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Wealth Dimensions Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Wealth Dimensions Group’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 		$19.5M Sell
250,190
-779
-0.3% -$60.8K 3.49% 10
2026
Q1 		$19.7M Buy
250,969
+4,116
+2% +$324K 3.87% 9
2025
Q4 		$19.5M Buy
246,853
+4,091
+2% +$323K 3.86% 8
2025
Q3 		$19.2M Buy
242,762
+1,563
+0.6% +$123K 3.94% 8
2025
Q2 		$19M Sell
241,199
-3,276
-1% -$256K 4.18% 8
2025
Q1 		$19.1M Sell
244,475
-631
-0.3% -$49K 4.57% 6
2024
Q4 		$18.9M Buy
245,106
+12,728
+5% +$988K 4.64% 7
2024
Q3 		$18.3M Sell
232,378
-508
-0.2% -$39.6K 4.63% 7
2024
Q2 		$17.9M Sell
232,886
-455
-0.2% -$34.7K 5.09% 6
2024
Q1 		$17.9M Buy
233,341
+1,979
+0.9% +$152K 5.28% 6
2023
Q4 		$17.8M Sell
231,362
-6,153
-3% -$466K 5.64% 5
2023
Q3 		$17.9M Buy
237,515
+933
+0.4% +$70.3K 6.48% 4
2023
Q2 		$17.9M Sell
236,582
-4,370
-2% -$333K 6.51% 4
2023
Q1 		$18.4M Sell
240,952
-1,209
-0.5% -$91.6K 7.13% 3
2022
Q4 		$18.2M Buy
242,161
+211,954
+702% +$15.9M 7.44% 3
2022
Q3 		$2.26M Sell
30,207
-3,755
-11% -$287K 1.12% 19
2022
Q2 		$2.61M Buy
33,962
+6,629
+24% +$511K 1.24% 14
2022
Q1 		$2.13M Sell
27,333
-386
-1% -$30.6K 0.99% 19
2021
Q4 		$2.24M Buy
27,719
+2,263
+9% +$184K 1.1% 17
2021
Q3 		$2.09M Buy
25,456
+1
+0% +$82 1.33% 15
2021
Q2 		$2.09M Hold
25,455
– – 1.42% 15
2021
Q1 		$2.09M Sell
25,455
-375
-1% -$31K 1.62% 12
2020
Q4 		$2.14M Buy
+25,830
New +$2.14M 1.85% 11

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

Wealth Dimensions Group's BSV Position: Q2 2026 in Review

Wealth Dimensions Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.31% in Q2 2026, selling an estimated $60.8K and leaving 250,190 shares worth $19.5M. The position accounts for 3.49% of the portfolio, ranked #10.

Wealth Dimensions Group first reported a position in BSV in Q4 2020 and has held it in 23 quarters since. The position peaked at $19.7M in Q1 2026. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Wealth Dimensions Group held 250,190 shares of Vanguard Short-Term Bond ETF worth $19.5M as of Q2 2026.
  • Wealth Dimensions Group sold 779 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $60.8K.
  • Vanguard Short-Term Bond ETF made up 3.49% of Wealth Dimensions Group's portfolio in Q2 2026, its #10 holding.
  • Wealth Dimensions Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Wealth Dimensions Group's Vanguard Short-Term Bond ETF position peaked at $19.7M in Q1 2026.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.