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 Q2	$5.52M	Sell	70,867 -624	-0.9%	-$48.7K	0.16%	137
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 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

VestGen Advisors's BSV Position: Q2 2026 in Review

VestGen Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.87% in Q2 2026, selling an estimated $48.7K and leaving 70,867 shares worth $5.52M. The position accounts for 0.16% of the portfolio, ranked #137.

VestGen Advisors first reported a position in BSV in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.5M in Q4 2025. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

VestGen Advisors held 70,867 shares of Vanguard Short-Term Bond ETF worth $5.52M as of Q2 2026.
VestGen Advisors sold 624 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $48.7K.
Vanguard Short-Term Bond ETF made up 0.16% of VestGen Advisors's portfolio in Q2 2026, its #137 holding.
VestGen Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's Vanguard Short-Term Bond ETF position peaked at $10.5M in Q4 2025.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.