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

Uptown 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	$7.8M	Hold	100,179	–	–	5.14%	7
2026 Q1	$7.86M	Buy	100,179 +9,303	+10%	+$732K	6.24%	5
2025 Q4	$7.16M	Buy	90,876 +9,614	+12%	+$758K	5.13%	6
2025 Q3	$6.41M	Sell	81,262 -1,354	-2%	-$106K	5.28%	6
2025 Q2	$6.5M	Buy	82,616 +1,756	+2%	+$137K	5.57%	5
2025 Q1	$6.33M	Buy	80,860 +6,315	+8%	+$490K	6.46%	5
2024 Q4	$5.76M	Buy	+74,545	New	+$5.79M	6.21%	5

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

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

Uptown Financial Advisors held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 100,179 shares worth $7.8M. The position accounts for 5.14% of the portfolio, ranked #7.

Uptown Financial Advisors first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.86M in Q1 2026. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Uptown Financial Advisors held 100,179 shares of Vanguard Short-Term Bond ETF worth $7.8M as of Q2 2026.
Uptown Financial Advisors left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 5.14% of Uptown Financial Advisors's portfolio in Q2 2026, its #7 holding.
Uptown Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Uptown Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $7.86M in Q1 2026.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.