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Lighthouse Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Lighthouse Wealth Management’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 		$824K Buy
10,582
+643
+6% +$50.2K 0.51% 30
2026
Q1 		$779K Buy
9,939
+416
+4% +$32.8K 0.53% 30
2025
Q4 		$751K Sell
9,523
-224
-2% -$17.7K 0.51% 28
2025
Q3 		$769K Sell
9,747
-616
-6% -$48.4K 0.62% 28
2025
Q2 		$816K Sell
10,363
-836
-7% -$65.4K 0.71% 26
2025
Q1 		$877K Sell
11,199
-825
-7% -$64K 0.8% 19
2024
Q4 		$929K Buy
+12,024
New +$933K 0.85% 20

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

Lighthouse Wealth Management's BSV Position: Q2 2026 in Review

Lighthouse Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 6.5% in Q2 2026, buying an estimated $50.2K and bringing the position to 10,582 shares worth $824K. The position accounts for 0.51% of the portfolio, ranked #30.

Lighthouse Wealth Management first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $929K in Q4 2024. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Lighthouse Wealth Management held 10,582 shares of Vanguard Short-Term Bond ETF worth $824K as of Q2 2026.
  • Lighthouse Wealth Management bought 643 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $50.2K.
  • Vanguard Short-Term Bond ETF made up 0.51% of Lighthouse Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Lighthouse Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Lighthouse Wealth Management's Vanguard Short-Term Bond ETF position peaked at $929K in Q4 2024.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Lighthouse Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.