Accretive Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Accretive Wealth Partners’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 Q1	$397K	Buy	+5,059	New	+$398K	0.11%	131

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Accretive Wealth Partners's BSV Position: Q1 2026 in Review

Accretive Wealth Partners opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q1 2026: 5,059 shares worth $397K. The stake represents 0.11% of the portfolio and ranks #131 among its holdings.

1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Accretive Wealth Partners held 5,059 shares of Vanguard Short-Term Bond ETF worth $397K as of Q1 2026.
Vanguard Short-Term Bond ETF was a new Accretive Wealth Partners position in Q1 2026.
Vanguard Short-Term Bond ETF made up 0.11% of Accretive Wealth Partners's portfolio in Q1 2026, its #131 holding.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.