N.E.W. Advisory Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

N.E.W. Advisory Services’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	$7.17K	Hold	92	–	–	﹤0.01%	694
2026 Q1	$7.21K	Sell	92 -113	-55%	-$8.9K	﹤0.01%	687
2025 Q4	$16.2K	Buy	205 +196	+2,178%	+$15.5K	﹤0.01%	537
2025 Q3	$710	Hold	9	–	–	﹤0.01%	820
2025 Q2	$708	Hold	9	–	–	﹤0.01%	824
2025 Q1	$705	Buy	+9	New	+$699	﹤0.01%	882

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

N.E.W. Advisory Services's BSV Position: Q2 2026 in Review

N.E.W. Advisory Services held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 92 shares worth $7.17K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

N.E.W. Advisory Services first reported a position in BSV in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.2K in Q4 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

N.E.W. Advisory Services held 92 shares of Vanguard Short-Term Bond ETF worth $7.17K as of Q2 2026.
N.E.W. Advisory Services left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #694 holding.
N.E.W. Advisory Services first reported a position in Vanguard Short-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Vanguard Short-Term Bond ETF position peaked at $16.2K in Q4 2025.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.