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

Waverly 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 		$2.67M Buy
34,256
+4,764
+16% +$372K 0.02% 629
2026
Q1 		$2.31M Buy
29,492
+6,924
+31% +$545K 0.02% 613
2025
Q4 		$1.78M Buy
22,568
+14,557
+182% +$1.15M 0.01% 620
2025
Q3 		$632K Sell
8,011
-852
-10% -$67K 0.01% 776
2025
Q2 		$698K Sell
8,863
-1,053
-11% -$82.3K 0.01% 718
2025
Q1 		$776K Buy
9,916
+1,056
+12% +$82K 0.01% 663
2024
Q4 		$685K Buy
8,860
+2,567
+41% +$199K 0.01% 605
2024
Q3 		$495K Sell
6,293
-1,012
-14% -$78.8K 0.01% 584
2024
Q2 		$560K Buy
7,305
+1,905
+35% +$145K 0.01% 555
2024
Q1 		$414K Buy
5,400
+2,021
+60% +$155K 0.01% 514
2023
Q4 		$260K Sell
3,379
-35
-1% -$2.65K 0.01% 383
2023
Q3 		$257K Sell
3,414
-735
-18% -$55.4K 0.01% 349
2023
Q2 		$314K Sell
4,149
-3,200
-44% -$244K 0.01% 294
2023
Q1 		$562K Sell
7,349
-18
-0.2% -$1.36K 0.03% 179
2022
Q4 		$555K Buy
7,367
+1,189
+19% +$89.2K 0.03% 166
2022
Q3 		$462K Hold
6,178
– – 0.03% 159
2022
Q2 		$474K Buy
6,178
+155
+3% +$11.9K 0.04% 133
2022
Q1 		$469K Buy
6,023
+1
+0% +$79 0.04% 125
2021
Q4 		$478K Hold
6,022
– – 0.04% 123
2021
Q3 		$489K Hold
6,022
– – 0.04% 124
2021
Q2 		$495K Hold
6,022
– – 0.05% 112
2021
Q1 		$496K Hold
6,022
– – 0.05% 102
2020
Q4 		$499K Buy
6,022
+2,924
+94% +$242K 0.05% 94
2020
Q3 		$257K Buy
+3,098
New +$257K 0.03% 120
2018
Q1 		– Sell
-7
Closed -$1K – 205
2017
Q4 		$1K Buy
+7
New +$556 ﹤0.01% 392
2014
Q1 		– Sell
-1,435
Closed -$115K – 702
2013
Q4 		$115K Buy
1,435
+1,121
+357% +$90.1K 0.04% 204
2013
Q3 		$25K Buy
+314
New +$25.2K 0.01% 332

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 22.9% 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

Waverly Advisors's BSV Position: Q2 2026 in Review

Waverly Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 16% in Q2 2026, buying an estimated $372K and bringing the position to 34,256 shares worth $2.67M. The position accounts for 0.02% of the portfolio, ranked #629.

Waverly Advisors first reported a position in BSV in Q3 2013 and has held it in 27 quarters since. 1,363 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Waverly Advisors held 34,256 shares of Vanguard Short-Term Bond ETF worth $2.67M as of Q2 2026.
  • Waverly Advisors bought 4,764 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $372K.
  • Vanguard Short-Term Bond ETF made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #629 holding.
  • Waverly Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2013 and has held it in 27 quarters since.
  • 1,363 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

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