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

Linscomb Wealth’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 		$402K Sell
5,154
-384
-7% -$30K 0.02% 240
2026
Q1 		$434K Sell
5,538
-14
-0.3% -$1.1K 0.02% 248
2025
Q4 		$438K Sell
5,552
-157
-3% -$12.4K 0.02% 234
2025
Q3 		$451K Buy
5,709
+210
+4% +$16.5K 0.02% 235
2025
Q2 		$433K Buy
5,499
+183
+3% +$14.3K 0.02% 241
2025
Q1 		$416K Buy
5,316
+921
+21% +$71.5K 0.02% 237
2024
Q4 		$340K Buy
4,395
+7
+0.2% +$543 0.02% 247
2024
Q3 		$345K Sell
4,388
-32
-0.7% -$2.49K 0.02% 241
2024
Q2 		$339K Sell
4,420
-1,263
-22% -$96.4K 0.02% 236
2024
Q1 		$436K Sell
5,683
-143
-2% -$11K 0.02% 222
2023
Q4 		$449K Sell
5,826
-902
-13% -$68.3K 0.02% 217
2023
Q3 		$506K Sell
6,728
-780
-10% -$58.8K 0.03% 209
2023
Q2 		$567K Sell
7,508
-4,186
-36% -$319K 0.03% 200
2023
Q1 		$894K Sell
11,694
-515
-4% -$39K 0.05% 172
2022
Q4 		$919K Sell
12,209
-1,872
-13% -$140K 0.05% 182
2022
Q3 		$1.05M Sell
14,081
-3,995
-22% -$305K 0.06% 153
2022
Q2 		$1.39M Buy
18,076
+1,411
+8% +$109K 0.08% 141
2022
Q1 		$1.3M Buy
16,665
+279
+2% +$22.1K 0.06% 165
2021
Q4 		$1.32M Buy
16,386
+2,060
+14% +$168K 0.06% 159
2021
Q3 		$1.17M Sell
14,326
-772
-5% -$63.4K 0.06% 156
2021
Q2 		$1.24M Buy
15,098
+12,588
+502% +$1.04M 0.06% 154
2021
Q1 		$206K Buy
+2,510
New +$207K 0.01% 318
2020
Q2 		– Sell
-3,895
Closed -$320K – 310
2020
Q1 		$320K Buy
3,895
+1,354
+53% +$110K 0.03% 316
2019
Q4 		$205K Buy
+2,541
New +$205K 0.01% 404

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 22.9% 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

Linscomb Wealth's BSV Position: Q2 2026 in Review

Linscomb Wealth reduced its Vanguard Short-Term Bond ETF (BSV) stake by 6.9% in Q2 2026, selling an estimated $30K and leaving 5,154 shares worth $402K. The position accounts for 0.02% of the portfolio, ranked #240.

Linscomb Wealth first reported a position in BSV in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.39M in Q2 2022. 1,363 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Linscomb Wealth held 5,154 shares of Vanguard Short-Term Bond ETF worth $402K as of Q2 2026.
  • Linscomb Wealth sold 384 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $30K.
  • Vanguard Short-Term Bond ETF made up 0.02% of Linscomb Wealth's portfolio in Q2 2026, its #240 holding.
  • Linscomb Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 24 quarters since.
  • Linscomb Wealth's Vanguard Short-Term Bond ETF position peaked at $1.39M in Q2 2022.
  • 1,363 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.