Westside Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Westside Investment 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	$10.1K	Hold	130	–	–	﹤0.01%	1115
2026 Q1	$10.2K	Hold	130	–	–	﹤0.01%	1099
2025 Q4	$10.2K	Hold	130	–	–	﹤0.01%	1077
2025 Q3	$10.3K	Hold	130	–	–	﹤0.01%	1088
2025 Q2	$10.2K	Hold	130	–	–	﹤0.01%	928
2025 Q1	$10.2K	Hold	130	–	–	﹤0.01%	682
2024 Q4	$10K	Hold	130	–	–	﹤0.01%	684
2024 Q3	$10.2K	Hold	130	–	–	﹤0.01%	678
2024 Q2	$9.97K	Hold	130	–	–	﹤0.01%	656
2024 Q1	$9.97K	Hold	130	–	–	﹤0.01%	626
2023 Q4	$10K	Hold	130	–	–	﹤0.01%	588
2023 Q3	$9.77K	Hold	130	–	–	﹤0.01%	584
2023 Q2	$9.82K	Hold	130	–	–	﹤0.01%	593
2023 Q1	$9.94K	Hold	130	–	–	﹤0.01%	589
2022 Q4	$9	Hold	130	–	–	﹤0.01%	614
2022 Q3	$9	Buy	+130	New	+$9.93K	﹤0.01%	607

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

Westside Investment Management's BSV Position: Q2 2026 in Review

Westside Investment Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 130 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Westside Investment Management first reported a position in BSV in Q3 2022 and has held it in 16 quarters since. The position peaked at $10.3K in Q3 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Westside Investment Management held 130 shares of Vanguard Short-Term Bond ETF worth $10.1K as of Q2 2026.
Westside Investment Management left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1115 holding.
Westside Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and has held it in 16 quarters since.
Westside Investment Management's Vanguard Short-Term Bond ETF position peaked at $10.3K in Q3 2025.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.