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

NewEdge Wealth’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 Q1	$20.7M	Buy	263,832 +12,029	+5%	+$947K	0.25%	87
2025 Q4	$19.8M	Sell	251,803 -19,347	-7%	-$1.53M	0.22%	91
2025 Q3	$21.3M	Sell	271,150 -11,896	-4%	-$935K	0.31%	76
2025 Q2	$22.2M	Buy	283,046 +33,576	+13%	+$2.63M	0.35%	68
2025 Q1	$19.5M	Buy	249,470 +64,962	+35%	+$5.04M	0.35%	75
2024 Q4	$14.3M	Buy	184,508 +15,754	+9%	+$1.22M	0.25%	99
2024 Q3	$13.3M	Buy	168,754 +5,288	+3%	+$412K	0.24%	95
2024 Q2	$12.5M	Buy	163,466 +9,335	+6%	+$712K	0.27%	98
2024 Q1	$11.7M	Buy	154,131 +59,228	+62%	+$4.54M	0.26%	99
2023 Q4	$7.31M	Buy	+94,903	New	+$7.18M	0.19%	120
2023 Q2	–	Sell	-2,905	Closed	-$222K	–	635
2023 Q1	$222K	Buy	+2,905	New	+$220K	0.01%	564
2022 Q4	–	Sell	-7,439	Closed	-$557K	–	548
2022 Q3	$557K	Buy	7,439 +3,503	+89%	+$268K	0.03%	343
2022 Q2	$302K	Buy	3,936 +512	+15%	+$39.4K	0.01%	463
2022 Q1	$267K	Buy	3,424 +6	+0.2%	+$476	0.01%	371
2021 Q4	$276K	Buy	+3,418	New	+$278K	0.01%	350

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NewEdge Wealth's BSV Position: Q1 2026 in Review

NewEdge Wealth increased its Vanguard Short-Term Bond ETF (BSV) stake by 4.8% in Q1 2026, buying an estimated $947K and bringing the position to 263,832 shares worth $20.7M. The position accounts for 0.25% of the portfolio, ranked #87.

NewEdge Wealth first reported a position in BSV in Q4 2021 and has held it in 15 quarters since. The position peaked at $22.2M in Q2 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

NewEdge Wealth held 263,832 shares of Vanguard Short-Term Bond ETF worth $20.7M as of Q1 2026.
NewEdge Wealth bought 12,029 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $947K.
Vanguard Short-Term Bond ETF made up 0.25% of NewEdge Wealth's portfolio in Q1 2026, its #87 holding.
NewEdge Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 15 quarters since.
NewEdge Wealth's Vanguard Short-Term Bond ETF position peaked at $22.2M in Q2 2025.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.