Financial Gravity Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Financial Gravity Asset 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	$4.93M	Sell	62,860 -129	-0.2%	-$10.2K	0.88%	29
2025 Q4	$4.96M	Buy	62,989 +1,374	+2%	+$108K	0.96%	27
2025 Q3	$4.86M	Buy	+61,615	New	+$4.84M	0.96%	25
2025 Q1	$4.05M	Buy	+51,725	New	+$4.02M	0.88%	29
2024 Q2	$3.33M	Buy	44,094 +3,729	+9%	+$285K	0.83%	29
2024 Q1	$3.11M	Sell	40,365 -535	-1%	-$41K	0.87%	26
2023 Q4	$3.15M	Buy	+40,900	New	+$3.1M	0.89%	26
2021 Q3	$82K	Sell	903 -217	-19%	-$17.8K	0.04%	406
2021 Q2	$100K	Buy	+1,120	New	+$92.1K	0.04%	347
2020 Q4	$165K	Buy	+1,988	New	+$165K	0.15%	67
2019 Q4	$81K	Buy	10,021 +1,328	+15%	+$107K	0.06%	415
2019 Q3	$702K	Buy	8,693 +3,336	+62%	+$269K	0.6%	35
2019 Q2	$431K	Buy	5,357 +5,322	+15,206%	+$424K	0.35%	74
2019 Q1	$3K	Buy	+35	New	+$2.76K	﹤0.01%	815
2018 Q3	$3K	Buy	+35	New	+$2.73K	﹤0.01%	835

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Gravity Asset Management's BSV Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.2% in Q1 2026, selling an estimated $10.2K and leaving 62,860 shares worth $4.93M. The position accounts for 0.88% of the portfolio, ranked #29.

Financial Gravity Asset Management first reported a position in BSV in Q3 2018 and has held it in 15 quarters since. The position peaked at $4.96M in Q4 2025. 1,338 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Financial Gravity Asset Management held 62,860 shares of Vanguard Short-Term Bond ETF worth $4.93M as of Q1 2026.
Financial Gravity Asset Management sold 129 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $10.2K.
Vanguard Short-Term Bond ETF made up 0.88% of Financial Gravity Asset Management's portfolio in Q1 2026, its #29 holding.
Financial Gravity Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2018 and has held it in 15 quarters since.
Financial Gravity Asset Management's Vanguard Short-Term Bond ETF position peaked at $4.96M in Q4 2025.
1,338 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.