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Vision Retirement’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Vision Retirement’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 		$14.9K Hold
191
– – ﹤0.01% 386
2026
Q1 		$15K Buy
+191
New +$15K ﹤0.01% 363

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Vision Retirement's BSV Position: Q2 2026 in Review

Vision Retirement held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 191 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Vision Retirement first reported a position in BSV in Q1 2026 and has held it in 2 quarters since. The position peaked at $15K in Q1 2026. 1,318 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Vision Retirement held 191 shares of Vanguard Short-Term Bond ETF worth $14.9K as of Q2 2026.
  • Vision Retirement left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Bond ETF made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #386 holding.
  • Vision Retirement first reported a position in Vanguard Short-Term Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Vision Retirement's Vanguard Short-Term Bond ETF position peaked at $15K in Q1 2026.
  • 1,318 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.