VWA
BSV icon

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

Visionary 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 		$392K Buy
+5,031
New +$393K 0.02% 483
2025
Q2 		– Sell
-2,789
Closed -$218K – 573
2025
Q1 		$218K Sell
2,789
-477
-15% -$37K 0.01% 509
2024
Q4 		$252K Sell
3,266
-83
-2% -$6.44K 0.01% 478
2024
Q3 		$263K Sell
3,349
-2,471
-42% -$192K 0.02% 465
2024
Q2 		$446K Buy
5,820
+104
+2% +$7.93K 0.03% 345
2024
Q1 		$438K Sell
5,716
-748
-12% -$57.4K 0.03% 343
2023
Q4 		$498K Sell
6,464
-951
-13% -$72K 0.04% 312
2023
Q3 		$557K Sell
7,415
-119
-2% -$8.97K 0.05% 281
2023
Q2 		$569K Sell
7,534
-1,759
-19% -$134K 0.05% 275
2023
Q1 		$711K Sell
9,293
-3,123
-25% -$237K 0.06% 235
2022
Q4 		$935K Sell
12,416
-3,132
-20% -$235K 0.09% 186
2022
Q3 		$1.16M Sell
15,548
-18,095
-54% -$1.38M 0.12% 153
2022
Q2 		$2.58M Sell
33,643
-38,702
-53% -$2.98M 0.23% 105
2022
Q1 		$5.64M Sell
72,345
-68,783
-49% -$5.46M 0.45% 57
2021
Q4 		$11.4M Buy
141,128
+10,668
+8% +$868K 0.94% 27
2021
Q3 		$10.7M Buy
130,460
+19,898
+18% +$1.64M 1.1% 26
2021
Q2 		$9.08M Buy
110,562
+45,897
+71% +$3.78M 0.91% 29
2021
Q1 		$5.32M Buy
64,665
+47,124
+269% +$3.89M 0.56% 43
2020
Q4 		$1.45M Buy
17,541
+5,354
+44% +$444K 0.16% 116
2020
Q3 		$1.01M Buy
12,187
+5,134
+73% +$427K 0.14% 116
2020
Q2 		$586K Buy
+7,053
New +$583K 0.09% 141

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Visionary Wealth Advisors's BSV Position: Q2 2026 in Review

Visionary Wealth Advisors opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 5,031 shares worth $392K. The stake represents 0.02% of the portfolio and ranks #483 among its holdings. This is a return to the name: Visionary Wealth Advisors previously reported a position in BSV as recently as Q1 2025.

Visionary Wealth Advisors first reported a position in BSV in Q2 2020 and has held it in 21 quarters since. The position peaked at $11.4M in Q4 2021. 1,357 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Visionary Wealth Advisors held 5,031 shares of Vanguard Short-Term Bond ETF worth $392K as of Q2 2026.
  • Vanguard Short-Term Bond ETF was a new Visionary Wealth Advisors position in Q2 2026.
  • Vanguard Short-Term Bond ETF made up 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #483 holding.
  • Visionary Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and has held it in 21 quarters since.
  • Visionary Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $11.4M in Q4 2021.
  • 1,357 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

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