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

AE 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
Q1 		$6.4M Sell
81,622
-42,321
-34% -$3.33M 0.03% 363
2025
Q4 		$9.77M Buy
123,943
+8,058
+7% +$636K 0.06% 288
2025
Q3 		$9.14M Buy
115,885
+49,896
+76% +$3.92M 0.06% 284
2025
Q2 		$5.19M Buy
65,989
+3,423
+5% +$268K 0.04% 344
2025
Q1 		$4.9M Sell
62,566
-5,223
-8% -$405K 0.04% 343
2024
Q4 		$5.24M Buy
67,789
+1,720
+3% +$133K 0.04% 331
2024
Q3 		$5.2M Sell
66,069
-54,752
-45% -$4.26M 0.05% 325
2024
Q2 		$9.27M Sell
120,821
-6,608
-5% -$504K 0.09% 230
2024
Q1 		$9.77M Sell
127,429
-429,428
-77% -$32.9M 0.11% 220
2023
Q4 		$42.8M Buy
556,857
+100,647
+22% +$7.62M 0.22% 97
2023
Q3 		$34.3M Sell
456,210
-11,900
-3% -$897K 0.21% 111
2023
Q2 		$35.4M Buy
468,110
+25,817
+6% +$1.97M 0.21% 100
2023
Q1 		$33.8M Buy
442,293
+22,973
+5% +$1.74M 0.22% 96
2022
Q4 		$31.6M Sell
419,320
-98,755
-19% -$7.41M 0.23% 89
2022
Q3 		$38.8M Sell
518,075
-30,829
-6% -$2.36M 0.31% 63
2022
Q2 		$42.1M Sell
548,904
-36,130
-6% -$2.78M 0.34% 61
2022
Q1 		$45.6M Buy
585,034
+3,612
+0.6% +$287K 0.31% 63
2021
Q4 		$47M Buy
581,422
+164,393
+39% +$13.4M 0.33% 61
2021
Q3 		$34.2M Sell
417,029
-608,871
-59% -$50M 0.28% 77
2021
Q2 		$84.3M Buy
1,025,900
+581,193
+131% +$47.8M 0.74% 21
2021
Q1 		$36.5M Buy
444,707
+68,893
+18% +$5.69M 0.37% 61
2020
Q4 		$31.2M Buy
375,814
+41,130
+12% +$3.41M 0.35% 64
2020
Q3 		$27.8M Buy
334,684
+60,885
+22% +$5.06M 0.4% 50
2020
Q2 		$22.8M Buy
273,799
+153,592
+128% +$12.7M 0.35% 61
2020
Q1 		$9.88M Buy
120,207
+424
+0.4% +$34.4K 0.23% 90
2019
Q4 		$9.66M Buy
119,783
+22,471
+23% +$1.81M 0.21% 97
2019
Q3 		$7.86M Buy
97,312
+58,307
+149% +$4.7M 0.23% 84
2019
Q2 		$3.14M Buy
39,005
+8,676
+29% +$692K 0.09% 173
2019
Q1 		$2.41M Buy
30,329
+9,268
+44% +$731K 0.17% 117
2018
Q4 		$1.66M Sell
21,061
-4,632
-18% -$361K 0.28% 95
2018
Q3 		$2M Buy
25,693
+2,511
+11% +$196K 0.11% 133
2018
Q2 		$1.81M Buy
23,182
+5,185
+29% +$405K 0.12% 107
2018
Q1 		$1.41M Sell
17,997
-254
-1% -$20K 0.11% 118
2017
Q4 		$1.44M Buy
18,251
+9,125
+100% +$725K 0.13% 117
2017
Q3 		$728K Sell
9,126
-1,325
-13% -$106K 0.07% 193
2017
Q2 		$835K Buy
10,451
+6,366
+156% +$508K 0.1% 171
2017
Q1 		$326K Buy
4,085
+34
+0.8% +$2.71K 0.06% 205
2016
Q4 		$322K Buy
+4,051
New +$324K 0.13% 146

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AE Wealth Management's BSV Position: Q1 2026 in Review

AE Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 34% in Q1 2026, selling an estimated $3.33M and leaving 81,622 shares worth $6.4M. The position accounts for 0.03% of the portfolio, ranked #363.

AE Wealth Management first reported a position in BSV in Q4 2016 and has held it in 38 quarters since. The position peaked at $84.3M in Q2 2021. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • AE Wealth Management held 81,622 shares of Vanguard Short-Term Bond ETF worth $6.4M as of Q1 2026.
  • AE Wealth Management sold 42,321 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $3.33M.
  • Vanguard Short-Term Bond ETF made up 0.03% of AE Wealth Management's portfolio in Q1 2026, its #363 holding.
  • AE Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's Vanguard Short-Term Bond ETF position peaked at $84.3M in Q2 2021.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.