FWI
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Facet Wealth Inc’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Facet Wealth Inc’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 		$775K Buy
9,946
+282
+3% +$22K 0.01% 150
2026
Q1 		$758K Buy
9,664
+6,564
+212% +$517K 0.01% 125
2025
Q4 		$244K Buy
+3,100
New +$245K ﹤0.01% 255
2024
Q3 		– Sell
-4,876
Closed -$378K – 144
2024
Q2 		$378K Buy
+4,876
New +$372K 0.01% 98
2024
Q1 		– Sell
-3,819
Closed -$293K – 122
2023
Q4 		$293K Buy
+3,819
New +$289K 0.01% 86

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Facet Wealth Inc's BSV Position: Q2 2026 in Review

Facet Wealth Inc increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.9% in Q2 2026, buying an estimated $22K and bringing the position to 9,946 shares worth $775K. The position accounts for 0.01% of the portfolio, ranked #150.

Facet Wealth Inc first reported a position in BSV in Q4 2023 and has held it in 5 quarters since. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Facet Wealth Inc held 9,946 shares of Vanguard Short-Term Bond ETF worth $775K as of Q2 2026.
  • Facet Wealth Inc bought 282 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $22K.
  • Vanguard Short-Term Bond ETF made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #150 holding.
  • Facet Wealth Inc first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.