SOA Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

SOA Wealth Advisors’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	$36.4K	Hold	467	–	–	0.01%	439
2026 Q1	$36.6K	Hold	467	–	–	0.01%	415
2025 Q4	$36.8K	Buy	467 +371	+386%	+$29.3K	0.01%	413
2025 Q3	$7.58K	Hold	96	–	–	﹤0.01%	641
2025 Q2	$7.55K	Hold	96	–	–	﹤0.01%	626
2025 Q1	$7.51K	Hold	96	–	–	﹤0.01%	594
2024 Q4	$7.42K	Hold	96	–	–	﹤0.01%	581
2024 Q3	$7.55K	Hold	96	–	–	﹤0.01%	566
2024 Q2	$7.36K	Hold	96	–	–	﹤0.01%	569
2024 Q1	$7.36K	Sell	96 -313	-77%	-$24K	﹤0.01%	575
2023 Q4	$31.5K	Sell	409 -47	-10%	-$3.56K	0.01%	353
2023 Q3	$34.3K	Hold	456	–	–	0.01%	335
2023 Q2	$34.5K	Hold	456	–	–	0.01%	341
2023 Q1	$34.9K	Hold	456	–	–	0.01%	330
2022 Q4	$34.3K	Sell	456 -634	-58%	-$47.6K	0.01%	324
2022 Q3	$81K	Buy	1,090 +434	+66%	+$33.2K	0.02%	219
2022 Q2	$50K	Hold	656	–	–	0.01%	263
2022 Q1	$51K	Hold	656	–	–	0.01%	309
2021 Q4	$53K	Sell	656 -613	-48%	-$49.9K	0.01%	292
2021 Q3	$103K	Buy	1,269 +909	+253%	+$74.7K	0.03%	212
2021 Q2	$29K	Hold	360	–	–	0.01%	394
2021 Q1	$29K	Sell	360 -32	-8%	-$2.64K	0.01%	335
2020 Q4	$32K	Buy	+392	New	+$32.5K	0.01%	319

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

SOA Wealth Advisors's BSV Position: Q2 2026 in Review

SOA Wealth Advisors held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 467 shares worth $36.4K. The position accounts for 0.01% of the portfolio, ranked #439.

SOA Wealth Advisors first reported a position in BSV in Q4 2020 and has held it in 23 quarters since. The position peaked at $103K in Q3 2021. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

SOA Wealth Advisors held 467 shares of Vanguard Short-Term Bond ETF worth $36.4K as of Q2 2026.
SOA Wealth Advisors left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #439 holding.
SOA Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $103K in Q3 2021.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.