NL
BSV icon

Navalign LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Navalign LLC’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 		$2.25M Buy
28,900
+1,503
+5% +$117K 0.52% 28
2026
Q1 		$2.15M Sell
27,397
-198
-0.7% -$15.6K 0.54% 28
2025
Q4 		$2.17M Buy
27,595
+1,430
+5% +$113K 0.53% 28
2025
Q3 		$2.06M Buy
26,165
+1,949
+8% +$153K 0.54% 29
2025
Q2 		$1.91M Sell
24,216
-5,744
-19% -$449K 0.53% 30
2025
Q1 		$2.35M Buy
29,960
+1,709
+6% +$133K 0.67% 25
2024
Q4 		$2.18M Buy
28,251
+2,313
+9% +$180K 0.64% 26
2024
Q3 		$2.04M Sell
25,938
-428
-2% -$33.3K 0.6% 26
2024
Q2 		$2.02M Buy
26,366
+144
+0.5% +$11K 0.64% 26
2024
Q1 		$2.01M Buy
26,222
+1,804
+7% +$138K 0.67% 24
2023
Q4 		$1.88M Sell
24,418
-494
-2% -$37.4K 0.66% 25
2023
Q3 		$1.87M Sell
24,912
-577
-2% -$43.5K 0.71% 23
2023
Q2 		$1.93M Sell
25,489
-1,092
-4% -$83.2K 0.77% 21
2023
Q1 		$2.03M Buy
26,581
+198
+0.8% +$15K 0.85% 17
2022
Q4 		$1.99M Sell
26,383
-2,344
-8% -$176K 0.82% 19
2022
Q3 		$2.15M Sell
28,727
-2,401
-8% -$183K 0.97% 16
2022
Q2 		$2.39M Sell
31,128
-3,308
-10% -$255K 1.04% 16
2022
Q1 		$2.66M Sell
34,436
-6,173
-15% -$490K 1.12% 16
2021
Q4 		$3.28M Sell
40,609
-10,959
-21% -$891K 1.31% 12
2021
Q3 		$4.22M Sell
51,568
-2,533
-5% -$208K 1.79% 12
2021
Q2 		$4.43M Sell
54,101
-39,763
-42% -$3.27M 1.87% 12
2021
Q1 		$7.71M Buy
+93,864
New +$7.75M 3.41% 11

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Navalign LLC's BSV Position: Q2 2026 in Review

Navalign LLC increased its Vanguard Short-Term Bond ETF (BSV) stake by 5.5% in Q2 2026, buying an estimated $117K and bringing the position to 28,900 shares worth $2.25M. The position accounts for 0.52% of the portfolio, ranked #28.

Navalign LLC first reported a position in BSV in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.71M in Q1 2021. 928 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Navalign LLC held 28,900 shares of Vanguard Short-Term Bond ETF worth $2.25M as of Q2 2026.
  • Navalign LLC bought 1,503 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $117K.
  • Vanguard Short-Term Bond ETF made up 0.52% of Navalign LLC's portfolio in Q2 2026, its #28 holding.
  • Navalign LLC first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Navalign LLC's Vanguard Short-Term Bond ETF position peaked at $7.71M in Q1 2021.
  • 928 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Navalign LLC's 13F filing for Q2 2026, filed 28 Jul 2026.