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

Legacy Advisory Services’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	-5,715	Closed	-$450K	–	53
2025 Q4	$450K	Buy	5,715 +75	+1%	+$5.92K	0.34%	32
2025 Q3	$445K	Buy	5,640 +54	+1%	+$4.25K	0.34%	33
2025 Q2	$440K	Buy	5,586 +54	+1%	+$4.22K	0.35%	32
2025 Q1	$433K	Buy	5,532 +1,723	+45%	+$134K	0.37%	33
2024 Q4	$294K	Buy	3,809 +45	+1%	+$3.49K	0.25%	46
2024 Q3	$296K	Buy	3,764 +32	+0.9%	+$2.49K	0.25%	47
2024 Q2	$286K	Buy	3,732 +30	+0.8%	+$2.29K	0.26%	44
2024 Q1	$284K	Buy	3,702 +19	+0.5%	+$1.46K	0.27%	44
2023 Q4	$284K	Buy	+3,683	New	+$279K	0.3%	42

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Advisory Services's BSV Position: Q1 2026 in Review

Legacy Advisory Services sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 5,715 shares — an estimated $450K sold.

Legacy Advisory Services first reported a position in BSV in Q4 2023 and held it in 9 quarters. The position peaked at $450K in Q4 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Legacy Advisory Services reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Legacy Advisory Services sold 5,715 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $450K.
Legacy Advisory Services first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and held it in 9 quarters.
Legacy Advisory Services's Vanguard Short-Term Bond ETF position peaked at $450K in Q4 2025.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Legacy Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.