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

Balance Wealth’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 Q3	$917	Buy	+12	New	+$928	﹤0.01%	845

Other funds holding BSV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

Balance Wealth's BSV Position: Q3 2026 in Review

Balance Wealth opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q3 2026: 12 shares worth $917. The stake represents ﹤0.01% of the portfolio and ranks #845 among its holdings.

1,201 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Balance Wealth held 12 shares of Vanguard Short-Term Bond ETF worth $917 as of Q3 2026.
Vanguard Short-Term Bond ETF was a new Balance Wealth position in Q3 2026.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #845 holding.
1,201 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.