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Wealthspire Advisors (New York)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Wealthspire Advisors (New York)’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 		$9.17M Sell
116,986
-4,236
-3% -$334K 0.07% 120
2025
Q4 		$9.55M Sell
121,222
-118,620
-49% -$9.36M 0.08% 120
2025
Q3 		$18.9M Buy
239,842
+117,200
+96% +$9.22M 0.1% 82
2025
Q2 		$9.65M Sell
122,642
-94,770
-44% -$7.41M 0.05% 119
2025
Q1 		$17M Buy
217,412
+103,809
+91% +$8.06M 0.1% 84
2024
Q4 		$8.78M Sell
113,603
-9,535
-8% -$740K 0.09% 114
2024
Q3 		$9.69M Sell
123,138
-8,730
-7% -$680K 0.1% 105
2024
Q2 		$10.1M Buy
131,868
+18,592
+16% +$1.42M 0.13% 76
2024
Q1 		$8.68M Buy
113,276
+3,193
+3% +$245K 0.12% 84
2023
Q4 		$8.48M Sell
110,083
-2,565
-2% -$194K 0.12% 80
2023
Q3 		$8.47M Sell
112,648
-2,959
-3% -$223K 0.14% 74
2023
Q2 		$8.74M Sell
115,607
-6,780
-6% -$517K 0.14% 74
2023
Q1 		$9.36M Sell
122,387
-27,855
-19% -$2.11M 0.16% 68
2022
Q4 		$11.3M Buy
150,242
+18,796
+14% +$1.41M 0.21% 62
2022
Q3 		$9.84M Buy
131,446
+65,071
+98% +$4.97M 0.21% 64
2022
Q2 		$5.1M Buy
66,375
+42,458
+178% +$3.27M 0.11% 87
2022
Q1 		$1.86M Buy
23,917
+3,959
+20% +$314K 0.04% 131
2021
Q4 		$1.61M Buy
19,958
+3,068
+18% +$250K 0.04% 168
2021
Q3 		$1.38M Buy
16,890
+5,156
+44% +$424K 0.03% 209
2021
Q2 		$964K Sell
11,734
-1,279
-10% -$105K 0.03% 164
2021
Q1 		$1.07M Buy
13,013
+984
+8% +$81.2K 0.03% 254
2020
Q4 		$997K Buy
+12,029
New +$997K 0.03% 204
2020
Q2 		– Sell
-6,498
Closed -$534K – 306
2020
Q1 		$534K Buy
+6,498
New +$528K 0.02% 284

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

Wealthspire Advisors (New York)'s BSV Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Vanguard Short-Term Bond ETF (BSV) stake by 3.5% in Q1 2026, selling an estimated $334K and leaving 116,986 shares worth $9.17M. The position accounts for 0.07% of the portfolio, ranked #120.

Wealthspire Advisors (New York) first reported a position in BSV in Q1 2020 and has held it in 23 quarters since. The position peaked at $18.9M in Q3 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Wealthspire Advisors (New York) held 116,986 shares of Vanguard Short-Term Bond ETF worth $9.17M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 4,236 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $334K.
  • Vanguard Short-Term Bond ETF made up 0.07% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #120 holding.
  • Wealthspire Advisors (New York) first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and has held it in 23 quarters since.
  • Wealthspire Advisors (New York)'s Vanguard Short-Term Bond ETF position peaked at $18.9M in Q3 2025.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.