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My Legacy Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

My Legacy 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
2025
Q2 		$698K Buy
8,921
+2,118
+31% +$166K 0.25% 114
2025
Q1 		$533K Buy
+6,803
New +$528K 0.21% 132
2022
Q3 		– Sell
-2,707
Closed -$208K – 199
2022
Q2 		$208K Buy
+2,707
New +$209K 0.1% 192

Other funds holding BSV

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

My Legacy Advisors's BSV Position: Q2 2025 in Review

My Legacy Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 31% in Q2 2025, buying an estimated $166K and bringing the position to 8,921 shares worth $698K. The position accounts for 0.25% of the portfolio, ranked #114.

My Legacy Advisors first reported a position in BSV in Q2 2022 and has held it in 3 quarters since. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

  • My Legacy Advisors held 8,921 shares of Vanguard Short-Term Bond ETF worth $698K as of Q2 2025.
  • My Legacy Advisors bought 2,118 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $166K.
  • Vanguard Short-Term Bond ETF made up 0.25% of My Legacy Advisors's portfolio in Q2 2025, its #114 holding.
  • My Legacy Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 3 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.