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

Stratos 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 		$3.1M Buy
39,587
+177
+0.4% +$13.9K 0.04% 439
2025
Q4 		$3.11M Buy
39,410
+3,842
+11% +$303K 0.04% 432
2025
Q3 		$2.81M Buy
35,568
+7,856
+28% +$618K 0.03% 450
2025
Q2 		$2.18M Buy
27,712
+5,883
+27% +$460K 0.03% 469
2025
Q1 		$1.71M Sell
21,829
-3,578
-14% -$278K 0.03% 488
2024
Q4 		$1.96M Buy
25,407
+9,752
+62% +$757K 0.03% 482
2024
Q3 		$1.23M Sell
15,655
-1,086
-6% -$84.6K 0.02% 601
2024
Q2 		$1.28M Buy
16,741
+6,359
+61% +$485K 0.02% 567
2024
Q1 		$796K Sell
10,382
-3,848
-27% -$295K 0.01% 727
2023
Q4 		$1.1M Buy
14,230
+463
+3% +$35K 0.02% 591
2023
Q3 		$1.03M Sell
13,767
-1,637
-11% -$123K 0.02% 564
2023
Q2 		$1.16M Sell
15,404
-672
-4% -$51.2K 0.03% 493
2023
Q1 		$1.23M Sell
16,076
-3,881
-19% -$294K 0.03% 427
2022
Q4 		$1.5M Buy
19,957
+1,483
+8% +$111K 0.04% 410
2022
Q3 		$1.38M Buy
18,474
+3,836
+26% +$293K 0.04% 395
2022
Q2 		$1.12M Sell
14,638
-11,302
-44% -$871K 0.03% 477
2022
Q1 		$2.02M Buy
25,940
+7,142
+38% +$567K 0.05% 352
2021
Q4 		$1.52M Buy
18,798
+442
+2% +$35.9K 0.03% 435
2021
Q3 		$1.5M Buy
18,356
+414
+2% +$34K 0.04% 397
2021
Q2 		$1.47M Buy
17,942
+328
+2% +$27K 0.04% 430
2021
Q1 		$1.45M Sell
17,614
-183
-1% -$15.1K 0.04% 397
2020
Q4 		$1.48M Sell
17,797
-26,189
-60% -$2.17M 0.04% 341
2020
Q3 		$3.65M Sell
43,986
-761
-2% -$63.2K 0.12% 185
2020
Q2 		$3.72M Buy
44,747
+18,568
+71% +$1.54M 0.13% 172
2020
Q1 		$2.15M Sell
26,179
-4,114
-14% -$334K 0.1% 208
2019
Q4 		$2.44M Buy
30,293
+888
+3% +$71.7K 0.1% 218
2019
Q3 		$2.38M Sell
29,405
-3,288
-10% -$265K 0.1% 212
2019
Q2 		$2.63M Sell
32,693
-11,504
-26% -$917K 0.11% 189
2019
Q1 		$3.52M Sell
44,197
-14,874
-25% -$1.17M 0.16% 144
2018
Q4 		$4.64M Buy
59,071
+14,684
+33% +$1.15M 0.24% 88
2018
Q3 		$3.46M Sell
44,387
-8,582
-16% -$670K 0.15% 139
2018
Q2 		$4.14M Sell
52,969
-33,907
-39% -$2.65M 0.18% 113
2018
Q1 		$6.82M Buy
86,876
+16,071
+23% +$1.26M 0.29% 69
2017
Q4 		$5.6M Sell
70,805
-62,216
-47% -$4.94M 0.25% 77
2017
Q3 		$10.6M Sell
133,021
-22,088
-14% -$1.77M 0.5% 36
2017
Q2 		$12.4M Buy
155,109
+19,873
+15% +$1.59M 0.64% 31
2017
Q1 		$10.8M Buy
135,236
+68,681
+103% +$5.47M 0.61% 34
2016
Q4 		$5.29M Sell
66,555
-10,117
-13% -$809K 0.33% 67
2016
Q3 		$6.2M Buy
76,672
+24,466
+47% +$1.98M 0.42% 53
2016
Q2 		$4.23M Buy
52,206
+19,106
+58% +$1.54M 0.31% 68
2016
Q1 		$2.67M Sell
33,100
-1,007
-3% -$80.7K 0.23% 82
2015
Q4 		$2.71M Buy
34,107
+3,876
+13% +$310K 0.23% 83
2015
Q3 		$2.43M Buy
30,231
+2,447
+9% +$196K 0.31% 71
2015
Q2 		$2.23M Buy
27,784
+2,953
+12% +$237K 0.29% 74
2015
Q1 		$2M Buy
24,831
+9,545
+62% +$766K 0.24% 89
2014
Q4 		$1.22M Buy
15,286
+7,805
+104% +$626K 0.22% 111
2014
Q3 		$599K Buy
+7,481
New +$600K 0.14% 145

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

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

Stratos Wealth Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.45% in Q1 2026, buying an estimated $13.9K and bringing the position to 39,587 shares worth $3.1M. The position accounts for 0.04% of the portfolio, ranked #439.

Stratos Wealth Partners first reported a position in BSV in Q3 2014 and has held it in 47 quarters since. The position peaked at $12.4M in Q2 2017. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Stratos Wealth Partners held 39,587 shares of Vanguard Short-Term Bond ETF worth $3.1M as of Q1 2026.
  • Stratos Wealth Partners bought 177 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $13.9K.
  • Vanguard Short-Term Bond ETF made up 0.04% of Stratos Wealth Partners's portfolio in Q1 2026, its #439 holding.
  • Stratos Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q3 2014 and has held it in 47 quarters since.
  • Stratos Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $12.4M in Q2 2017.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.