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

Kingswood 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	$363K	Buy	4,657 +1,840	+65%	+$144K	0.01%	707
2026 Q1	$221K	Sell	2,817 -588	-17%	-$46.3K	0.01%	843
2025 Q4	$268K	Sell	3,405 -2,680	-44%	-$211K	0.01%	720
2025 Q3	$480K	Sell	6,085 -1,497	-20%	-$118K	0.03%	489
2025 Q2	$597K	Sell	7,582 -783	-9%	-$61.2K	0.05%	367
2025 Q1	$655K	Sell	8,365 -1,284	-13%	-$99.7K	0.06%	332
2024 Q4	$746K	Buy	9,649 +2,429	+34%	+$189K	0.06%	337
2024 Q3	$568K	Buy	7,220 +371	+5%	+$28.9K	0.04%	425
2024 Q2	$525K	Buy	6,849 +191	+3%	+$14.6K	0.05%	376
2024 Q1	$511K	Buy	6,658 +1,955	+42%	+$150K	0.06%	340
2023 Q4	$362K	Buy	+4,703	New	+$356K	0.04%	416

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

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

Kingswood Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 65% in Q2 2026, buying an estimated $144K and bringing the position to 4,657 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #707.

Kingswood Wealth Advisors first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $746K in Q4 2024. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Kingswood Wealth Advisors held 4,657 shares of Vanguard Short-Term Bond ETF worth $363K as of Q2 2026.
Kingswood Wealth Advisors bought 1,840 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $144K.
Vanguard Short-Term Bond ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #707 holding.
Kingswood Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $746K in Q4 2024.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.