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

Legacy Solutions LLC’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	$1.41M	Buy	18,053 +1,794	+11%	+$140K	1.14%	21
2026 Q1	$1.27M	Buy	16,259 +1,340	+9%	+$106K	1.18%	18
2025 Q4	$1.18M	Buy	14,919 +96	+0.6%	+$7.57K	1.03%	20
2025 Q3	$1.17M	Buy	14,823 +286	+2%	+$22.5K	1.05%	19
2025 Q2	$1.14M	Buy	14,537 +1	+0%	+$78	1.1%	18
2025 Q1	$1.14M	Buy	14,536 +831	+6%	+$64.5K	1.25%	18
2024 Q4	$1.06M	Buy	+13,705	New	+$1.06M	1.15%	18

Other funds holding BSV

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return