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 Q2	$12.1K	Sell	155 -808	-84%	-$63.1K	﹤0.01%	712
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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Medallion Wealth Advisors's BSV Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 84% in Q2 2026, selling an estimated $63.1K and leaving 155 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Medallion Wealth Advisors first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $75.5K in Q1 2026. 1,360 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Medallion Wealth Advisors held 155 shares of Vanguard Short-Term Bond ETF worth $12.1K as of Q2 2026.
Medallion Wealth Advisors sold 808 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $63.1K.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #712 holding.
Medallion Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $75.5K in Q1 2026.
1,360 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.