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Laurel Wealth Advisors (North Carolina)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-831
Closed -$65.5K – 258
2025
Q4 		$65.5K Buy
+831
New +$65.6K 0.01% 295
2025
Q2 		– Sell
-831
Closed -$65.1K – 258
2025
Q1 		$65.1K Hold
831
– – 0.01% 277
2024
Q4 		$64.2K Sell
831
-120
-13% -$9.31K 0.01% 283
2024
Q3 		$74.8K Hold
951
– – 0.01% 268
2024
Q2 		$72.9K Hold
951
– – 0.01% 260
2024
Q1 		$72.9K Sell
951
-11
-1% -$844 0.01% 263
2023
Q4 		$74.1K Sell
962
-520
-35% -$39.4K 0.01% 250
2023
Q3 		$111K Hold
1,482
– – 0.02% 212
2023
Q2 		$112K Hold
1,482
– – 0.02% 216
2023
Q1 		$113K Sell
1,482
-249
-14% -$18.9K 0.02% 210
2022
Q4 		$130K Hold
1,731
– – 0.03% 186
2022
Q3 		$130K Hold
1,731
– – 0.03% 185
2022
Q2 		$133K Hold
1,731
– – 0.03% 186
2022
Q1 		$135K Hold
1,731
– – 0.03% 199
2021
Q4 		$140K Sell
1,731
-218
-11% -$17.7K 0.03% 190
2021
Q3 		$160K Buy
1,949
+1,211
+164% +$99.5K 0.04% 180
2021
Q2 		$61K Buy
+738
New +$60.7K 0.01% 260
2020
Q1 		– Sell
-140
Closed -$11K – 520
2019
Q4 		$11K Buy
+140
New +$11.3K ﹤0.01% 386
2019
Q3 		– Sell
-390
Closed -$31K – 515
2019
Q2 		$31K Buy
+390
New +$31.1K 0.01% 280

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Laurel Wealth Advisors (North Carolina)'s BSV Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 831 shares — an estimated $65.5K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in BSV in Q2 2019 and held it in 19 quarters. The position peaked at $160K in Q3 2021. 1,338 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 831 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $65.5K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Vanguard Short-Term Bond ETF in Q2 2019 and held it in 19 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Vanguard Short-Term Bond ETF position peaked at $160K in Q3 2021.
  • 1,338 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.