Twin City Private Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Twin City Private 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	$372K	Buy	4,779 +287	+6%	+$22.4K	0.26%	90
2026 Q1	$352K	Sell	4,492 -21	-0.5%	-$1.65K	0.27%	87
2025 Q4	$356K	Sell	4,513 -271	-6%	-$21.4K	0.27%	83
2025 Q3	$378K	Buy	4,784 +405	+9%	+$31.8K	0.29%	84
2025 Q2	$345K	Buy	4,379 +8	+0.2%	+$625	0.28%	82
2025 Q1	$342K	Sell	4,371 -84	-2%	-$6.52K	0.3%	78
2024 Q4	$344K	Sell	4,455 -877	-16%	-$68.1K	0.3%	78
2024 Q3	$420K	Buy	5,332 +1,782	+50%	+$139K	0.36%	75
2024 Q2	$272K	Sell	3,550 -94	-3%	-$7.17K	0.26%	83
2024 Q1	$279K	Buy	+3,644	New	+$280K	0.28%	82

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

Twin City Private Wealth's BSV Position: Q2 2026 in Review

Twin City Private Wealth increased its Vanguard Short-Term Bond ETF (BSV) stake by 6.4% in Q2 2026, buying an estimated $22.4K and bringing the position to 4,779 shares worth $372K. The position accounts for 0.26% of the portfolio, ranked #90.

Twin City Private Wealth first reported a position in BSV in Q1 2024 and has held it in 10 quarters since. The position peaked at $420K in Q3 2024. 1,359 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Twin City Private Wealth held 4,779 shares of Vanguard Short-Term Bond ETF worth $372K as of Q2 2026.
Twin City Private Wealth bought 287 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $22.4K.
Vanguard Short-Term Bond ETF made up 0.26% of Twin City Private Wealth's portfolio in Q2 2026, its #90 holding.
Twin City Private Wealth first reported a position in Vanguard Short-Term Bond ETF in Q1 2024 and has held it in 10 quarters since.
Twin City Private Wealth's Vanguard Short-Term Bond ETF position peaked at $420K in Q3 2024.
1,359 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Twin City Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.