Krilogy Financial’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Krilogy Financial’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	$801K	Buy	10,284 +187	+2%	+$14.6K	0.02%	465
2026 Q1	$791K	Buy	10,097 +5,180	+105%	+$408K	0.03%	435
2025 Q4	$388K	Sell	4,917 -63	-1%	-$4.97K	0.01%	643
2025 Q3	$392K	Buy	+4,980	New	+$392K	0.01%	598
2022 Q2	–	Sell	-2,585	Closed	-$201K	–	314
2022 Q1	$201K	Sell	2,585 -709	-22%	-$56.3K	0.02%	299
2021 Q4	$266K	Buy	3,294 +11	+0.3%	+$895	0.03%	240
2021 Q3	$269K	Sell	3,283 -28	-0.8%	-$2.3K	0.03%	237
2021 Q2	$272K	Buy	3,311 +182	+6%	+$15K	0.03%	233
2021 Q1	$257K	Buy	3,129 +92	+3%	+$7.59K	0.03%	232
2020 Q4	$252K	Sell	3,037 -3,351	-52%	-$278K	0.03%	226
2020 Q3	$531K	Buy	6,388 +515	+9%	+$42.8K	0.07%	157
2020 Q2	$488K	Buy	+5,873	New	+$486K	0.07%	155
2020 Q1	–	Sell	-2,497	Closed	-$201K	–	198
2019 Q4	$201K	Buy	+2,497	New	+$202K	0.03%	190
2018 Q4	–	Sell	-1,026	Closed	-$80K	–	205
2018 Q3	$80K	Buy	+1,026	New	+$80.2K	0.02%	250
2018 Q2	–	Sell	-1,016	Closed	-$80K	–	219
2018 Q1	$80K	Buy	1,016 +3	+0.3%	+$236	0.02%	264
2017 Q4	$80K	Sell	1,013 -2,277	-69%	-$181K	0.02%	263
2017 Q3	$263K	Sell	3,290 -351	-10%	-$28.1K	0.07%	135
2017 Q2	$291K	Sell	3,641 -1,629	-31%	-$130K	0.08%	99
2017 Q1	$419K	Hold	5,270	–	–	0.13%	77
2016 Q4	$419K	Sell	5,270 -8,003	-60%	-$640K	0.13%	77
2016 Q3	$1.07M	Buy	13,273 +176	+1%	+$14.2K	0.34%	41
2016 Q2	$1.06M	Buy	13,097 +533	+4%	+$43K	0.37%	45
2016 Q1	$1.01M	Buy	+12,564	New	+$1.01M	0.42%	37

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

Krilogy Financial's BSV Position: Q2 2026 in Review

Krilogy Financial increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.9% in Q2 2026, buying an estimated $14.6K and bringing the position to 10,284 shares worth $801K. The position accounts for 0.02% of the portfolio, ranked #465.

Krilogy Financial first reported a position in BSV in Q1 2016 and has held it in 23 quarters since. The position peaked at $1.07M in Q3 2016. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Krilogy Financial held 10,284 shares of Vanguard Short-Term Bond ETF worth $801K as of Q2 2026.
Krilogy Financial bought 187 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $14.6K.
Vanguard Short-Term Bond ETF made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #465 holding.
Krilogy Financial first reported a position in Vanguard Short-Term Bond ETF in Q1 2016 and has held it in 23 quarters since.
Krilogy Financial's Vanguard Short-Term Bond ETF position peaked at $1.07M in Q3 2016.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.