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Transcendent Capital Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Transcendent Capital Group’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 		$1.09M Sell
13,946
-394
-3% -$30.7K 0.42% 60
2026
Q1 		$1.12M Sell
14,340
-40
-0.3% -$3.15K 0.51% 47
2025
Q4 		$1.13M Buy
14,380
+216
+2% +$17K 0.51% 50
2025
Q3 		$1.12M Buy
14,164
+754
+6% +$59.3K 0.5% 53
2025
Q2 		$1.06M Buy
13,410
+138
+1% +$10.8K 0.54% 50
2025
Q1 		$1.04M Buy
13,272
+750
+6% +$58.2K 0.58% 49
2024
Q4 		$968K Sell
12,522
-48
-0.4% -$3.73K 0.5% 46
2024
Q3 		$989K Buy
12,570
+846
+7% +$65.9K 0.51% 51
2024
Q2 		$899K Buy
11,724
+773
+7% +$59K 0.52% 46
2024
Q1 		$840K Buy
10,951
+271
+3% +$20.8K 0.49% 51
2023
Q4 		$823K Buy
+10,680
New +$808K 0.55% 41

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

Transcendent Capital Group's BSV Position: Q2 2026 in Review

Transcendent Capital Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 2.7% in Q2 2026, selling an estimated $30.7K and leaving 13,946 shares worth $1.09M. The position accounts for 0.42% of the portfolio, ranked #60.

Transcendent Capital Group first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.13M in Q4 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Transcendent Capital Group held 13,946 shares of Vanguard Short-Term Bond ETF worth $1.09M as of Q2 2026.
  • Transcendent Capital Group sold 394 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $30.7K.
  • Vanguard Short-Term Bond ETF made up 0.42% of Transcendent Capital Group's portfolio in Q2 2026, its #60 holding.
  • Transcendent Capital Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Transcendent Capital Group's Vanguard Short-Term Bond ETF position peaked at $1.13M in Q4 2025.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Transcendent Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.