FWM
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Fonville Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Fonville Wealth 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 		$4.82M Sell
61,437
-108
-0.2% -$8.5K 0.92% 29
2025
Q4 		$4.85M Sell
61,545
-266
-0.4% -$21K 0.99% 27
2025
Q3 		$4.88M Buy
61,811
+3,551
+6% +$279K 1.1% 26
2025
Q2 		$4.59M Buy
58,260
+3,574
+7% +$279K 1.16% 27
2025
Q1 		$4.28M Sell
54,686
-2,308
-4% -$179K 1.26% 25
2024
Q4 		$4.4M Sell
56,994
-996
-2% -$77.3K 1.45% 23
2024
Q3 		$4.56M Buy
57,990
+622
+1% +$48.5K 1.58% 23
2024
Q2 		$4.4M Buy
57,368
+6,185
+12% +$472K 1.74% 21
2024
Q1 		$3.92M Buy
51,183
+5,864
+13% +$450K 1.74% 19
2023
Q4 		$3.49M Buy
+45,319
New +$3.43M 1.85% 18

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 $1.47T 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 $761B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B 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