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

Vance 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 		$389K Buy
4,989
+429
+9% +$33.5K 0.09% 91
2026
Q1 		$358K Buy
4,560
+18
+0.4% +$1.42K 0.1% 88
2025
Q4 		$358K Buy
4,542
+77
+2% +$6.08K 0.11% 87
2025
Q3 		$352K Buy
4,465
+70
+2% +$5.5K 0.11% 86
2025
Q2 		$346K Sell
4,395
-694
-14% -$54.3K 0.12% 84
2025
Q1 		$398K Buy
5,089
+1,622
+47% +$126K 0.15% 72
2024
Q4 		$268K Buy
3,467
+17
+0.5% +$1.32K 0.1% 83
2024
Q3 		$271K Buy
3,450
+65
+2% +$5.06K 0.1% 83
2024
Q2 		$260K Buy
3,385
+95
+3% +$7.25K 0.11% 81
2024
Q1 		$252K Sell
3,290
-40
-1% -$3.07K 0.1% 81
2023
Q4 		$256K Buy
3,330
+84
+3% +$6.36K 0.11% 71
2023
Q3 		$244K Sell
3,246
-1,008
-24% -$76K 0.11% 71
2023
Q2 		$321K Buy
+4,254
New +$324K 0.15% 61
2022
Q4 		– Sell
-5,929
Closed -$444K – 76
2022
Q3 		$444K Hold
5,929
– – 0.34% 35
2022
Q2 		$455K Sell
5,929
-173
-3% -$13.3K 0.35% 33
2022
Q1 		$475K Sell
6,102
-417
-6% -$33.1K 0.6% 28
2021
Q4 		$527K Buy
+6,519
New +$530K 0.52% 23

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

Vance Wealth's BSV Position: Q2 2026 in Review

Vance Wealth increased its Vanguard Short-Term Bond ETF (BSV) stake by 9.4% in Q2 2026, buying an estimated $33.5K and bringing the position to 4,989 shares worth $389K. The position accounts for 0.09% of the portfolio, ranked #91.

Vance Wealth first reported a position in BSV in Q4 2021 and has held it in 17 quarters since. The position peaked at $527K in Q4 2021. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Vance Wealth held 4,989 shares of Vanguard Short-Term Bond ETF worth $389K as of Q2 2026.
  • Vance Wealth bought 429 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $33.5K.
  • Vanguard Short-Term Bond ETF made up 0.09% of Vance Wealth's portfolio in Q2 2026, its #91 holding.
  • Vance Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Vance Wealth's Vanguard Short-Term Bond ETF position peaked at $527K in Q4 2021.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.