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GWN Securities’s Vanguard Short-Term Bond ETF BSV Stock Holding History

GWN Securities’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 		$232K Buy
+2,972
New +$232K 0.04% 453
2025
Q3 		– Sell
-2,948
Closed -$233K – 395
2025
Q2 		$233K Sell
2,948
-10,754
-78% -$841K 0.04% 345
2025
Q1 		$1.07M Buy
+13,702
New +$1.06M 0.06% 291

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

GWN Securities's BSV Position: Q2 2026 in Review

GWN Securities opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 2,972 shares worth $232K. The stake represents 0.04% of the portfolio and ranks #453 among its holdings. This is a return to the name: GWN Securities previously reported a position in BSV as recently as Q2 2025.

GWN Securities first reported a position in BSV in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.07M in Q1 2025. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • GWN Securities held 2,972 shares of Vanguard Short-Term Bond ETF worth $232K as of Q2 2026.
  • Vanguard Short-Term Bond ETF was a new GWN Securities position in Q2 2026.
  • Vanguard Short-Term Bond ETF made up 0.04% of GWN Securities's portfolio in Q2 2026, its #453 holding.
  • GWN Securities first reported a position in Vanguard Short-Term Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • GWN Securities's Vanguard Short-Term Bond ETF position peaked at $1.07M in Q1 2025.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.