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Johnson Financial Group Inc (Wisconsin)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$112K Buy
+1,429
New +$113K ﹤0.01% 390
2025
Q3 		– Sell
-150
Closed -$11.8K – 1070
2025
Q2 		$11.8K Sell
150
-2,690
-95% -$210K ﹤0.01% 595
2025
Q1 		$222K Hold
2,840
– – 0.01% 330
2024
Q4 		$220K Sell
2,840
-25,489
-90% -$1.98M 0.01% 285
2024
Q3 		$2.23M Buy
28,329
+24,875
+720% +$1.94M 0.1% 106
2024
Q2 		$265K Sell
3,454
-651
-16% -$49.7K 0.01% 284
2024
Q1 		$315K Buy
4,105
+342
+9% +$26.2K 0.02% 250
2023
Q4 		$290K Sell
3,763
-3,973
-51% -$301K 0.02% 253
2023
Q3 		$581K Sell
7,736
-22,706
-75% -$1.71M 0.04% 159
2023
Q2 		$2.3M Buy
30,442
+14,672
+93% +$1.12M 0.16% 68
2023
Q1 		$1.21M Buy
15,770
+263
+2% +$19.9K 0.09% 100
2022
Q4 		$1.17M Sell
15,507
-185
-1% -$13.9K 0.09% 101
2022
Q3 		$1.17M Buy
15,692
+2,499
+19% +$191K 0.11% 95
2022
Q2 		$1.01M Sell
13,193
-3,248
-20% -$250K 0.07% 117
2022
Q1 		$1.28M Sell
16,441
-24,222
-60% -$1.92M 0.09% 110
2021
Q4 		$3.29M Sell
40,663
-4,915
-11% -$400K 0.21% 53
2021
Q3 		$3.73M Buy
45,578
+2,859
+7% +$235K 0.25% 40
2021
Q2 		$3.51M Buy
42,719
+1,745
+4% +$144K 0.23% 45
2021
Q1 		$3.37M Sell
40,974
-14,445
-26% -$1.19M 0.23% 47
2020
Q4 		$4.59M Buy
55,419
+4,197
+8% +$348K 0.39% 33
2020
Q3 		$4.25M Sell
51,222
-1,049
-2% -$87.2K 0.43% 32
2020
Q2 		$4.34M Buy
52,271
+31,091
+147% +$2.57M 0.47% 31
2020
Q1 		$1.74M Buy
21,180
+17,413
+462% +$1.41M 0.21% 61
2019
Q4 		$303K Sell
3,767
-140
-4% -$11.3K 0.03% 176
2019
Q3 		$315K Sell
3,907
-1,550
-28% -$125K 0.03% 196
2019
Q2 		$439K Buy
5,457
+135
+3% +$10.8K 0.04% 180
2019
Q1 		$424K Sell
5,322
-2,320
-30% -$183K 0.04% 181
2018
Q4 		$600K Sell
7,642
-1,374
-15% -$107K 0.06% 154
2018
Q3 		$703K Buy
9,016
+78
+0.9% +$6.09K 0.07% 148
2018
Q2 		$699K Buy
8,938
+396
+5% +$30.9K 0.08% 141
2018
Q1 		$670K Buy
8,542
+841
+11% +$66.1K 0.08% 143
2017
Q4 		$609K Sell
7,701
-31
-0.4% -$2.46K 0.07% 156
2017
Q3 		$617K Buy
7,732
+222
+3% +$17.8K 0.08% 145
2017
Q2 		$600K Buy
7,510
+2,004
+36% +$160K 0.09% 151
2017
Q1 		$439K Buy
5,506
+637
+13% +$50.7K 0.06% 211
2016
Q4 		$387K Sell
4,869
-816
-14% -$65.3K 0.05% 216
2016
Q3 		$460K Buy
5,685
+1,112
+24% +$89.9K 0.06% 203
2016
Q2 		$371K Buy
4,573
+816
+22% +$65.8K 0.05% 222
2016
Q1 		$303K Hold
3,757
– – 0.06% 215
2015
Q4 		$299K Buy
3,757
+1,690
+82% +$135K 0.06% 217
2015
Q3 		$166K Hold
2,067
– – 0.04% 267
2015
Q2 		$166K Sell
2,067
-400
-16% -$32.1K 0.03% 277
2015
Q1 		$199K Sell
2,467
-190
-7% -$15.3K 0.04% 265
2014
Q4 		$212K Sell
2,657
-2,735
-51% -$219K 0.05% 237
2014
Q3 		$432K Sell
5,392
-12,430
-70% -$996K 0.11% 157
2014
Q2 		$1.43M Buy
17,822
+2,287
+15% +$183K 0.38% 63
2014
Q1 		$1.24M Buy
15,535
+1,735
+13% +$139K 0.36% 72
2013
Q4 		$1.1M Buy
13,800
+12,400
+886% +$997K 0.32% 78
2013
Q3 		$113K Sell
1,400
-8,520
-86% -$683K 0.03% 275
2013
Q2 		$794K Buy
+9,920
New +$801K 0.22% 85

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Mercer Global Advisors
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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

Johnson Financial Group Inc (Wisconsin)'s BSV Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q1 2026: 1,429 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #390 among its holdings. This is a return to the name: Johnson Financial Group Inc (Wisconsin) previously reported a position in BSV as recently as Q2 2025.

Johnson Financial Group Inc (Wisconsin) first reported a position in BSV in Q2 2013 and has held it in 50 quarters since. The position peaked at $4.59M in Q4 2020. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 1,429 shares of Vanguard Short-Term Bond ETF worth $112K as of Q1 2026.
  • Vanguard Short-Term Bond ETF was a new Johnson Financial Group Inc (Wisconsin) position in Q1 2026.
  • Vanguard Short-Term Bond ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #390 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 50 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Vanguard Short-Term Bond ETF position peaked at $4.59M in Q4 2020.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.