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

Sagace Wealth Management’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 		$1.51M Sell
19,222
-1,189
-6% -$93.6K 1.01% 36
2025
Q4 		$1.61M Buy
20,411
+163
+0.8% +$12.9K 1.09% 35
2025
Q3 		$1.6M Sell
20,248
-32,636
-62% -$2.57M 1.09% 35
2025
Q2 		$4.16M Buy
52,884
+5,318
+11% +$416K 3.11% 10
2025
Q1 		$3.72M Sell
47,566
-1,759
-4% -$137K 2.81% 12
2024
Q4 		$3.81M Buy
+49,325
New +$3.83M 2.85% 13

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sagace Wealth Management's BSV Position: Q1 2026 in Review

Sagace Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 5.8% in Q1 2026, selling an estimated $93.6K and leaving 19,222 shares worth $1.51M. The position accounts for 1.01% of the portfolio, ranked #36.

Sagace Wealth Management first reported a position in BSV in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.16M in Q2 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Sagace Wealth Management held 19,222 shares of Vanguard Short-Term Bond ETF worth $1.51M as of Q1 2026.
  • Sagace Wealth Management sold 1,189 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $93.6K.
  • Vanguard Short-Term Bond ETF made up 1.01% of Sagace Wealth Management's portfolio in Q1 2026, its #36 holding.
  • Sagace Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Sagace Wealth Management's Vanguard Short-Term Bond ETF position peaked at $4.16M in Q2 2025.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Sagace Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.