Vestia Personal Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Vestia Personal Wealth 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	$473K	Buy	6,068 +88	+1%	+$6.87K	0.18%	61
2026 Q1	$469K	Buy	5,980 +227	+4%	+$17.9K	0.22%	58
2025 Q4	$453K	Buy	5,753 +98	+2%	+$7.73K	0.23%	56
2025 Q3	$446K	Buy	5,655 +72	+1%	+$5.66K	0.26%	57
2025 Q2	$439K	Buy	5,583 +160	+3%	+$12.5K	0.3%	51
2025 Q1	$424K	Buy	5,423 +16	+0.3%	+$1.24K	0.34%	48
2024 Q4	$418K	Buy	5,407 +172	+3%	+$13.3K	0.34%	48
2024 Q3	$412K	Buy	5,235 +1,322	+34%	+$103K	0.39%	41
2024 Q2	$300K	Buy	+3,913	New	+$299K	0.32%	51

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 22.9% 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

Vestia Personal Wealth Advisors's BSV Position: Q2 2026 in Review

Vestia Personal Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.5% in Q2 2026, buying an estimated $6.87K and bringing the position to 6,068 shares worth $473K. The position accounts for 0.18% of the portfolio, ranked #61.

Vestia Personal Wealth Advisors first reported a position in BSV in Q2 2024 and has held it in 9 quarters since. 1,363 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Vestia Personal Wealth Advisors held 6,068 shares of Vanguard Short-Term Bond ETF worth $473K as of Q2 2026.
Vestia Personal Wealth Advisors bought 88 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $6.87K.
Vanguard Short-Term Bond ETF made up 0.18% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #61 holding.
Vestia Personal Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2024 and has held it in 9 quarters since.
1,363 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.