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

Legacy Financial 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 		$804K Sell
10,315
-1,041
-9% -$81.2K 0.1% 161
2026
Q1 		$890K Buy
11,356
+3,722
+49% +$293K 0.12% 149
2025
Q4 		$602K Buy
+7,634
New +$602K 0.08% 198
2018
Q1 		– Sell
-103
Closed -$8K – 822
2017
Q4 		$8K Buy
+103
New +$8.18K ﹤0.01% 523

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

Legacy Financial Advisors's BSV Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 9.2% in Q2 2026, selling an estimated $81.2K and leaving 10,315 shares worth $804K. The position accounts for 0.1% of the portfolio, ranked #161.

Legacy Financial Advisors first reported a position in BSV in Q4 2017 and has held it in 4 quarters since. The position peaked at $890K in Q1 2026. 1,360 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Legacy Financial Advisors held 10,315 shares of Vanguard Short-Term Bond ETF worth $804K as of Q2 2026.
  • Legacy Financial Advisors sold 1,041 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $81.2K.
  • Vanguard Short-Term Bond ETF made up 0.1% of Legacy Financial Advisors's portfolio in Q2 2026, its #161 holding.
  • Legacy Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and has held it in 4 quarters since.
  • Legacy Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $890K in Q1 2026.
  • 1,360 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.