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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
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 $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vance Wealth's BSV Position: Q1 2026 in Review

Vance Wealth increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.4% in Q1 2026, buying an estimated $1.42K and bringing the position to 4,560 shares worth $358K. The position accounts for 0.1% of the portfolio, ranked #88.

Vance Wealth first reported a position in BSV in Q4 2021 and has held it in 16 quarters since. The position peaked at $527K in Q4 2021. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Vance Wealth held 4,560 shares of Vanguard Short-Term Bond ETF worth $358K as of Q1 2026.
  • Vance Wealth bought 18 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $1.42K.
  • Vanguard Short-Term Bond ETF made up 0.1% of Vance Wealth's portfolio in Q1 2026, its #88 holding.
  • Vance Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Vance Wealth's Vanguard Short-Term Bond ETF position peaked at $527K in Q4 2021.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Vance Wealth's 13F filing for Q1 2026, filed 15 May 2026.