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

Level Wealth Management’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	$2.66M	Buy	34,088 +3,141	+10%	+$245K	1.06%	13
2026 Q1	$2.43M	Buy	30,947 +682	+2%	+$53.7K	1.14%	13
2025 Q4	$2.39M	Sell	30,265 -3,731	-11%	-$294K	1.22%	13
2025 Q3	$2.68M	Buy	33,996 +341	+1%	+$26.8K	1.41%	12
2025 Q2	$2.65M	Buy	33,655 +7,118	+27%	+$557K	1.54%	12
2025 Q1	$2.08M	Buy	26,537 +4,276	+19%	+$332K	1.36%	9
2024 Q4	$1.72M	Buy	+22,261	New	+$1.73M	1.22%	13

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Level Wealth Management's BSV Position: Q2 2026 in Review

Level Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 10% in Q2 2026, buying an estimated $245K and bringing the position to 34,088 shares worth $2.66M. The position accounts for 1.06% of the portfolio, ranked #13.

Level Wealth Management first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.68M in Q3 2025. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Level Wealth Management held 34,088 shares of Vanguard Short-Term Bond ETF worth $2.66M as of Q2 2026.
Level Wealth Management bought 3,141 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $245K.
Vanguard Short-Term Bond ETF made up 1.06% of Level Wealth Management's portfolio in Q2 2026, its #13 holding.
Level Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Level Wealth Management's Vanguard Short-Term Bond ETF position peaked at $2.68M in Q3 2025.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Level Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.