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

Collaborative Wealth Management’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	$250K	Buy	+3,188	New	+$251K	0.11%	127
2021 Q4	$261K	Buy	+3,224	New	+$262K	0.14%	177
2021 Q1	$251K	Buy	+3,224	New	+$266K	0.14%	166

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Collaborative Wealth Management's BSV Position: Q1 2026 in Review

Collaborative Wealth Management opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q1 2026: 3,188 shares worth $250K. The stake represents 0.11% of the portfolio and ranks #127 among its holdings. This is a return to the name: Collaborative Wealth Management previously reported a position in BSV as recently as Q4 2021.

Collaborative Wealth Management first reported a position in BSV in Q1 2021 and has held it in 3 quarters since. The position peaked at $261K in Q4 2021. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Collaborative Wealth Management held 3,188 shares of Vanguard Short-Term Bond ETF worth $250K as of Q1 2026.
Vanguard Short-Term Bond ETF was a new Collaborative Wealth Management position in Q1 2026.
Vanguard Short-Term Bond ETF made up 0.11% of Collaborative Wealth Management's portfolio in Q1 2026, its #127 holding.
Collaborative Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and has held it in 3 quarters since.
Collaborative Wealth Management's Vanguard Short-Term Bond ETF position peaked at $261K in Q4 2021.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.