Western Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Western Wealth Management’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	$1.9M	Buy	24,396 +893	+4%	+$69.7K	0.06%	312
2026 Q1	$1.84M	Buy	23,503 +10,173	+76%	+$801K	0.07%	291
2025 Q4	$1.05M	Buy	13,330 +5,125	+62%	+$404K	0.05%	338
2025 Q3	$647K	Sell	8,205 -1,404	-15%	-$110K	0.03%	393
2025 Q2	$756K	Sell	9,609 -291	-3%	-$22.8K	0.04%	326
2025 Q1	$775K	Sell	9,900 -2,248	-19%	-$175K	0.05%	292
2024 Q4	$939K	Sell	12,148 -789	-6%	-$61.2K	0.05%	327
2024 Q3	$1.02M	Sell	12,937 -590	-4%	-$46K	0.06%	310
2024 Q2	$1.04M	Buy	13,527 +2	+0%	+$153	0.08%	222
2024 Q1	$1.04M	Sell	13,525 -406	-3%	-$31.1K	0.08%	225
2023 Q4	$1.07M	Sell	13,931 -298	-2%	-$22.6K	0.08%	262
2023 Q3	$1.07M	Sell	14,229 -481	-3%	-$36.3K	0.09%	231
2023 Q2	$1.11M	Buy	14,710 +353	+2%	+$26.9K	0.09%	220
2023 Q1	$1.1M	Sell	14,357 -288	-2%	-$21.8K	0.1%	215
2022 Q4	$1.1M	Sell	14,645 -22,257	-60%	-$1.67M	0.11%	200
2022 Q3	$2.76M	Sell	36,902 -4,340	-11%	-$332K	0.16%	149
2022 Q2	$3.17M	Buy	41,242 +1,427	+4%	+$110K	0.18%	131
2022 Q1	$3.1M	Buy	39,815 +21,473	+117%	+$1.7M	0.15%	146
2021 Q4	$1.48M	Buy	+18,342	New	+$1.49M	0.15%	144
2021 Q2	$1.46M	Buy	17,794 +1,623	+10%	+$134K	0.15%	150
2021 Q1	$1.33M	Buy	16,171 +2,154	+15%	+$178K	0.18%	131
2020 Q4	$1.16M	Buy	14,017 +2,403	+21%	+$199K	0.17%	140
2020 Q3	$965K	Sell	11,614 -128	-1%	-$10.6K	0.16%	150
2020 Q2	$976K	Sell	11,742 -577	-5%	-$47.7K	0.18%	132
2020 Q1	$1.01M	Sell	12,319 -387	-3%	-$31.4K	0.23%	104
2019 Q4	$1.02M	Buy	12,706 +51	+0.4%	+$4.12K	0.16%	136
2019 Q3	$1.02M	Buy	12,655 +150	+1%	+$12.1K	0.21%	116
2019 Q2	$1.01M	Sell	12,505 -1,866	-13%	-$149K	0.13%	132
2019 Q1	$1.15M	Buy	14,371 +444	+3%	+$35K	0.26%	97
2018 Q4	$1.09M	Buy	+13,927	New	+$1.09M	0.29%	82

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Western Wealth Management's BSV Position: Q2 2026 in Review

Western Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.8% in Q2 2026, buying an estimated $69.7K and bringing the position to 24,396 shares worth $1.9M. The position accounts for 0.06% of the portfolio, ranked #312.

Western Wealth Management first reported a position in BSV in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.17M in Q2 2022. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Western Wealth Management held 24,396 shares of Vanguard Short-Term Bond ETF worth $1.9M as of Q2 2026.
Western Wealth Management bought 893 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $69.7K.
Vanguard Short-Term Bond ETF made up 0.06% of Western Wealth Management's portfolio in Q2 2026, its #312 holding.
Western Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 30 quarters since.
Western Wealth Management's Vanguard Short-Term Bond ETF position peaked at $3.17M in Q2 2022.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.