Transamerica Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Transamerica Financial 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	$1.61M	Buy	20,694 +4,661	+29%	+$364K	0.14%	158
2026 Q1	$1.26M	Buy	16,033 +8,719	+119%	+$686K	0.11%	178
2025 Q4	$576K	Buy	7,314 +2,449	+50%	+$193K	0.05%	258
2025 Q3	$384K	Buy	+4,865	New	+$383K	0.03%	257
2024 Q1	–	Sell	-1	Closed	-$1K	–	607
2023 Q4	$1K	Hold	1	–	–	﹤0.01%	396
2023 Q3	$1K	Hold	1	–	–	﹤0.01%	422
2023 Q2	$1K	Hold	1	–	–	﹤0.01%	394
2023 Q1	$1K	Hold	1	–	–	﹤0.01%	389
2022 Q4	$1K	Hold	1	–	–	﹤0.01%	436
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	411
2022 Q2	$1K	Buy	+1	New	+$77	﹤0.01%	419
2020 Q3	–	Sell	-1	Closed	-$1K	–	206
2020 Q2	$1K	Buy	+1	New	+$83	﹤0.01%	333
2019 Q3	–	Sell	-1	Closed	-$1K	–	134
2019 Q2	$1K	Buy	+1	New	+$80	﹤0.01%	410
2019 Q1	–	Sell	-1	Closed	-$1K	–	130
2018 Q4	$1K	Buy	+1	New	+$78	﹤0.01%	383
2018 Q3	–	Sell	-1	Closed	-$1K	–	513
2018 Q2	$1K	Hold	1	–	–	﹤0.01%	346
2018 Q1	$1K	Hold	1	–	–	﹤0.01%	341
2017 Q4	$1K	Hold	1	–	–	﹤0.01%	331
2017 Q3	$1K	Hold	1	–	–	﹤0.01%	328
2017 Q2	$1K	Hold	1	–	–	﹤0.01%	297
2017 Q1	$1K	Hold	1	–	–	﹤0.01%	295
2016 Q4	$1K	Sell	1 -2	-67%	-$160	﹤0.01%	327
2016 Q3	$1K	Hold	3	–	–	﹤0.01%	341
2016 Q2	$1K	Sell	3 -7,216	-100%	-$582K	﹤0.01%	303
2016 Q1	$583K	Sell	7,219 -5,006	-41%	-$401K	0.05%	199
2015 Q4	$973K	Buy	12,225 +6,481	+113%	+$519K	0.07%	171
2015 Q3	$462K	Sell	5,744 -696	-11%	-$55.8K	0.04%	207
2015 Q2	$517K	Sell	6,440 -15,053	-70%	-$1.21M	0.04%	218
2015 Q1	$1.73M	Sell	21,493 -5,690	-21%	-$457K	0.12%	137
2014 Q4	$2.17M	Buy	27,183 +346	+1%	+$27.8K	0.17%	86
2014 Q3	$2.15M	Sell	26,837 -40,582	-60%	-$3.25M	0.19%	76
2014 Q2	$5.42M	Buy	67,419 +4,615	+7%	+$370K	0.47%	35
2014 Q1	$5.03M	Sell	62,804 -10,483	-14%	-$841K	0.5%	32
2013 Q4	$5.86M	Buy	73,287 +10,733	+17%	+$863K	0.64%	29
2013 Q3	$5.03M	Sell	62,554 -66,212	-51%	-$5.3M	0.65%	27
2013 Q2	$10.3M	Buy	+128,766	New	+$10.4M	1.69%	20

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

Transamerica Financial Advisors's BSV Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 29% in Q2 2026, buying an estimated $364K and bringing the position to 20,694 shares worth $1.61M. The position accounts for 0.14% of the portfolio, ranked #158.

Transamerica Financial Advisors first reported a position in BSV in Q2 2013 and has held it in 35 quarters since. The position peaked at $10.3M in Q2 2013. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Transamerica Financial Advisors held 20,694 shares of Vanguard Short-Term Bond ETF worth $1.61M as of Q2 2026.
Transamerica Financial Advisors bought 4,661 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $364K.
Vanguard Short-Term Bond ETF made up 0.14% of Transamerica Financial Advisors's portfolio in Q2 2026, its #158 holding.
Transamerica Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 35 quarters since.
Transamerica Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $10.3M in Q2 2013.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.