High Net Worth Advisory Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

High Net Worth Advisory Group’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	$226K	Hold	2,884	–	–	0.05%	222
2025 Q4	$227K	Hold	2,884	–	–	0.05%	218
2025 Q3	$228K	Sell	2,884 -310	-10%	-$24.4K	0.05%	212
2025 Q2	$251K	Hold	3,194	–	–	0.07%	196
2025 Q1	$250K	Buy	3,194 +384	+14%	+$29.8K	0.07%	188
2024 Q4	$217K	Sell	2,810 -700	-20%	-$54.3K	0.06%	207
2024 Q3	$276K	Sell	3,510 -600	-15%	-$46.7K	0.08%	181
2024 Q2	$315K	Hold	4,110	–	–	0.1%	154
2024 Q1	$315K	Hold	4,110	–	–	0.1%	158
2023 Q4	$317K	Sell	4,110 -505	-11%	-$38.2K	0.12%	137
2023 Q3	$347K	Hold	4,615	–	–	0.14%	125
2023 Q2	$349K	Buy	+4,615	New	+$352K	0.14%	133
2023 Q1	–	Sell	-470	Closed	-$35.4K	–	244
2022 Q4	$35.4K	Sell	470 -30	-6%	-$2.25K	0.01%	373
2022 Q3	$37K	Buy	500 +190	+61%	+$14.5K	0.02%	373
2022 Q2	$24K	Hold	310	–	–	0.01%	418
2022 Q1	$24K	Hold	310	–	–	0.01%	428
2021 Q4	$25K	Buy	+310	New	+$25.2K	0.01%	431

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

High Net Worth Advisory Group's BSV Position: Q1 2026 in Review

High Net Worth Advisory Group held its Vanguard Short-Term Bond ETF (BSV) position steady in Q1 2026 at 2,884 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #222.

High Net Worth Advisory Group first reported a position in BSV in Q4 2021 and has held it in 17 quarters since. The position peaked at $349K in Q2 2023. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

High Net Worth Advisory Group held 2,884 shares of Vanguard Short-Term Bond ETF worth $226K as of Q1 2026.
High Net Worth Advisory Group left its Vanguard Short-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Short-Term Bond ETF made up 0.05% of High Net Worth Advisory Group's portfolio in Q1 2026, its #222 holding.
High Net Worth Advisory Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 17 quarters since.
High Net Worth Advisory Group's Vanguard Short-Term Bond ETF position peaked at $349K in Q2 2023.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.