XML Financial’s Vanguard Short-Term Bond ETF BSV Stock Holding History

XML Financial’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	$24.7M	Buy	317,267 +45,716	+17%	+$3.57M	1.8%	10
2026 Q1	$21.3M	Buy	271,551 +20,616	+8%	+$1.62M	1.72%	10
2025 Q4	$19.8M	Sell	250,935 -3,483	-1%	-$275K	1.61%	12
2025 Q3	$20.1M	Buy	+254,418	New	+$20M	1.63%	12
2020 Q1	–	Sell	-3,102	Closed	-$250K	–	174
2019 Q4	$250K	Buy	+3,102	New	+$250K	0.09%	148

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

XML Financial's BSV Position: Q2 2026 in Review

XML Financial increased its Vanguard Short-Term Bond ETF (BSV) stake by 17% in Q2 2026, buying an estimated $3.57M and bringing the position to 317,267 shares worth $24.7M. The position accounts for 1.8% of the portfolio, ranked #10.

XML Financial first reported a position in BSV in Q4 2019 and has held it in 5 quarters since. 1,353 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

XML Financial held 317,267 shares of Vanguard Short-Term Bond ETF worth $24.7M as of Q2 2026.
XML Financial bought 45,716 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $3.57M.
Vanguard Short-Term Bond ETF made up 1.8% of XML Financial's portfolio in Q2 2026, its #10 holding.
XML Financial first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 5 quarters since.
1,353 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.