Financially in Tune’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Financially in Tune’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	$222K	Buy	+2,831	New	+$223K	0.19%	68

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

Financially in Tune's BSV Position: Q1 2026 in Review

Financially in Tune opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q1 2026: 2,831 shares worth $222K. The stake represents 0.19% of the portfolio and ranks #68 among its holdings.

1,338 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Financially in Tune held 2,831 shares of Vanguard Short-Term Bond ETF worth $222K as of Q1 2026.
Vanguard Short-Term Bond ETF was a new Financially in Tune position in Q1 2026.
Vanguard Short-Term Bond ETF made up 0.19% of Financially in Tune's portfolio in Q1 2026, its #68 holding.
1,338 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Financially in Tune's 13F filing for Q1 2026, filed 22 Apr 2026.