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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
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 		$3.17M 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 Sell
28,532
-153,114
-84% -$12.2M 3.07% 6
2016
Q4 		$1.7M Buy
+181,646
New +$14.5M 2.32% 6

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Legacy Advisors's BSV Position: Q2 2026 in Review

Legacy Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 16% in Q2 2026, buying an estimated $112K and bringing the position to 10,648 shares worth $830K. The position accounts for 0.08% of the portfolio, ranked #138.

Legacy Advisors first reported a position in BSV in Q4 2016 and has held it in 13 quarters since. The position peaked at $6.16M in Q1 2019. 466 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Legacy Advisors held 10,648 shares of Vanguard Short-Term Bond ETF worth $830K as of Q2 2026.
  • Legacy Advisors bought 1,438 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $112K.
  • Vanguard Short-Term Bond ETF made up 0.08% of Legacy Advisors's portfolio in Q2 2026, its #138 holding.
  • Legacy Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and has held it in 13 quarters since.
  • Legacy Advisors's Vanguard Short-Term Bond ETF position peaked at $6.16M in Q1 2019.
  • 466 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.