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

Legacy Bridge’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	$3.9K	Hold	50	–	–	﹤0.01%	299
2026 Q1	$3.92K	Hold	50	–	–	﹤0.01%	292
2025 Q4	$3.94K	Hold	50	–	–	﹤0.01%	374
2025 Q3	$3.95K	Hold	50	–	–	﹤0.01%	278
2025 Q2	$3.94K	Hold	50	–	–	﹤0.01%	270
2025 Q1	$3.91K	Hold	50	–	–	﹤0.01%	262
2024 Q4	$3.86K	Hold	50	–	–	﹤0.01%	279
2024 Q3	$3.94K	Hold	50	–	–	﹤0.01%	278
2024 Q2	$3.83K	Hold	50	–	–	﹤0.01%	271
2024 Q1	$3.83K	Hold	50	–	–	﹤0.01%	300
2023 Q4	$3.85K	Hold	50	–	–	﹤0.01%	279
2023 Q3	$3.76K	Hold	50	–	–	﹤0.01%	276
2023 Q2	$3.78K	Hold	50	–	–	﹤0.01%	279
2023 Q1	$3.83K	Hold	50	–	–	﹤0.01%	282
2022 Q4	$3.76K	Hold	50	–	–	﹤0.01%	289
2022 Q3	$4K	Hold	50	–	–	﹤0.01%	269
2022 Q2	$4K	Hold	50	–	–	﹤0.01%	278
2022 Q1	$4K	Hold	50	–	–	﹤0.01%	290
2021 Q4	$4K	Hold	50	–	–	﹤0.01%	299
2021 Q3	$4K	Hold	50	–	–	﹤0.01%	290
2021 Q2	$4K	Hold	50	–	–	﹤0.01%	280
2021 Q1	$4K	Hold	50	–	–	﹤0.01%	282
2020 Q4	$4K	Hold	50	–	–	﹤0.01%	281
2020 Q3	$4K	Hold	50	–	–	﹤0.01%	276
2020 Q2	$4K	Hold	50	–	–	﹤0.01%	278
2020 Q1	$4K	Hold	50	–	–	0.01%	269
2019 Q4	$4K	Hold	50	–	–	﹤0.01%	274
2019 Q3	$4K	Hold	50	–	–	﹤0.01%	273
2019 Q2	$4K	Hold	50	–	–	﹤0.01%	292
2019 Q1	$4K	Hold	50	–	–	﹤0.01%	300
2018 Q4	$4K	Buy	+50	New	+$3.9K	﹤0.01%	216

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

Legacy Bridge's BSV Position: Q2 2026 in Review

Legacy Bridge held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 50 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Legacy Bridge first reported a position in BSV in Q4 2018 and has held it in 31 quarters since. The position peaked at $4K in Q3 2022. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Legacy Bridge held 50 shares of Vanguard Short-Term Bond ETF worth $3.9K as of Q2 2026.
Legacy Bridge left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Legacy Bridge's portfolio in Q2 2026, its #299 holding.
Legacy Bridge first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 31 quarters since.
Legacy Bridge's Vanguard Short-Term Bond ETF position peaked at $4K in Q3 2022.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.