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

Litman Gregory 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
2025 Q4	$398K	Hold	5,055	–	–	0.03%	110
2025 Q3	$399K	Hold	5,055	–	–	0.03%	110
2025 Q2	$398K	Hold	5,055	–	–	0.03%	105
2025 Q1	$396K	Hold	5,055	–	–	0.03%	102
2024 Q4	$391K	Hold	5,055	–	–	0.03%	99
2024 Q3	$398K	Hold	5,055	–	–	0.03%	101
2024 Q2	$388K	Sell	5,055 -8	-0.2%	-$610	0.03%	100
2024 Q1	$388K	Buy	5,063 +8	+0.2%	+$614	0.04%	100
2023 Q4	$389K	Hold	5,055	–	–	0.04%	95
2023 Q3	$380K	Buy	+5,055	New	+$381K	0.04%	93
2019 Q3	–	Sell	-36	Closed	-$3K	–	224
2019 Q2	$3K	Buy	+36	New	+$2.87K	﹤0.01%	195
2018 Q2	–	Sell	-1,382	Closed	-$108K	–	105
2018 Q1	$108K	Buy	+1,382	New	+$109K	0.04%	47

Other funds holding BSV

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

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

Litman Gregory Wealth Management's BSV Position: Q4 2025 in Review

Litman Gregory Wealth Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q4 2025 at 5,055 shares worth $398K. The position accounts for 0.03% of the portfolio, ranked #110.

Litman Gregory Wealth Management first reported a position in BSV in Q1 2018 and has held it in 12 quarters since. The position peaked at $399K in Q3 2025. 1,316 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

Litman Gregory Wealth Management held 5,055 shares of Vanguard Short-Term Bond ETF worth $398K as of Q4 2025.
Litman Gregory Wealth Management left its Vanguard Short-Term Bond ETF share count unchanged in Q4 2025.
Vanguard Short-Term Bond ETF made up 0.03% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #110 holding.
Litman Gregory Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2018 and has held it in 12 quarters since.
Litman Gregory Wealth Management's Vanguard Short-Term Bond ETF position peaked at $399K in Q3 2025.
1,316 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.