Successful Portfolios’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Successful Portfolios’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	$9.35M	Buy	120,461 +11,135	+10%	+$869K	4.37%	2
2026 Q1	$8.57M	Buy	109,326 +10,073	+10%	+$793K	4.72%	2
2025 Q4	$7.82M	Buy	99,253 +21,366	+27%	+$1.69M	3.98%	3
2025 Q3	$6.15M	Buy	77,887 +11,963	+18%	+$941K	3.59%	4
2025 Q2	$5.19M	Buy	65,924 +5,594	+9%	+$437K	3.19%	6
2025 Q1	$4.72M	Buy	60,330 +6,970	+13%	+$541K	3.21%	5
2024 Q4	$4.12M	Buy	53,360 +9,764	+22%	+$758K	2.76%	10
2024 Q3	$3.43M	Buy	43,596 +3,893	+10%	+$303K	2.32%	11
2024 Q2	$3.05M	Buy	39,703 +7,154	+22%	+$546K	2.13%	11
2024 Q1	$2.5M	Buy	32,549 +12,380	+61%	+$950K	1.7%	13
2023 Q4	$1.55M	Buy	20,169 +5,873	+41%	+$445K	1.16%	20
2023 Q3	$1.07M	Buy	14,296 +11,242	+368%	+$847K	0.95%	28
2023 Q2	$231K	Buy	+3,054	New	+$233K	0.2%	120

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

Successful Portfolios's BSV Position: Q2 2026 in Review

Successful Portfolios increased its Vanguard Short-Term Bond ETF (BSV) stake by 10% in Q2 2026, buying an estimated $869K and bringing the position to 120,461 shares worth $9.35M. The position accounts for 4.37% of the portfolio, ranked #2.

Successful Portfolios first reported a position in BSV in Q2 2023 and has held it in 13 quarters since. 1,353 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Successful Portfolios held 120,461 shares of Vanguard Short-Term Bond ETF worth $9.35M as of Q2 2026.
Successful Portfolios bought 11,135 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $869K.
Vanguard Short-Term Bond ETF made up 4.37% of Successful Portfolios's portfolio in Q2 2026, its #2 holding.
Successful Portfolios first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and has held it in 13 quarters since.
1,353 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.