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Wealth Advisory Solutions’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Wealth Advisory Solutions’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
Q1 		$407K Sell
5,189
-72
-1% -$5.67K 0.09% 101
2025
Q4 		$415K Sell
5,261
-968
-16% -$76.4K 0.1% 98
2025
Q3 		$492K Buy
6,229
+82
+1% +$6.45K 0.12% 93
2025
Q2 		$484K Sell
6,147
-110
-2% -$8.6K 0.12% 92
2025
Q1 		$490K Sell
6,257
-505
-7% -$39.2K 0.13% 91
2024
Q4 		$523K Sell
6,762
-1,552
-19% -$120K 0.15% 86
2024
Q3 		$654K Sell
8,314
-12
-0.1% -$935 0.18% 72
2024
Q2 		$639K Sell
8,326
-89
-1% -$6.79K 0.17% 72
2024
Q1 		$645K Sell
8,415
-1,127
-12% -$86.5K 0.17% 73
2023
Q4 		$735K Sell
9,542
-10,291
-52% -$779K 0.26% 47
2023
Q3 		$1.51M Buy
19,833
+8,275
+72% +$624K 0.3% 56
2023
Q2 		$873K Sell
11,558
-9
-0.1% -$686 0.23% 65
2023
Q1 		$885K Sell
11,567
-8,136
-41% -$617K 0.24% 71
2022
Q4 		$1.48M Sell
19,703
-13,311
-40% -$999K 0.4% 63
2022
Q3 		$2.47M Sell
33,014
-95,265
-74% -$7.28M 0.68% 46
2022
Q2 		$9.85M Sell
128,279
-28,607
-18% -$2.2M 2.42% 6
2022
Q1 		$12.2M Buy
+156,886
New +$12.5M 2.54% 6
2021
Q3 		$13.6M Buy
165,484
+26,465
+19% +$2.17M 3.01% 5
2021
Q2 		$11.4M Sell
139,019
-24,450
-15% -$2.01M 2.71% 6
2021
Q1 		$13K Buy
163,469
+85,250
+109% +$7.04M 0.01% 68
2020
Q4 		$6.48M Sell
78,219
-9,375
-11% -$777K 1.76% 16
2020
Q3 		$7.27M Buy
87,594
+2,300
+3% +$191K 1.93% 10
2020
Q2 		$7.09M Buy
85,294
+2,275
+3% +$188K 1.97% 8
2020
Q1 		$6.82M Buy
+83,019
New +$6.74M 2.32% 6

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Advisory Solutions's BSV Position: Q1 2026 in Review

Wealth Advisory Solutions reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.4% in Q1 2026, selling an estimated $5.67K and leaving 5,189 shares worth $407K. The position accounts for 0.09% of the portfolio, ranked #101.

Wealth Advisory Solutions first reported a position in BSV in Q1 2020 and has held it in 24 quarters since. The position peaked at $13.6M in Q3 2021. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Wealth Advisory Solutions held 5,189 shares of Vanguard Short-Term Bond ETF worth $407K as of Q1 2026.
  • Wealth Advisory Solutions sold 72 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $5.67K.
  • Vanguard Short-Term Bond ETF made up 0.09% of Wealth Advisory Solutions's portfolio in Q1 2026, its #101 holding.
  • Wealth Advisory Solutions first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and has held it in 24 quarters since.
  • Wealth Advisory Solutions's Vanguard Short-Term Bond ETF position peaked at $13.6M in Q3 2021.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.