Legacy Advisors
BSV icon

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

Legacy 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
Q3 		$1.89M Buy
24,790
+14,142
+133% +$1.09M 0.18% 65
2026
Q2 		$830K Buy
10,648
+1,438
+16% +$112K 0.08% 138
2026
Q1 		$722K Buy
+9,210
New +$725K 0.09% 127
2023
Q1 		– Sell
-78,384
Closed -$5.9M – 257
2022
Q4 		$5.9M Buy
+78,384
New +$5.88M 1.08% 13
2019
Q3 		– Sell
-143
Closed -$12K – 142
2019
Q2 		$12K Sell
143
-77,217
-100% -$6.16M 0.01% 291
2019
Q1 		$6.16M Buy
77,360
+24,383
+46% +$1.92M 2% 12
2018
Q4 		$4.16M Sell
52,977
-6,063
-10% -$473K 3.16% 6
2018
Q3 		$4.61M Buy
+59,040
New +$4.61M 2.27% 8
2018
Q2 		– Sell
-63,627
Closed -$4.98M – 416
2018
Q1 		$4.98M Buy
63,627
+15,376
+32% +$1.21M 3.68% 5
2017
Q4 		$3.82M Buy
48,251
+8,592
+22% +$683K 3.72% 8
2017
Q3 		$3.16M Buy
39,659
+5,354
+16% +$428K 3.53% 7
2017
Q2 		$2.74M Buy
34,305
+5,773
+20% +$461K 3.5% 6
2017
Q1 		$2.27M Buy
28,532
+7,160
+34% +$570K 3.07% 6
2016
Q4 		$1.7M Buy
+21,372
New +$1.71M 2.32% 6

Other funds holding BSV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Legacy Advisors's BSV Position: Q3 2026 in Review

Legacy Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 133% in Q3 2026, buying an estimated $1.09M and bringing the position to 24,790 shares worth $1.89M. The position accounts for 0.18% of the portfolio, ranked #65.

Legacy Advisors first reported a position in BSV in Q4 2016 and has held it in 14 quarters since. The position peaked at $6.16M in Q1 2019. 895 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Legacy Advisors held 24,790 shares of Vanguard Short-Term Bond ETF worth $1.89M as of Q3 2026.
  • Legacy Advisors bought 14,142 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $1.09M.
  • Vanguard Short-Term Bond ETF made up 0.18% of Legacy Advisors's portfolio in Q3 2026, its #65 holding.
  • Legacy Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and has held it in 14 quarters since.
  • Legacy Advisors's Vanguard Short-Term Bond ETF position peaked at $6.16M in Q1 2019.
  • 895 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.