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

Perfromance Wealth Partners’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 		$2.98M Sell
38,192
-312
-0.8% -$24.3K 0.07% 58
2026
Q1 		$3.02M Hold
38,504
– – 0.09% 48
2025
Q4 		$3.03M Buy
38,504
+175
+0.5% +$13.8K 0.08% 44
2025
Q3 		$3.02M Buy
38,329
+19
+0% +$1.49K 0.08% 38
2025
Q2 		$3.01M Sell
38,310
-642
-2% -$50.2K 0.1% 37
2025
Q1 		$3.05M Sell
38,952
-138
-0.4% -$10.7K 0.11% 31
2024
Q4 		$3.02M Sell
39,090
-925
-2% -$71.8K 0.1% 34
2024
Q3 		$3.15M Sell
40,015
-625
-2% -$48.7K 0.11% 32
2024
Q2 		$3.12M Buy
40,640
+13,848
+52% +$1.06M 0.11% 32
2024
Q1 		$2.05M Sell
26,792
-2,549
-9% -$196K 0.09% 49
2023
Q4 		$2.26M Buy
29,341
+765
+3% +$57.9K 0.1% 54
2023
Q3 		$2.15M Buy
28,576
+2,209
+8% +$167K 0.1% 59
2023
Q2 		$1.98M Buy
26,367
+2,124
+9% +$162K 0.09% 64
2023
Q1 		$1.85M Sell
24,243
-185
-0.8% -$14K 0.1% 63
2022
Q4 		$1.84M Buy
24,428
+9,624
+65% +$722K 0.11% 55
2022
Q3 		$1.11M Buy
14,804
+8,782
+146% +$671K 0.06% 63
2022
Q2 		$462K Buy
+6,022
New +$464K 0.03% 106

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Perfromance Wealth Partners's BSV Position: Q2 2026 in Review

Perfromance Wealth Partners reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.81% in Q2 2026, selling an estimated $24.3K and leaving 38,192 shares worth $2.98M. The position accounts for 0.07% of the portfolio, ranked #58.

Perfromance Wealth Partners first reported a position in BSV in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.15M in Q3 2024. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Perfromance Wealth Partners held 38,192 shares of Vanguard Short-Term Bond ETF worth $2.98M as of Q2 2026.
  • Perfromance Wealth Partners sold 312 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $24.3K.
  • Vanguard Short-Term Bond ETF made up 0.07% of Perfromance Wealth Partners's portfolio in Q2 2026, its #58 holding.
  • Perfromance Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Perfromance Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $3.15M in Q3 2024.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.