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Level Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Level Financial Advisors’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
Q2 		$18.5M Buy
237,879
+11,099
+5% +$866K 4.14% 4
2026
Q1 		$17.8M Buy
226,780
+16,960
+8% +$1.34M 4.54% 4
2025
Q4 		$16.5M Buy
209,820
+12,587
+6% +$993K 4.37% 4
2025
Q3 		$15.6M Buy
197,233
+5,241
+3% +$412K 4.39% 4
2025
Q2 		$15.1M Buy
191,992
+11,637
+6% +$910K 4.7% 4
2025
Q1 		$14.1M Buy
180,355
+3,798
+2% +$295K 4.8% 4
2024
Q4 		$13.6M Buy
176,557
+3,815
+2% +$296K 5.01% 4
2024
Q3 		$13.6M Buy
172,742
+10,972
+7% +$855K 5.19% 4
2024
Q2 		$12.4M Buy
161,770
+1,220
+0.8% +$93.1K 5.38% 4
2024
Q1 		$12.3M Buy
160,550
+98
+0.1% +$7.52K 5.58% 4
2023
Q4 		$12.4M Sell
160,452
-168
-0.1% -$12.7K 6.11% 4
2023
Q3 		$12.1M Buy
160,620
+6,026
+4% +$454K 6.75% 4
2023
Q2 		$11.7M Buy
154,594
+93
+0.1% +$7.09K 6.52% 4
2023
Q1 		$11.8M Buy
154,501
+994
+0.6% +$75.3K 7.09% 4
2022
Q4 		$11.6M Buy
153,507
+4,045
+3% +$303K 7.57% 3
2022
Q3 		$11.2M Sell
149,462
-36,383
-20% -$2.78M 8.26% 3
2022
Q2 		$14.3M Sell
185,845
-2,464
-1% -$190K 10.51% 3
2022
Q1 		$14.7M Buy
188,309
+4,315
+2% +$343K 11.3% 3
2021
Q4 		$14.9M Buy
+183,994
New +$15M 11.34% 2

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Level Financial Advisors's BSV Position: Q2 2026 in Review

Level Financial Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 4.9% in Q2 2026, buying an estimated $866K and bringing the position to 237,879 shares worth $18.5M. The position accounts for 4.14% of the portfolio, ranked #4.

Level Financial Advisors first reported a position in BSV in Q4 2021 and has held it in 19 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Level Financial Advisors held 237,879 shares of Vanguard Short-Term Bond ETF worth $18.5M as of Q2 2026.
  • Level Financial Advisors bought 11,099 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $866K.
  • Vanguard Short-Term Bond ETF made up 4.14% of Level Financial Advisors's portfolio in Q2 2026, its #4 holding.
  • Level Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.