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 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 $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

Level Wealth Management's BSV Position: Q1 2026 in Review

Level Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.3% in Q1 2026, buying an estimated $53.7K and bringing the position to 30,947 shares worth $2.43M. The position accounts for 1.14% of the portfolio, ranked #13.

Level Wealth Management first reported a position in BSV in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.68M in Q3 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Level Wealth Management held 30,947 shares of Vanguard Short-Term Bond ETF worth $2.43M as of Q1 2026.
Level Wealth Management bought 682 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $53.7K.
Vanguard Short-Term Bond ETF made up 1.14% of Level Wealth Management's portfolio in Q1 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 6 quarters since.
Level Wealth Management's Vanguard Short-Term Bond ETF position peaked at $2.68M in Q3 2025.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Level Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.