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

Fidato Wealth’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	$11.1M	Buy	141,360 +3,674	+3%	+$289K	7.2%	4
2025 Q4	$10.9M	Buy	137,686 +7,721	+6%	+$609K	6.93%	4
2025 Q3	$10.3M	Buy	129,965 +6,821	+6%	+$536K	6.74%	4
2025 Q2	$9.69M	Buy	123,144 +4,413	+4%	+$345K	6.93%	4
2025 Q1	$9.29M	Buy	118,731 +1,557	+1%	+$121K	7.11%	4
2024 Q4	$9.05M	Buy	117,174 +7,245	+7%	+$562K	6.79%	4
2024 Q3	$8.65M	Buy	109,929 +3,650	+3%	+$284K	6.95%	4
2024 Q2	$8.15M	Buy	106,279 +4,221	+4%	+$322K	7.2%	5
2024 Q1	$7.82M	Buy	102,058 +2,984	+3%	+$229K	7.02%	5
2023 Q4	$7.63M	Buy	+99,074	New	+$7.5M	7.28%	5
2022 Q4	$6.72M	Buy	89,322 +632	+0.7%	+$47.4K	8.44%	4
2022 Q3	$6.64M	Buy	88,690 +352	+0.4%	+$26.9K	9.07%	3
2022 Q2	$6.78M	Sell	88,338 -1,369	-2%	-$105K	8.85%	4
2022 Q1	$6.99M	Buy	89,707 +4,829	+6%	+$383K	7.62%	4
2021 Q4	$6.86M	Buy	+84,878	New	+$6.9M	7.3%	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

Fidato Wealth's BSV Position: Q1 2026 in Review

Fidato Wealth increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.7% in Q1 2026, buying an estimated $289K and bringing the position to 141,360 shares worth $11.1M. The position accounts for 7.2% of the portfolio, ranked #4.

Fidato Wealth first reported a position in BSV in Q4 2021 and has held it in 15 quarters since. 1,334 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Fidato Wealth held 141,360 shares of Vanguard Short-Term Bond ETF worth $11.1M as of Q1 2026.
Fidato Wealth bought 3,674 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $289K.
Vanguard Short-Term Bond ETF made up 7.2% of Fidato Wealth's portfolio in Q1 2026, its #4 holding.
Fidato Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 15 quarters since.
1,334 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

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