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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
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 $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 $374B AUM 17.66% 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

Facet Wealth Inc's BSV Position: Q1 2026 in Review

Facet Wealth Inc increased its Vanguard Short-Term Bond ETF (BSV) stake by 212% in Q1 2026, buying an estimated $517K and bringing the position to 9,664 shares worth $758K. The position accounts for 0.01% of the portfolio, ranked #125.

Facet Wealth Inc first reported a position in BSV in Q4 2023 and has held it in 4 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Facet Wealth Inc held 9,664 shares of Vanguard Short-Term Bond ETF worth $758K as of Q1 2026.
  • Facet Wealth Inc bought 6,564 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $517K.
  • Vanguard Short-Term Bond ETF made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #125 holding.
  • Facet Wealth Inc first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.