SAI
BSV icon

Savvy Advisors Inc’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Savvy Advisors Inc’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 		$37.5M Buy
480,920
+40,119
+9% +$3.13M 0.8% 24
2026
Q1 		$34.6M Buy
440,801
+44,356
+11% +$3.49M 0.92% 20
2025
Q4 		$31.2M Buy
396,445
+4,451
+1% +$351K 1.01% 17
2025
Q3 		$30.9M Buy
391,994
+349,191
+816% +$27.5M 1.42% 12
2025
Q2 		$3.37M Buy
42,803
+9,756
+30% +$763K 0.22% 71
2025
Q1 		$2.59M Buy
33,047
+9,909
+43% +$769K 0.26% 70
2024
Q4 		$1.79M Sell
23,138
-82
-0.4% -$6.36K 0.22% 81
2024
Q3 		$1.83M Buy
23,220
+1,156
+5% +$90K 0.37% 58
2024
Q2 		$1.69M Buy
22,064
+15,350
+229% +$1.17M 0.55% 39
2024
Q1 		$515K Buy
6,714
+399
+6% +$30.6K 0.3% 89
2023
Q4 		$486K Buy
+6,315
New +$478K 0.47% 62

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

Savvy Advisors Inc's BSV Position: Q2 2026 in Review

Savvy Advisors Inc increased its Vanguard Short-Term Bond ETF (BSV) stake by 9.1% in Q2 2026, buying an estimated $3.13M and bringing the position to 480,920 shares worth $37.5M. The position accounts for 0.8% of the portfolio, ranked #24.

Savvy Advisors Inc first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Savvy Advisors Inc held 480,920 shares of Vanguard Short-Term Bond ETF worth $37.5M as of Q2 2026.
  • Savvy Advisors Inc bought 40,119 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $3.13M.
  • Vanguard Short-Term Bond ETF made up 0.8% of Savvy Advisors Inc's portfolio in Q2 2026, its #24 holding.
  • Savvy Advisors Inc first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.