hold
1,581
– – 0.02% 261
2023
Q3 		$119K Hold
1,581
– – 0.02% 254
2023
Q2 		$119K Buy
1,581
+1,100
+229% +$83.8K 0.02% 243
2023
Q1 		$36.8K Hold
481
– – 0.01% 290
2022
Q4 		$36.2K Sell
481
-11
-2% -$825 0.01% 272
2022
Q3 		$37K Sell
492
-1,107
-69% -$84.6K 0.01% 246
2022
Q2 		$123K Buy
1,599
+1,498
+1,483% +$115K 0.02% 197
2022
Q1 		$8K Hold
101
– – ﹤0.01% 218
2021
Q4 		$8K Buy
+101
New +$8.21K ﹤0.01% 209

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

Guardian Wealth Advisors (North Carolina)'s BSV Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2026, closing a stake of 332 shares — an estimated $26K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in BSV in Q4 2021 and held it in 16 quarters. The position peaked at $123K in Q2 2022. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 332 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $26K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 16 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Vanguard Short-Term Bond ETF position peaked at $123K in Q2 2022.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.