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

Liberty 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 		$455K Hold
5,800
– – 0.06% 154
2026
Q1 		$455K Buy
5,800
+489
+9% +$38.5K 0.06% 154
2025
Q4 		$419K Sell
5,311
-10
-0.2% -$789 0.05% 149
2025
Q3 		$420K Sell
5,321
-673
-11% -$52.9K 0.06% 144
2025
Q2 		$472K Sell
5,994
-43
-0.7% -$3.36K 0.07% 129
2025
Q1 		$472K Buy
6,037
+553
+10% +$42.9K 0.09% 92
2024
Q4 		$425K Buy
5,484
+730
+15% +$56.7K 0.07% 128
2024
Q3 		$374K Buy
4,754
+392
+9% +$30.5K 0.06% 140
2024
Q2 		$335K Sell
4,362
-121
-3% -$9.23K 0.06% 143
2024
Q1 		$344K Buy
+4,483
New +$344K 0.07% 132
2023
Q4 		– Sell
-3,196
Closed -$240K – 172
2023
Q3 		$240K Sell
3,196
-284
-8% -$21.4K 0.06% 151
2023
Q2 		$263K Buy
3,480
+70
+2% +$5.33K 0.07% 151
2023
Q1 		$261K Buy
+3,410
New +$258K 0.05% 189
2022
Q3 		$507K Buy
6,787
+1,052
+18% +$80.4K 0.14% 82
2022
Q2 		$453K Sell
5,735
-771
-12% -$59.4K 0.18% 86
2022
Q1 		$490K Buy
+6,506
New +$516K 0.18% 80
2021
Q4 		– Sell
-5,879
Closed -$478K – 94
2021
Q3 		$479K Buy
5,879
+2,918
+99% +$240K 0.17% 81
2021
Q2 		$243K Buy
2,961
+152
+5% +$12.5K 0.09% 111
2021
Q1 		$232K Hold
2,809
– – 0.11% 96
2020
Q4 		$232K Buy
2,809
+218
+8% +$18.1K 0.11% 95
2020
Q3 		$215K Buy
2,591
+113
+5% +$9.39K 0.13% 86
2020
Q2 		$206K Sell
2,478
-226
-8% -$18.7K 0.14% 90
2020
Q1 		$222K Sell
2,704
-89
-3% -$7.23K 0.19% 80
2019
Q4 		$225K Sell
2,793
-493
-15% -$39.8K 0.18% 96
2019
Q3 		$265K Buy
3,286
+158
+5% +$12.7K 0.25% 77
2019
Q2 		$252K Sell
3,128
-245
-7% -$19.5K 0.22% 89
2019
Q1 		$268K Sell
3,373
-602
-15% -$47.5K 0.2% 73
2018
Q4 		$312K Buy
+3,975
New +$310K 0.23% 59

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

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

Liberty Wealth Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 5,800 shares worth $455K. The position accounts for 0.06% of the portfolio, ranked #154.

Liberty Wealth Management first reported a position in BSV in Q4 2018 and has held it in 28 quarters since. The position peaked at $507K in Q3 2022. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Liberty Wealth Management held 5,800 shares of Vanguard Short-Term Bond ETF worth $455K as of Q2 2026.
  • Liberty Wealth Management left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Bond ETF made up 0.06% of Liberty Wealth Management's portfolio in Q2 2026, its #154 holding.
  • Liberty Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 28 quarters since.
  • Liberty Wealth Management's Vanguard Short-Term Bond ETF position peaked at $507K in Q3 2022.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.