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Wellington-Altus USA’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Wellington-Altus USA’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 		$736K Sell
9,386
-554
-6% -$43.2K 0.52% 39
2026
Q1 		$774K Sell
9,940
-416
-4% -$32.8K 0.46% 48
2025
Q4 		$816K Buy
+10,356
New +$817K 0.6% 37

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

Wellington-Altus USA's BSV Position: Q2 2026 in Review

Wellington-Altus USA reduced its Vanguard Short-Term Bond ETF (BSV) stake by 5.6% in Q2 2026, selling an estimated $43.2K and leaving 9,386 shares worth $736K. The position accounts for 0.52% of the portfolio, ranked #39.

Wellington-Altus USA first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $816K in Q4 2025. 1,361 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Wellington-Altus USA held 9,386 shares of Vanguard Short-Term Bond ETF worth $736K as of Q2 2026.
  • Wellington-Altus USA sold 554 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $43.2K.
  • Vanguard Short-Term Bond ETF made up 0.52% of Wellington-Altus USA's portfolio in Q2 2026, its #39 holding.
  • Wellington-Altus USA first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Vanguard Short-Term Bond ETF position peaked at $816K in Q4 2025.
  • 1,361 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.