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

Presilium Private 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	$47.9M	Buy	615,146 +65,090	+12%	+$5.08M	7.36%	5
2026 Q1	$43.1M	Buy	550,056 +25,712	+5%	+$2.02M	7.6%	5
2025 Q4	$41.3M	Buy	524,344 +31,510	+6%	+$2.49M	7.55%	5
2025 Q3	$38.9M	Buy	492,834 +39,681	+9%	+$3.12M	7.39%	5
2025 Q2	$35.7M	Buy	453,153 +37,442	+9%	+$2.93M	7.3%	5
2025 Q1	$32.5M	Buy	415,711 +55,226	+15%	+$4.29M	7.29%	5
2024 Q4	$27.9M	Buy	360,485 +24,775	+7%	+$1.92M	6.41%	6
2024 Q3	$26.4M	Buy	335,710 +17,333	+5%	+$1.35M	6.08%	6
2024 Q2	$24.4M	Buy	318,377 +25,429	+9%	+$1.94M	6.17%	6
2024 Q1	$22.5M	Buy	292,948 +28,158	+11%	+$2.16M	5.96%	6
2023 Q4	$20.4M	Sell	264,790 -25,306	-9%	-$1.92M	5.81%	6
2023 Q3	$21.8M	Buy	290,096 +38,774	+15%	+$2.92M	6.94%	7
2023 Q2	$19M	Buy	251,322 +17,984	+8%	+$1.37M	6.51%	6
2023 Q1	$17.8M	Buy	233,338 +10,070	+5%	+$763K	6.89%	6
2022 Q4	$16.8M	Buy	+223,268	New	+$16.8M	7.05%	6

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

Presilium Private Wealth's BSV Position: Q2 2026 in Review

Presilium Private Wealth increased its Vanguard Short-Term Bond ETF (BSV) stake by 12% in Q2 2026, buying an estimated $5.08M and bringing the position to 615,146 shares worth $47.9M. The position accounts for 7.36% of the portfolio, ranked #5.

Presilium Private Wealth first reported a position in BSV in Q4 2022 and has held it in 15 quarters since. 1,348 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Presilium Private Wealth held 615,146 shares of Vanguard Short-Term Bond ETF worth $47.9M as of Q2 2026.
Presilium Private Wealth bought 65,090 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $5.08M.
Vanguard Short-Term Bond ETF made up 7.36% of Presilium Private Wealth's portfolio in Q2 2026, its #5 holding.
Presilium Private Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
1,348 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.