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 Q2	$16.3M	Sell	208,728 -55,104	-21%	-$4.3M	0.16%	105
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 $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

NewEdge Wealth's BSV Position: Q2 2026 in Review

NewEdge Wealth reduced its Vanguard Short-Term Bond ETF (BSV) stake by 21% in Q2 2026, selling an estimated $4.3M and leaving 208,728 shares worth $16.3M. The position accounts for 0.16% of the portfolio, ranked #105.

NewEdge Wealth first reported a position in BSV in Q4 2021 and has held it in 16 quarters since. The position peaked at $22.2M in Q2 2025. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

NewEdge Wealth held 208,728 shares of Vanguard Short-Term Bond ETF worth $16.3M as of Q2 2026.
NewEdge Wealth sold 55,104 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $4.3M.
Vanguard Short-Term Bond ETF made up 0.16% of NewEdge Wealth's portfolio in Q2 2026, its #105 holding.
NewEdge Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 16 quarters since.
NewEdge Wealth's Vanguard Short-Term Bond ETF position peaked at $22.2M in Q2 2025.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.