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Strategic Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Strategic Wealth Partners’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 		$257K Buy
3,275
+205
+7% +$16.1K 0.02% 270
2025
Q4 		$242K Sell
3,070
-427
-12% -$33.7K 0.02% 294
2025
Q3 		$276K Buy
3,497
+21
+0.6% +$1.65K 0.02% 297
2025
Q2 		$274K Buy
+3,476
New +$272K 0.02% 286
2024
Q4 		$294K Sell
3,808
-68
-2% -$5.28K 0.02% 263
2024
Q3 		$305K Sell
3,876
-348
-8% -$27.1K 0.03% 252
2024
Q2 		$324K Sell
4,224
-3,694
-47% -$282K 0.03% 231
2024
Q1 		$607K Buy
7,918
+1,399
+21% +$107K 0.07% 176
2023
Q4 		$502K Buy
6,519
+1,003
+18% +$75.9K 0.06% 185
2023
Q3 		$415K Sell
5,516
-47,293
-90% -$3.57M 0.05% 221
2023
Q2 		$3.99M Sell
52,809
-853
-2% -$65K 0.52% 53
2023
Q1 		$4.1M Buy
53,662
+20,336
+61% +$1.54M 0.63% 38
2022
Q4 		$2.51M Sell
33,326
-10,969
-25% -$823K 0.47% 66
2022
Q3 		$3.31M Sell
44,295
-19,689
-31% -$1.5M 0.7% 33
2022
Q2 		$4.91M Buy
63,984
+23,700
+59% +$1.83M 1.06% 18
2022
Q1 		$3.14M Buy
40,284
+1,825
+5% +$145K 0.61% 45
2021
Q4 		$3.11M Sell
38,459
-727
-2% -$59.1K 0.59% 52
2021
Q3 		$3.21M Buy
39,186
+5,194
+15% +$427K 0.94% 20
2021
Q2 		$2.79M Buy
+33,992
New +$2.8M 0.91% 25
2019
Q3 		– Sell
-129
Closed -$10K – 733
2019
Q2 		$10K Buy
+129
New +$10.3K ﹤0.01% 494
2019
Q1 		– Sell
-153
Closed -$13K – 771
2018
Q4 		$13K Buy
+153
New +$11.9K 0.01% 414
2018
Q2 		– Sell
-214
Closed -$17K – 761
2018
Q1 		$17K Sell
214
-19
-8% -$1.49K 0.01% 392
2017
Q4 		$19K Buy
+233
New +$18.5K 0.01% 361

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

Strategic Wealth Partners's BSV Position: Q1 2026 in Review

Strategic Wealth Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 6.7% in Q1 2026, buying an estimated $16.1K and bringing the position to 3,275 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #270.

Strategic Wealth Partners first reported a position in BSV in Q4 2017 and has held it in 23 quarters since. The position peaked at $4.91M in Q2 2022. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Strategic Wealth Partners held 3,275 shares of Vanguard Short-Term Bond ETF worth $257K as of Q1 2026.
  • Strategic Wealth Partners bought 205 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $16.1K.
  • Vanguard Short-Term Bond ETF made up 0.02% of Strategic Wealth Partners's portfolio in Q1 2026, its #270 holding.
  • Strategic Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and has held it in 23 quarters since.
  • Strategic Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $4.91M in Q2 2022.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.