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 Q2	$23.7M	Buy	304,624 +18,967	+7%	+$1.48M	4.2%	7
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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BetterWealth's BSV Position: Q2 2026 in Review

BetterWealth increased its Vanguard Short-Term Bond ETF (BSV) stake by 6.6% in Q2 2026, buying an estimated $1.48M and bringing the position to 304,624 shares worth $23.7M. The position accounts for 4.2% of the portfolio, ranked #7.

BetterWealth first reported a position in BSV in Q2 2022 and has held it in 17 quarters since. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

BetterWealth held 304,624 shares of Vanguard Short-Term Bond ETF worth $23.7M as of Q2 2026.
BetterWealth bought 18,967 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.48M.
Vanguard Short-Term Bond ETF made up 4.2% of BetterWealth's portfolio in Q2 2026, its #7 holding.
BetterWealth first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 17 quarters since.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on BetterWealth's 13F filing for Q2 2026, filed 22 Jul 2026.