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

Monument Group 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	$449K	Buy	5,110 +266	+5%	+$20.8K	0.22%	23
2026 Q1	$380K	Buy	4,844 +921	+23%	+$72.5K	0.21%	23
2025 Q4	$309K	Hold	3,923	–	–	0.17%	33
2025 Q3	$310K	Buy	3,923 +156	+4%	+$12.3K	0.18%	31
2025 Q2	$296K	Sell	3,767 -7,890	-68%	-$617K	0.19%	38
2025 Q1	$913K	Buy	11,657 +45	+0.4%	+$3.49K	0.63%	13
2024 Q4	$897K	Buy	11,612 +119	+1%	+$9.24K	0.64%	13
2024 Q3	$904K	Buy	11,493 +86	+0.8%	+$6.7K	0.54%	13
2024 Q2	$875K	Buy	11,407 +5,673	+99%	+$433K	0.59%	13
2024 Q1	$440K	Buy	5,734 +442	+8%	+$33.9K	0.33%	23
2023 Q4	$408K	Buy	+5,292	New	+$401K	0.35%	22

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

Monument Group Wealth Advisors's BSV Position: Q2 2026 in Review

Monument Group Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 5.5% in Q2 2026, buying an estimated $20.8K and bringing the position to 5,110 shares worth $449K. The position accounts for 0.22% of the portfolio, ranked #23.

Monument Group Wealth Advisors first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $913K in Q1 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Monument Group Wealth Advisors held 5,110 shares of Vanguard Short-Term Bond ETF worth $449K as of Q2 2026.
Monument Group Wealth Advisors bought 266 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $20.8K.
Vanguard Short-Term Bond ETF made up 0.22% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #23 holding.
Monument Group Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
Monument Group Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $913K in Q1 2025.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.