Vertrix Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
Other funds holding BSV
AF
Vertrix Wealth Management's BSV Position: Q2 2026 in Review
Vertrix Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 6.4% in Q2 2026, buying an estimated $900K and bringing the position to 190,848 shares worth $14.9M. The position accounts for 5.01% of the portfolio, ranked #2.
Vertrix Wealth Management first reported a position in BSV in Q1 2026 and has held it in 2 quarters since. 1,348 funds tracked by Wall St. Rank hold BSV as of Q2 2026.
- Vertrix Wealth Management held 190,848 shares of Vanguard Short-Term Bond ETF worth $14.9M as of Q2 2026.
- Vertrix Wealth Management bought 11,533 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $900K.
- Vanguard Short-Term Bond ETF made up 5.01% of Vertrix Wealth Management's portfolio in Q2 2026, its #2 holding.
- Vertrix Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2026 and has held it in 2 quarters since.
- 1,348 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.
Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.