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

Spire 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 		$2.57M Buy
33,012
+6,507
+25% +$508K 0.08% 231
2026
Q1 		$2.08M Buy
26,505
+535
+2% +$42.1K 0.07% 252
2025
Q4 		$2.05M Buy
25,970
+2,631
+11% +$208K 0.07% 249
2025
Q3 		$1.84M Sell
23,339
-34,692
-60% -$2.73M 0.06% 251
2025
Q2 		$4.57M Sell
58,031
-6,079
-9% -$475K 0.16% 118
2025
Q1 		$5.02M Buy
64,110
+10,348
+19% +$803K 0.16% 123
2024
Q4 		$4.15M Sell
53,762
-134
-0.2% -$10.4K 0.13% 144
2024
Q3 		$4.24M Sell
53,896
-1,671
-3% -$130K 0.14% 129
2024
Q2 		$4.26M Buy
55,567
+1,381
+3% +$105K 0.15% 143
2024
Q1 		$4.15M Sell
54,186
-2,480
-4% -$190K 0.08% 182
2023
Q4 		$4.35M Sell
56,666
-3,419
-6% -$259K 0.14% 159
2023
Q3 		$4.52M Sell
60,085
-362
-0.6% -$27.3K 0.17% 121
2023
Q2 		$4.57M Sell
60,447
-6,819
-10% -$520K 0.17% 116
2023
Q1 		$5.15M Buy
67,266
+3,817
+6% +$289K 0.2% 108
2022
Q4 		$4.78M Sell
63,449
-23,758
-27% -$1.78M 0.27% 88
2022
Q3 		$6.53M Sell
87,207
-30,147
-26% -$2.3M 0.4% 61
2022
Q2 		$9.01M Sell
117,354
-1,266
-1% -$97.5K 0.37% 70
2022
Q1 		$9.24M Buy
118,620
+2,198
+2% +$174K 0.25% 115
2021
Q4 		$9.41M Sell
116,422
-643
-0.5% -$52.3K 0.21% 126
2021
Q3 		$9.59M Buy
117,065
+8,361
+8% +$687K 0.25% 111
2021
Q2 		$8.93M Sell
108,704
-15,896
-13% -$1.31M 0.24% 116
2021
Q1 		$9.63M Buy
+124,600
New +$10.3M 0.26% 111

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

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

Spire Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 25% in Q2 2026, buying an estimated $508K and bringing the position to 33,012 shares worth $2.57M. The position accounts for 0.08% of the portfolio, ranked #231.

Spire Wealth Management first reported a position in BSV in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.63M in Q1 2021. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Spire Wealth Management held 33,012 shares of Vanguard Short-Term Bond ETF worth $2.57M as of Q2 2026.
  • Spire Wealth Management bought 6,507 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $508K.
  • Vanguard Short-Term Bond ETF made up 0.08% of Spire Wealth Management's portfolio in Q2 2026, its #231 holding.
  • Spire Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Vanguard Short-Term Bond ETF position peaked at $9.63M in Q1 2021.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.