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

Valley Wealth Managers’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	$3.69M	Buy	47,336 +537	+1%	+$41.9K	0.21%	100
2026 Q1	$3.67M	Buy	46,799 +4,596	+11%	+$362K	0.24%	98
2025 Q4	$3.33M	Buy	42,203 +1,710	+4%	+$135K	0.21%	102
2025 Q3	$3.2M	Buy	40,493 +3,287	+9%	+$258K	0.21%	99
2025 Q2	$2.93M	Buy	37,206 +863	+2%	+$67.5K	0.21%	103
2025 Q1	$2.84M	Buy	36,343 +7,701	+27%	+$598K	0.22%	102
2024 Q4	$2.21M	Buy	28,642 +1,387	+5%	+$108K	0.17%	106
2024 Q3	$2.14M	Buy	27,255 +877	+3%	+$68.3K	0.16%	109
2024 Q2	$2.02M	Buy	26,378 +1,306	+5%	+$99.6K	0.16%	111
2024 Q1	$1.92M	Buy	25,072 +406	+2%	+$31.1K	0.14%	112
2023 Q4	$1.9M	Sell	24,666 -584	-2%	-$44.2K	0.15%	113
2023 Q3	$1.9M	Buy	25,250 +24,090	+2,077%	+$1.82M	0.16%	112
2023 Q2	$87.7K	Hold	1,160	–	–	0.01%	185
2023 Q1	$88.7K	Hold	1,160	–	–	0.01%	191
2022 Q4	$87.3K	Hold	1,160	–	–	0.01%	196
2022 Q3	$87K	Sell	1,160 -363	-24%	-$27.7K	0.01%	211
2022 Q2	$117K	Buy	+1,523	New	+$117K	0.01%	214

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

Valley Wealth Managers's BSV Position: Q2 2026 in Review

Valley Wealth Managers increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.1% in Q2 2026, buying an estimated $41.9K and bringing the position to 47,336 shares worth $3.69M. The position accounts for 0.21% of the portfolio, ranked #100.

Valley Wealth Managers first reported a position in BSV in Q2 2022 and has held it in 17 quarters since. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Valley Wealth Managers held 47,336 shares of Vanguard Short-Term Bond ETF worth $3.69M as of Q2 2026.
Valley Wealth Managers bought 537 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $41.9K.
Vanguard Short-Term Bond ETF made up 0.21% of Valley Wealth Managers's portfolio in Q2 2026, its #100 holding.
Valley Wealth Managers first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 17 quarters since.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.