WA
BSV icon

WPG Advisers’s Vanguard Short-Term Bond ETF BSV Stock Holding History

WPG Advisers’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 		$137K Hold
1,764
– – 0.08% 147
2026
Q1 		$138K Hold
1,764
– – 0.1% 116
2025
Q4 		$139K Hold
1,764
– – 0.1% 127
2025
Q3 		$139K Hold
1,764
– – 0.11% 120
2025
Q2 		$139K Sell
1,764
-2,140
-55% -$167K 0.12% 119
2025
Q1 		$306K Sell
3,904
-437
-10% -$33.9K 0.29% 53
2024
Q4 		$335K Buy
+4,341
New +$337K 0.31% 50

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

WPG Advisers's BSV Position: Q2 2026 in Review

WPG Advisers held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 1,764 shares worth $137K. The position accounts for 0.08% of the portfolio, ranked #147.

WPG Advisers first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $335K in Q4 2024. 928 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • WPG Advisers held 1,764 shares of Vanguard Short-Term Bond ETF worth $137K as of Q2 2026.
  • WPG Advisers left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Bond ETF made up 0.08% of WPG Advisers's portfolio in Q2 2026, its #147 holding.
  • WPG Advisers first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Vanguard Short-Term Bond ETF position peaked at $335K in Q4 2024.
  • 928 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.