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

Topsail 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	$398K	Buy	5,114 +49	+1%	+$3.82K	0.05%	116
2026 Q1	$397K	Buy	5,065 +31	+0.6%	+$2.44K	0.06%	105
2025 Q4	$397K	Sell	5,034 -129	-2%	-$10.2K	0.06%	104
2025 Q3	$407K	Buy	5,163 +49	+1%	+$3.85K	0.07%	94
2025 Q2	$402K	Buy	5,114 +48	+0.9%	+$3.75K	0.07%	89
2025 Q1	$397K	Buy	5,066 +24	+0.5%	+$1.86K	0.08%	84
2024 Q4	$390K	Buy	+5,042	New	+$391K	0.08%	69

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

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

Topsail Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.97% in Q2 2026, buying an estimated $3.82K and bringing the position to 5,114 shares worth $398K. The position accounts for 0.05% of the portfolio, ranked #116.

Topsail Wealth Management first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $407K in Q3 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Topsail Wealth Management held 5,114 shares of Vanguard Short-Term Bond ETF worth $398K as of Q2 2026.
Topsail Wealth Management bought 49 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $3.82K.
Vanguard Short-Term Bond ETF made up 0.05% of Topsail Wealth Management's portfolio in Q2 2026, its #116 holding.
Topsail Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Topsail Wealth Management's Vanguard Short-Term Bond ETF position peaked at $407K in Q3 2025.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.