Delap Wealth Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Delap Wealth Advisory’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	$1.64M	Buy	20,895 +317	+2%	+$25K	0.62%	31
2025 Q4	$1.62M	Sell	20,578 -1,011	-5%	-$79.8K	0.63%	30
2025 Q3	$1.7M	Sell	21,589 -2,054	-9%	-$162K	0.72%	26
2025 Q2	$1.86M	Sell	23,643 -6,026	-20%	-$471K	0.89%	24
2025 Q1	$2.32M	Sell	29,669 -21,601	-42%	-$1.68M	1.29%	22
2024 Q4	$3.96M	Sell	51,270 -653	-1%	-$50.7K	2.37%	13
2024 Q3	$4.09M	Buy	51,923 +458	+0.9%	+$35.7K	2.58%	11
2024 Q2	$3.95M	Sell	51,465 -7,437	-13%	-$567K	1.82%	14
2024 Q1	$4.52M	Sell	58,902 -59,358	-50%	-$4.55M	1.83%	13
2023 Q4	$9.11M	Buy	118,260 +54,738	+86%	+$4.14M	4.12%	6
2023 Q3	$4.77M	Sell	63,522 -3,400	-5%	-$256K	4.62%	8
2023 Q2	$5.06M	Sell	66,922 -4,750	-7%	-$362K	4.96%	7
2023 Q1	$5.48M	Sell	71,672 -937	-1%	-$71K	5.62%	6
2022 Q4	$5.47M	Buy	+72,609	New	+$5.45M	5.72%	4

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

Delap Wealth Advisory's BSV Position: Q1 2026 in Review

Delap Wealth Advisory increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.5% in Q1 2026, buying an estimated $25K and bringing the position to 20,895 shares worth $1.64M. The position accounts for 0.62% of the portfolio, ranked #31.

Delap Wealth Advisory first reported a position in BSV in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.11M in Q4 2023. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Delap Wealth Advisory held 20,895 shares of Vanguard Short-Term Bond ETF worth $1.64M as of Q1 2026.
Delap Wealth Advisory bought 317 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $25K.
Vanguard Short-Term Bond ETF made up 0.62% of Delap Wealth Advisory's portfolio in Q1 2026, its #31 holding.
Delap Wealth Advisory first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
Delap Wealth Advisory's Vanguard Short-Term Bond ETF position peaked at $9.11M in Q4 2023.
1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.