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 Q3	$2.49M	Sell	32,530 -1,558	-5%	-$120K	0.95%	15
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

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Level Wealth Management's BSV Position: Q3 2026 in Review

Level Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 4.6% in Q3 2026, selling an estimated $120K and leaving 32,530 shares worth $2.49M. The position accounts for 0.95% of the portfolio, ranked #15.

Level Wealth Management first reported a position in BSV in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.68M in Q3 2025. 429 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Level Wealth Management held 32,530 shares of Vanguard Short-Term Bond ETF worth $2.49M as of Q3 2026.
Level Wealth Management sold 1,558 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $120K.
Vanguard Short-Term Bond ETF made up 0.95% of Level Wealth Management's portfolio in Q3 2026, its #15 holding.
Level Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 8 quarters since.
Level Wealth Management's Vanguard Short-Term Bond ETF position peaked at $2.68M in Q3 2025.
429 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.