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 Q2	$1.52M	Buy	19,479 +257	+1%	+$20.1K	0.95%	36
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 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

Sagace Wealth Management's BSV Position: Q2 2026 in Review

Sagace Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.3% in Q2 2026, buying an estimated $20.1K and bringing the position to 19,479 shares worth $1.52M. The position accounts for 0.95% of the portfolio, ranked #36.

Sagace Wealth Management first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.16M in Q2 2025. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Sagace Wealth Management held 19,479 shares of Vanguard Short-Term Bond ETF worth $1.52M as of Q2 2026.
Sagace Wealth Management bought 257 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $20.1K.
Vanguard Short-Term Bond ETF made up 0.95% of Sagace Wealth Management's portfolio in Q2 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 7 quarters since.
Sagace Wealth Management's Vanguard Short-Term Bond ETF position peaked at $4.16M in Q2 2025.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Sagace Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.