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

Maripau 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 		$831K Buy
10,663
+202
+2% +$15.8K 0.3% 68
2026
Q1 		$820K Sell
10,461
-40
-0.4% -$3.15K 0.36% 59
2025
Q4 		$828K Sell
10,501
-198
-2% -$15.6K 0.38% 59
2025
Q3 		$844K Sell
10,699
-474
-4% -$37.3K 0.43% 55
2025
Q2 		$880K Buy
11,173
+27
+0.2% +$2.11K 0.44% 53
2025
Q1 		$873K Sell
11,146
-1,359
-11% -$105K 0.5% 47
2024
Q4 		$966K Sell
12,505
-2,104
-14% -$163K 0.57% 40
2024
Q3 		$1.15M Sell
14,609
-1,740
-11% -$136K 1% 27
2024
Q2 		$1.25M Sell
16,349
-1,088
-6% -$83K 0.86% 31
2024
Q1 		$1.34M Sell
17,437
-389
-2% -$29.8K 1% 27
2023
Q4 		$1.37M Sell
17,826
-791
-4% -$59.9K 1.19% 20
2023
Q3 		$1.4M Sell
18,617
-68
-0.4% -$5.13K 1.29% 21
2023
Q2 		$1.41M Buy
18,685
+173
+0.9% +$13.2K 1.26% 22
2023
Q1 		$1.42M Buy
18,512
+172
+0.9% +$13K 1.47% 18
2022
Q4 		$1.4M Buy
18,340
+1,221
+7% +$91.6K 1.46% 19
2022
Q3 		$1.28M Buy
17,119
+2,438
+17% +$186K 1.38% 20
2022
Q2 		$1.14M Sell
14,681
-1,158
-7% -$89.2K 1.23% 21
2022
Q1 		$1.22M Buy
15,839
+313
+2% +$24.8K 1.1% 20
2021
Q4 		$1.23M Buy
+15,526
New +$1.26M 1.16% 22

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

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

Maripau Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.9% in Q2 2026, buying an estimated $15.8K and bringing the position to 10,663 shares worth $831K. The position accounts for 0.3% of the portfolio, ranked #68.

Maripau Wealth Management first reported a position in BSV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.42M in Q1 2023. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Maripau Wealth Management held 10,663 shares of Vanguard Short-Term Bond ETF worth $831K as of Q2 2026.
  • Maripau Wealth Management bought 202 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $15.8K.
  • Vanguard Short-Term Bond ETF made up 0.3% of Maripau Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Maripau Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Maripau Wealth Management's Vanguard Short-Term Bond ETF position peaked at $1.42M in Q1 2023.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Maripau Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.