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

Apex 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	$4.97M	Buy	+63,357	New	+$4.99M	3.41%	11

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

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

Apex Wealth Management opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q1 2026: 63,357 shares worth $4.97M. The stake represents 3.41% of the portfolio and ranks #11 among its holdings.

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

Apex Wealth Management held 63,357 shares of Vanguard Short-Term Bond ETF worth $4.97M as of Q1 2026.
Vanguard Short-Term Bond ETF was a new Apex Wealth Management position in Q1 2026.
Vanguard Short-Term Bond ETF made up 3.41% of Apex Wealth Management's portfolio in Q1 2026, its #11 holding.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Apex Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.