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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
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 $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Financial Advisors's BSV Position: Q1 2026 in Review

Legacy Financial Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 49% in Q1 2026, buying an estimated $293K and bringing the position to 11,356 shares worth $890K. The position accounts for 0.12% of the portfolio, ranked #149.

Legacy Financial Advisors first reported a position in BSV in Q4 2017 and has held it in 3 quarters since. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Legacy Financial Advisors held 11,356 shares of Vanguard Short-Term Bond ETF worth $890K as of Q1 2026.
  • Legacy Financial Advisors bought 3,722 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $293K.
  • Vanguard Short-Term Bond ETF made up 0.12% of Legacy Financial Advisors's portfolio in Q1 2026, its #149 holding.
  • Legacy Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and has held it in 3 quarters since.
  • 1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.