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

VCI Wealth Management’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	$10.5M	Sell	134,999 -801	-0.6%	-$62.5K	2.64%	9
2026 Q1	$10.6M	Buy	135,800 +14,644	+12%	+$1.15M	2.95%	8
2025 Q4	$9.55M	Buy	121,156 +12,544	+12%	+$990K	2.65%	8
2025 Q3	$8.57M	Buy	108,612 +7,373	+7%	+$580K	2.6%	10
2025 Q2	$7.97M	Buy	101,239 +11,773	+13%	+$920K	2.79%	9
2025 Q1	$7M	Buy	89,466 +7,175	+9%	+$557K	2.94%	9
2024 Q4	$6.36M	Buy	+82,291	New	+$6.39M	2.7%	10

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

VCI Wealth Management's BSV Position: Q2 2026 in Review

VCI Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.59% in Q2 2026, selling an estimated $62.5K and leaving 134,999 shares worth $10.5M. The position accounts for 2.64% of the portfolio, ranked #9.

VCI Wealth Management first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.6M in Q1 2026. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

VCI Wealth Management held 134,999 shares of Vanguard Short-Term Bond ETF worth $10.5M as of Q2 2026.
VCI Wealth Management sold 801 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $62.5K.
Vanguard Short-Term Bond ETF made up 2.64% of VCI Wealth Management's portfolio in Q2 2026, its #9 holding.
VCI Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
VCI Wealth Management's Vanguard Short-Term Bond ETF position peaked at $10.6M in Q1 2026.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on VCI Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.