HW
BSV icon

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

HORAN 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 		$229K Buy
+2,917
New +$230K 0.02% 181
2025
Q4 		– Sell
-3,490
Closed -$275K – 179
2025
Q3 		$275K Buy
+3,490
New +$274K 0.04% 161

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 $1.56T 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 $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B 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

HORAN Wealth's BSV Position: Q1 2026 in Review

HORAN Wealth opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q1 2026: 2,917 shares worth $229K. The stake represents 0.02% of the portfolio and ranks #181 among its holdings. This is a return to the name: HORAN Wealth previously reported a position in BSV as recently as Q3 2025.

HORAN Wealth first reported a position in BSV in Q3 2025 and has held it in 2 quarters since. The position peaked at $275K in Q3 2025. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • HORAN Wealth held 2,917 shares of Vanguard Short-Term Bond ETF worth $229K as of Q1 2026.
  • Vanguard Short-Term Bond ETF was a new HORAN Wealth position in Q1 2026.
  • Vanguard Short-Term Bond ETF made up 0.02% of HORAN Wealth's portfolio in Q1 2026, its #181 holding.
  • HORAN Wealth first reported a position in Vanguard Short-Term Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • HORAN Wealth's Vanguard Short-Term Bond ETF position peaked at $275K in Q3 2025.
  • 1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.