B
BSV icon

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

BetterWealth’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 		$22.4M Buy
285,657
+10,788
+4% +$849K 4.39% 7
2025
Q4 		$21.7M Buy
274,869
+14,423
+6% +$1.14M 4.94% 6
2025
Q3 		$20.6M Buy
260,446
+15,210
+6% +$1.2M 4.89% 6
2025
Q2 		$19.3M Buy
245,236
+16,043
+7% +$1.25M 4.94% 6
2025
Q1 		$17.9M Buy
229,193
+5,157
+2% +$400K 5.03% 6
2024
Q4 		$17.3M Buy
224,036
+12,792
+6% +$993K 4.77% 5
2024
Q3 		$16.6M Buy
211,244
+14,378
+7% +$1.12M 4.91% 8
2024
Q2 		$15.1M Buy
196,866
+20,909
+12% +$1.6M 4.81% 8
2024
Q1 		$13.5M Buy
175,957
+6,782
+4% +$520K 4.39% 8
2023
Q4 		$13M Sell
169,175
-1,802
-1% -$136K 4.46% 8
2023
Q3 		$12.9M Buy
170,977
+1,829
+1% +$138K 5.18% 7
2023
Q2 		$12.8M Sell
169,148
-1,566
-0.9% -$119K 4.98% 8
2023
Q1 		$13.1M Buy
170,714
+2,884
+2% +$219K 5.29% 7
2022
Q4 		$12.6M Buy
167,830
+533
+0.3% +$40K 5.69% 7
2022
Q3 		$12.5M Sell
167,297
-65
-0% -$4.97K 6.44% 6
2022
Q2 		$12.9M Buy
+167,362
New +$12.9M 6.34% 6

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

BetterWealth's BSV Position: Q1 2026 in Review

BetterWealth increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.9% in Q1 2026, buying an estimated $849K and bringing the position to 285,657 shares worth $22.4M. The position accounts for 4.39% of the portfolio, ranked #7.

BetterWealth first reported a position in BSV in Q2 2022 and has held it in 16 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • BetterWealth held 285,657 shares of Vanguard Short-Term Bond ETF worth $22.4M as of Q1 2026.
  • BetterWealth bought 10,788 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $849K.
  • Vanguard Short-Term Bond ETF made up 4.39% of BetterWealth's portfolio in Q1 2026, its #7 holding.
  • BetterWealth first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.