HCR Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

HCR Wealth Advisors’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	$508K	Buy	6,526 +14	+0.2%	+$1.09K	0.05%	158
2026 Q1	$511K	Sell	6,512 -2,032	-24%	-$160K	0.05%	150
2025 Q4	$673K	Buy	8,544 +18	+0.2%	+$1.42K	0.07%	133
2025 Q3	$672K	Buy	8,526 +586	+7%	+$46.1K	0.07%	128
2025 Q2	$625K	Hold	7,940	–	–	0.07%	126
2025 Q1	$622K	Hold	7,940	–	–	0.08%	125
2024 Q4	$614K	Hold	7,940	–	–	0.08%	123
2024 Q3	$625K	Hold	7,940	–	–	0.08%	125
2024 Q2	$609K	Sell	7,940 -248	-3%	-$18.9K	0.09%	120
2024 Q1	$628K	Sell	8,188 -1,060	-11%	-$81.3K	0.1%	118
2023 Q4	$712K	Buy	9,248 +1,420	+18%	+$107K	0.11%	106
2023 Q3	$588K	Sell	7,828 -1,348	-15%	-$102K	0.13%	97
2023 Q2	$693K	Hold	9,176	–	–	0.13%	95
2023 Q1	$702K	Sell	9,176 -152	-2%	-$11.5K	0.14%	97
2022 Q4	$702K	Sell	9,328 -2,000	-18%	-$150K	0.15%	94
2022 Q3	$848K	Hold	11,328	–	–	0.18%	81
2022 Q2	$870K	Sell	11,328 -1,700	-13%	-$131K	0.17%	88
2022 Q1	$1.01M	Sell	13,028 -1,265	-9%	-$100K	0.17%	96
2021 Q4	$1.16M	Hold	14,293	–	–	0.18%	95
2021 Q3	$1.17M	Buy	14,293 +2,248	+19%	+$185K	0.2%	94
2021 Q2	$990K	Sell	12,045 -6,150	-34%	-$506K	0.17%	100
2021 Q1	$1.5M	Buy	18,195 +4,482	+33%	+$370K	0.3%	75
2020 Q4	$1.14M	Buy	13,713 +12,520	+1,049%	+$1.04M	0.24%	84
2020 Q3	$99K	Hold	1,193	–	–	0.02%	167
2020 Q2	$99K	Buy	+1,193	New	+$98.7K	0.02%	163

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HCR Wealth Advisors's BSV Position: Q2 2026 in Review

HCR Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.21% in Q2 2026, buying an estimated $1.09K and bringing the position to 6,526 shares worth $508K. The position accounts for 0.05% of the portfolio, ranked #158.

HCR Wealth Advisors first reported a position in BSV in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.5M in Q1 2021. 1,353 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

HCR Wealth Advisors held 6,526 shares of Vanguard Short-Term Bond ETF worth $508K as of Q2 2026.
HCR Wealth Advisors bought 14 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.09K.
Vanguard Short-Term Bond ETF made up 0.05% of HCR Wealth Advisors's portfolio in Q2 2026, its #158 holding.
HCR Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and has held it in 25 quarters since.
HCR Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $1.5M in Q1 2021.
1,353 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.