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
Q3 		$23.5M Buy
307,279
+2,655
+0.9% +$205K 3.97% 7
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

Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
RCI
RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return
Martel Wealth Advisors
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

BetterWealth's BSV Position: Q3 2026 in Review

BetterWealth increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.87% in Q3 2026, buying an estimated $205K and bringing the position to 307,279 shares worth $23.5M. The position accounts for 3.97% of the portfolio, ranked #7.

BetterWealth first reported a position in BSV in Q2 2022 and has held it in 18 quarters since. The position peaked at $23.7M in Q2 2026. 320 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • BetterWealth held 307,279 shares of Vanguard Short-Term Bond ETF worth $23.5M as of Q3 2026.
  • BetterWealth bought 2,655 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $205K.
  • Vanguard Short-Term Bond ETF made up 3.97% of BetterWealth's portfolio in Q3 2026, its #7 holding.
  • BetterWealth first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 18 quarters since.
  • BetterWealth's Vanguard Short-Term Bond ETF position peaked at $23.7M in Q2 2026.
  • 320 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on BetterWealth's 13F filing for Q3 2026, filed 15 Oct 2026.