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

Modern 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	$273K	Sell	3,505 -425	-11%	-$33.2K	﹤0.01%	917
2026 Q1	$307K	Sell	3,930 -2,827	-42%	-$223K	0.01%	707
2025 Q4	$532K	Buy	6,757 +3,090	+84%	+$244K	0.01%	522
2025 Q3	$289K	Sell	3,667 -588	-14%	-$46.2K	0.01%	656
2025 Q2	$335K	Sell	4,255 -7,509	-64%	-$587K	0.01%	584
2025 Q1	$921K	Buy	11,764 +4,490	+62%	+$349K	0.03%	314
2024 Q4	$562K	Buy	+7,274	New	+$565K	0.02%	342

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

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

Modern Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 11% in Q2 2026, selling an estimated $33.2K and leaving 3,505 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Modern Wealth Management first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $921K in Q1 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Modern Wealth Management held 3,505 shares of Vanguard Short-Term Bond ETF worth $273K as of Q2 2026.
Modern Wealth Management sold 425 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $33.2K.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #917 holding.
Modern Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Modern Wealth Management's Vanguard Short-Term Bond ETF position peaked at $921K in Q1 2025.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

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