VA
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VestGen Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

VestGen Advisors’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 		$5.57M Sell
71,491
-61,121
-46% -$4.81M 0.15% 131
2025
Q4 		$10.5M Buy
132,612
+85,218
+180% +$6.72M 0.44% 49
2025
Q3 		$3.74M Buy
47,394
+2,644
+6% +$208K 0.12% 162
2025
Q2 		$3.52M Sell
44,750
-4,713
-10% -$368K 0.14% 149
2025
Q1 		$3.87M Buy
+49,463
New +$3.84M 0.18% 122

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

VestGen Advisors's BSV Position: Q1 2026 in Review

VestGen Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 46% in Q1 2026, selling an estimated $4.81M and leaving 71,491 shares worth $5.57M. The position accounts for 0.15% of the portfolio, ranked #131.

VestGen Advisors first reported a position in BSV in Q1 2025 and has held it in 5 quarters since. The position peaked at $10.5M in Q4 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • VestGen Advisors held 71,491 shares of Vanguard Short-Term Bond ETF worth $5.57M as of Q1 2026.
  • VestGen Advisors sold 61,121 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $4.81M.
  • Vanguard Short-Term Bond ETF made up 0.15% of VestGen Advisors's portfolio in Q1 2026, its #131 holding.
  • VestGen Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • VestGen Advisors's Vanguard Short-Term Bond ETF position peaked at $10.5M in Q4 2025.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.