Insigneo Advisory Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Insigneo Advisory Services’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 Q1	–	Sell	-8,133	Closed	-$641K	–	761
2025 Q4	$641K	Buy	+8,133	New	+$642K	0.05%	302

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Insigneo Advisory Services's BSV Position: Q1 2026 in Review

Insigneo Advisory Services sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 8,133 shares — an estimated $641K sold.

Insigneo Advisory Services first reported a position in BSV in Q4 2025 and held it in 1 quarter. The position peaked at $641K in Q4 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Insigneo Advisory Services reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Insigneo Advisory Services sold 8,133 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $641K.
Insigneo Advisory Services first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and held it in 1 quarter.
Insigneo Advisory Services's Vanguard Short-Term Bond ETF position peaked at $641K in Q4 2025.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.