Jim Saulnier & Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Jim Saulnier & Associates’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	$975K	Buy	12,433 +191	+2%	+$15K	0.47%	51
2025 Q4	$965K	Buy	12,242 +75	+0.6%	+$5.92K	0.5%	52
2025 Q3	$960K	Sell	12,167 -3,733	-23%	-$294K	0.54%	48
2025 Q2	$1.25M	Sell	15,900 -1,692	-10%	-$132K	0.85%	30
2025 Q1	$1.38M	Buy	17,592 +643	+4%	+$49.9K	1.07%	23
2024 Q4	$1.31M	Buy	16,949 +2,371	+16%	+$184K	1.13%	24
2024 Q3	$1.15M	Buy	+14,578	New	+$1.14M	1.12%	21

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

Jim Saulnier & Associates's BSV Position: Q1 2026 in Review

Jim Saulnier & Associates increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.6% in Q1 2026, buying an estimated $15K and bringing the position to 12,433 shares worth $975K. The position accounts for 0.47% of the portfolio, ranked #51.

Jim Saulnier & Associates first reported a position in BSV in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q1 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Jim Saulnier & Associates held 12,433 shares of Vanguard Short-Term Bond ETF worth $975K as of Q1 2026.
Jim Saulnier & Associates bought 191 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $15K.
Vanguard Short-Term Bond ETF made up 0.47% of Jim Saulnier & Associates's portfolio in Q1 2026, its #51 holding.
Jim Saulnier & Associates first reported a position in Vanguard Short-Term Bond ETF in Q3 2024 and has held it in 7 quarters since.
Jim Saulnier & Associates's Vanguard Short-Term Bond ETF position peaked at $1.38M in Q1 2025.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.