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 Q3	$1.53M	Buy	20,079 +2,026	+11%	+$157K	1.17%	19
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

AIA

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CPA

Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Legacy Solutions LLC's BSV Position: Q3 2026 in Review

Legacy Solutions LLC increased its Vanguard Short-Term Bond ETF (BSV) stake by 11% in Q3 2026, buying an estimated $157K and bringing the position to 20,079 shares worth $1.53M. The position accounts for 1.17% of the portfolio, ranked #19.

Legacy Solutions LLC first reported a position in BSV in Q4 2024 and has held it in 8 quarters since. 167 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Legacy Solutions LLC held 20,079 shares of Vanguard Short-Term Bond ETF worth $1.53M as of Q3 2026.
Legacy Solutions LLC bought 2,026 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $157K.
Vanguard Short-Term Bond ETF made up 1.17% of Legacy Solutions LLC's portfolio in Q3 2026, its #19 holding.
Legacy Solutions LLC first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 8 quarters since.
167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.