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

Medallion Wealth 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 		$75.5K Buy
963
+10
+1% +$787 0.02% 400
2025
Q4 		$75.1K Buy
953
+36
+4% +$2.84K 0.03% 404
2025
Q3 		$72.4K Hold
917
– – 0.03% 409
2025
Q2 		$72.1K Sell
917
-7
-0.8% -$547 0.03% 401
2025
Q1 		$72.3K Sell
924
-16
-2% -$1.24K 0.03% 359
2024
Q4 		$73.5K Buy
+940
New +$73K 0.04% 346

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 $374B AUM 17.66% 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

Medallion Wealth Advisors's BSV Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 1% in Q1 2026, buying an estimated $787 and bringing the position to 963 shares worth $75.5K. The position accounts for 0.02% of the portfolio, ranked #400.

Medallion Wealth Advisors first reported a position in BSV in Q4 2024 and has held it in 6 quarters since. 1,333 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Medallion Wealth Advisors held 963 shares of Vanguard Short-Term Bond ETF worth $75.5K as of Q1 2026.
  • Medallion Wealth Advisors bought 10 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $787.
  • Vanguard Short-Term Bond ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #400 holding.
  • Medallion Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,333 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.