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

Physician Wealth Solutions’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	$720K	Hold	9,245	–	–	0.27%	30
2026 Q1	$725K	Hold	9,245	–	–	0.3%	30
2025 Q4	$729K	Hold	9,245	–	–	0.31%	32
2025 Q3	$730K	Hold	9,245	–	–	0.32%	32
2025 Q2	$728K	Buy	+9,245	New	+$723K	0.34%	32

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

Physician Wealth Solutions's BSV Position: Q2 2026 in Review

Physician Wealth Solutions held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 9,245 shares worth $720K. The position accounts for 0.27% of the portfolio, ranked #30.

Physician Wealth Solutions first reported a position in BSV in Q2 2025 and has held it in 5 quarters since. The position peaked at $730K in Q3 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Physician Wealth Solutions held 9,245 shares of Vanguard Short-Term Bond ETF worth $720K as of Q2 2026.
Physician Wealth Solutions left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.27% of Physician Wealth Solutions's portfolio in Q2 2026, its #30 holding.
Physician Wealth Solutions first reported a position in Vanguard Short-Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Solutions's Vanguard Short-Term Bond ETF position peaked at $730K in Q3 2025.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Physician Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.