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

Wealth Enhancement Advisory Services’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 		$25.7M Sell
337,295
-5,905
-2% -$461K 0.04% 366
2026
Q1 		$26.3M Sell
343,200
-185,902
-35% -$14.6M 0.05% 313
2025
Q4 		$41.7M Sell
529,102
-9,061
-2% -$715K 0.06% 295
2025
Q3 		$42.4M Buy
538,163
+9,525
+2% +$749K 0.06% 268
2025
Q2 		$41.4M Sell
528,638
-2,773
-0.5% -$217K 0.07% 259
2025
Q1 		$41.6M Buy
531,411
+5,581
+1% +$433K 0.08% 240
2024
Q4 		$40.6M Buy
525,830
+302,565
+136% +$23.5M 0.08% 238
2024
Q3 		$17.6M Buy
223,265
+29,438
+15% +$2.29M 0.04% 375
2024
Q2 		$14.9M Buy
193,827
+24,895
+15% +$1.9M 0.04% 392
2024
Q1 		$13M Buy
168,932
+6,791
+4% +$521K 0.03% 409
2023
Q4 		$12.5M Buy
162,141
+25,547
+19% +$1.93M 0.04% 381
2023
Q3 		$10.3M Buy
+136,594
New +$10.3M 0.03% 401
2022
Q3 		– Sell
-27,447
Closed -$2.1M – 325
2022
Q2 		$2.1M Sell
27,447
-247,300
-90% -$19.1M 0.03% 199
2022
Q1 		$21.3M Buy
+274,747
New +$21.8M 0.29% 54

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Wealth Enhancement Advisory Services's BSV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.7% in Q2 2026, selling an estimated $461K and leaving 337,295 shares worth $25.7M. The position accounts for 0.04% of the portfolio, ranked #366.

Wealth Enhancement Advisory Services first reported a position in BSV in Q1 2022 and has held it in 14 quarters since. The position peaked at $42.4M in Q3 2025. 396 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 337,295 shares of Vanguard Short-Term Bond ETF worth $25.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 5,905 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $461K.
  • Vanguard Short-Term Bond ETF made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #366 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Vanguard Short-Term Bond ETF position peaked at $42.4M in Q3 2025.
  • 396 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.