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

Leo Wealth LLC’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 		$769K Sell
9,810
-1,895
-16% -$149K 0.06% 215
2025
Q4 		$922K Buy
+11,705
New +$923K 0.07% 192
2025
Q3 		– Sell
-8,979
Closed -$707K – 306
2025
Q2 		$707K Buy
+8,979
New +$702K 0.05% 199

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Leo Wealth LLC's BSV Position: Q1 2026 in Review

Leo Wealth LLC reduced its Vanguard Short-Term Bond ETF (BSV) stake by 16% in Q1 2026, selling an estimated $149K and leaving 9,810 shares worth $769K. The position accounts for 0.06% of the portfolio, ranked #215.

Leo Wealth LLC first reported a position in BSV in Q2 2025 and has held it in 3 quarters since. The position peaked at $922K in Q4 2025. 1,338 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Leo Wealth LLC held 9,810 shares of Vanguard Short-Term Bond ETF worth $769K as of Q1 2026.
  • Leo Wealth LLC sold 1,895 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $149K.
  • Vanguard Short-Term Bond ETF made up 0.06% of Leo Wealth LLC's portfolio in Q1 2026, its #215 holding.
  • Leo Wealth LLC first reported a position in Vanguard Short-Term Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • Leo Wealth LLC's Vanguard Short-Term Bond ETF position peaked at $922K in Q4 2025.
  • 1,338 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.