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

Waterford 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	$20.4M	Buy	421,601 +25,519	+6%	+$1.99M	5.57%	7
2026 Q1	$18.9M	Buy	+396,082	New	+$31.2M	6%	7
2025 Q4	–	Sell	-180,361	Closed	-$14.2M	–	52
2025 Q3	$14.2M	Buy	180,361 +175,394	+3,531%	+$13.8M	4.92%	7
2025 Q2	$13.2M	Sell	4,967 -156,003	-97%	-$12.2M	4.88%	7
2025 Q1	$12.6M	Buy	+160,970	New	+$12.5M	5.23%	7
2024 Q4	–	Sell	-148,894	Closed	-$11.7M	–	48
2024 Q3	$11.7M	Sell	148,894 -1,507	-1%	-$117K	5.98%	5
2024 Q2	$11.5M	Buy	150,401 +3,838	+3%	+$293K	4.84%	8
2024 Q1	$11.2M	Buy	146,563 +13,891	+10%	+$1.07M	4.77%	8
2023 Q4	$10.2M	Buy	+132,672	New	+$10M	4.79%	9

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

Waterford Advisors's BSV Position: Q2 2026 in Review

Waterford Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 6.4% in Q2 2026, buying an estimated $1.99M and bringing the position to 421,601 shares worth $20.4M. The position accounts for 5.57% of the portfolio, ranked #7.

Waterford Advisors first reported a position in BSV in Q4 2023 and has held it in 9 quarters since. 1,361 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Waterford Advisors held 421,601 shares of Vanguard Short-Term Bond ETF worth $20.4M as of Q2 2026.
Waterford Advisors bought 25,519 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.99M.
Vanguard Short-Term Bond ETF made up 5.57% of Waterford Advisors's portfolio in Q2 2026, its #7 holding.
Waterford Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 9 quarters since.
1,361 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Waterford Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.