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

Chico Wealth RIA’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 		$651K Sell
8,304
-719
-8% -$56.6K 0.4% 22
2025
Q4 		$711K Buy
9,023
+9
+0.1% +$710 0.46% 19
2025
Q3 		$711K Sell
9,014
-227
-2% -$17.9K 0.48% 16
2025
Q2 		$727K Sell
9,241
-114
-1% -$8.91K 0.58% 13
2025
Q1 		$732K Sell
9,355
-600
-6% -$46.6K 0.64% 11
2024
Q4 		$769K Sell
9,955
-3,802
-28% -$295K 0.67% 12
2024
Q3 		$1.08M Buy
13,757
+113
+0.8% +$8.8K 0.93% 10
2024
Q2 		$1.05M Sell
13,644
-3,631
-21% -$277K 0.96% 10
2024
Q1 		$1.32M Buy
17,275
+1,404
+9% +$108K 1.25% 8
2023
Q4 		$1.22M Sell
15,871
-10
-0.1% -$757 1.27% 9
2023
Q3 		$1.19M Buy
15,881
+340
+2% +$25.6K 1.43% 8
2023
Q2 		$1.17M Buy
15,541
+1,023
+7% +$78K 1.4% 8
2023
Q1 		$1.11M Buy
14,518
+12
+0.1% +$909 1.43% 9
2022
Q4 		$1.09M Buy
14,506
+212
+1% +$15.9K 1.22% 10
2022
Q3 		$1.07M Sell
14,294
-236
-2% -$18K 1.24% 12
2022
Q2 		$1.12M Sell
14,530
-1,022
-7% -$78.7K 0.91% 14
2022
Q1 		$1.21M Buy
+15,552
New +$1.23M 0.97% 14

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 $424B AUM 22.96% 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

Chico Wealth RIA's BSV Position: Q1 2026 in Review

Chico Wealth RIA reduced its Vanguard Short-Term Bond ETF (BSV) stake by 8% in Q1 2026, selling an estimated $56.6K and leaving 8,304 shares worth $651K. The position accounts for 0.4% of the portfolio, ranked #22.

Chico Wealth RIA first reported a position in BSV in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.32M in Q1 2024. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Chico Wealth RIA held 8,304 shares of Vanguard Short-Term Bond ETF worth $651K as of Q1 2026.
  • Chico Wealth RIA sold 719 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $56.6K.
  • Vanguard Short-Term Bond ETF made up 0.4% of Chico Wealth RIA's portfolio in Q1 2026, its #22 holding.
  • Chico Wealth RIA first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Chico Wealth RIA's Vanguard Short-Term Bond ETF position peaked at $1.32M in Q1 2024.
  • 1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Chico Wealth RIA's 13F filing for Q1 2026, filed 8 May 2026.