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

Trajan Wealth’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 		$56.7M Buy
728,258
+43,823
+6% +$3.42M 2.14% 11
2026
Q1 		$53.7M Buy
684,435
+61,644
+10% +$4.85M 2.17% 12
2025
Q4 		$49.1M Buy
622,791
+94,754
+18% +$7.48M 2.05% 10
2025
Q3 		$41.7M Buy
528,037
+112,249
+27% +$8.83M 1.8% 14
2025
Q2 		$32.7M Buy
415,788
+64,727
+18% +$5.06M 1.6% 15
2025
Q1 		$27.5M Buy
351,061
+72,063
+26% +$5.59M 1.5% 17
2024
Q4 		$21.6M Buy
278,998
+55,004
+25% +$4.27M 1.19% 21
2024
Q3 		$17.6M Buy
223,994
+44,379
+25% +$3.46M 1.04% 28
2024
Q2 		$13.8M Buy
179,615
+27,909
+18% +$2.13M 0.88% 30
2024
Q1 		$11.6M Buy
+151,706
New +$11.6M 0.79% 34

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Trajan Wealth's BSV Position: Q2 2026 in Review

Trajan Wealth increased its Vanguard Short-Term Bond ETF (BSV) stake by 6.4% in Q2 2026, buying an estimated $3.42M and bringing the position to 728,258 shares worth $56.7M. The position accounts for 2.14% of the portfolio, ranked #11.

Trajan Wealth first reported a position in BSV in Q1 2024 and has held it in 10 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Trajan Wealth held 728,258 shares of Vanguard Short-Term Bond ETF worth $56.7M as of Q2 2026.
  • Trajan Wealth bought 43,823 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $3.42M.
  • Vanguard Short-Term Bond ETF made up 2.14% of Trajan Wealth's portfolio in Q2 2026, its #11 holding.
  • Trajan Wealth first reported a position in Vanguard Short-Term Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

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