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

Woodside 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	$2.78M	Buy	35,639 +722	+2%	+$56.3K	1.93%	15
2026 Q1	$2.74M	Buy	34,917 +4,849	+16%	+$382K	2.14%	14
2025 Q4	$2.37M	Buy	30,068 +116	+0.4%	+$9.15K	1.77%	15
2025 Q3	$2.36M	Buy	29,952 +753	+3%	+$59.2K	1.86%	15
2025 Q2	$2.3M	Buy	29,199 +45	+0.2%	+$3.52K	1.98%	15
2025 Q1	$2.28M	Buy	+29,154	New	+$2.26M	2.12%	14

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

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

Woodside Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.1% in Q2 2026, buying an estimated $56.3K and bringing the position to 35,639 shares worth $2.78M. The position accounts for 1.93% of the portfolio, ranked #15.

Woodside Wealth Management first reported a position in BSV in Q1 2025 and has held it in 6 quarters since. 1,348 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Woodside Wealth Management held 35,639 shares of Vanguard Short-Term Bond ETF worth $2.78M as of Q2 2026.
Woodside Wealth Management bought 722 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $56.3K.
Vanguard Short-Term Bond ETF made up 1.93% of Woodside Wealth Management's portfolio in Q2 2026, its #15 holding.
Woodside Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
1,348 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Woodside Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.