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

Three Bridge 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	$236K	Buy	3,025 +31	+1%	+$2.42K	0.06%	77
2026 Q1	$235K	Buy	2,994 +19	+0.6%	+$1.5K	0.06%	79
2025 Q4	$234K	Buy	2,975 +39	+1%	+$3.08K	0.06%	81
2025 Q3	$232K	Buy	2,936 +28	+1%	+$2.2K	0.06%	80
2025 Q2	$229K	Buy	2,908 +28	+1%	+$2.19K	0.06%	114
2025 Q1	$225K	Buy	2,880 +17	+0.6%	+$1.32K	0.08%	81
2024 Q4	$221K	Buy	2,863 +34	+1%	+$2.64K	0.08%	88
2024 Q3	$223K	Buy	2,829 +24	+0.9%	+$1.87K	0.08%	80
2024 Q2	$215K	Buy	2,805 +23	+0.8%	+$1.75K	0.09%	84
2024 Q1	$213K	Buy	2,782 +14	+0.5%	+$1.07K	0.08%	88
2023 Q4	$213K	Buy	2,768 +27	+1%	+$2.04K	0.07%	89
2023 Q3	$206K	Buy	2,741 +18	+0.7%	+$1.36K	0.09%	92
2023 Q2	$206K	Buy	2,723 +15	+0.6%	+$1.14K	0.09%	91
2023 Q1	$207K	Buy	+2,708	New	+$205K	0.1%	87

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

Three Bridge Wealth Advisors's BSV Position: Q2 2026 in Review

Three Bridge Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 1% in Q2 2026, buying an estimated $2.42K and bringing the position to 3,025 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #77.

Three Bridge Wealth Advisors first reported a position in BSV in Q1 2023 and has held it in 14 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Three Bridge Wealth Advisors held 3,025 shares of Vanguard Short-Term Bond ETF worth $236K as of Q2 2026.
Three Bridge Wealth Advisors bought 31 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $2.42K.
Vanguard Short-Term Bond ETF made up 0.06% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #77 holding.
Three Bridge Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and has held it in 14 quarters since.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.