Wingate Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Wingate Wealth Advisors’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	$352K	Buy	4,514 +578	+15%	+$45.1K	0.15%	95
2026 Q1	$309K	Buy	3,936 +359	+10%	+$28.3K	0.16%	98
2025 Q4	$282K	Sell	3,577 -262	-7%	-$20.7K	0.16%	103
2025 Q3	$303K	Buy	+3,839	New	+$302K	0.21%	93
2025 Q1	–	Sell	-16,112	Closed	-$1.24M	–	139
2024 Q4	$1.24M	Buy	+16,112	New	+$1.25M	1.22%	23

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

Wingate Wealth Advisors's BSV Position: Q2 2026 in Review

Wingate Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 15% in Q2 2026, buying an estimated $45.1K and bringing the position to 4,514 shares worth $352K. The position accounts for 0.15% of the portfolio, ranked #95.

Wingate Wealth Advisors first reported a position in BSV in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.24M in Q4 2024. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Wingate Wealth Advisors held 4,514 shares of Vanguard Short-Term Bond ETF worth $352K as of Q2 2026.
Wingate Wealth Advisors bought 578 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $45.1K.
Vanguard Short-Term Bond ETF made up 0.15% of Wingate Wealth Advisors's portfolio in Q2 2026, its #95 holding.
Wingate Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 5 quarters since.
Wingate Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $1.24M in Q4 2024.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.