MG
BSV icon

MilWealth Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

MilWealth Group’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 		$19.1M Buy
243,212
+6,340
+3% +$499K 4.54% 10
2025
Q4 		$18.7M Buy
236,872
+8,836
+4% +$697K 4.44% 10
2025
Q3 		$18M Buy
228,036
+6,840
+3% +$538K 4.39% 10
2025
Q2 		$17.4M Sell
221,196
-1,803
-0.8% -$141K 4.48% 10
2025
Q1 		$17.5M Buy
222,999
+3,589
+2% +$279K 4.81% 10
2024
Q4 		$17M Buy
219,410
+4,245
+2% +$329K 4.63% 10
2024
Q3 		$16.9M Buy
215,165
+6,312
+3% +$492K 4.97% 8
2024
Q2 		$16M Buy
208,853
+4,936
+2% +$377K 5.05% 8
2024
Q1 		$15.6M Buy
203,917
+5,332
+3% +$409K 4.98% 8
2023
Q4 		$15.3M Sell
198,585
-1,806
-0.9% -$137K 5.07% 8
2023
Q3 		$15.1M Buy
200,391
+4,738
+2% +$357K 5.93% 7
2023
Q2 		$14.8M Sell
195,653
-1,067
-0.5% -$81.3K 5.72% 7
2023
Q1 		$15M Sell
196,720
-4,715
-2% -$357K 5.97% 7
2022
Q4 		$15.2M Sell
201,435
-3,006
-1% -$226K 6.22% 7
2022
Q3 		$15.3M Buy
204,441
+263
+0.1% +$20.1K 6.66% 7
2022
Q2 		$15.7M Buy
204,178
+5,586
+3% +$430K 6.74% 7
2022
Q1 		$15.5M Buy
198,592
+3,372
+2% +$268K 5.92% 7
2021
Q4 		$15.8M Sell
195,220
-2,683
-1% -$218K 5.85% 7
2021
Q3 		$16.2M Buy
197,903
+15,945
+9% +$1.31M 6.24% 7
2021
Q2 		$14.9M Buy
181,958
+5,065
+3% +$417K 6.5% 7
2021
Q1 		$14.5M Buy
176,893
+21,880
+14% +$1.81M 6.99% 7
2020
Q4 		$12.9M Buy
155,013
+10,168
+7% +$842K 6.37% 7
2020
Q3 		$12M Buy
144,845
+15,818
+12% +$1.31M 6.65% 7
2020
Q2 		$10.7M Sell
129,027
-24,021
-16% -$1.99M 6.36% 7
2020
Q1 		$12.6M Sell
153,048
-87,227
-36% -$7.08M 9.75% 5
2019
Q4 		$19.4M Buy
240,275
+12,978
+6% +$1.05M 15.11% 3
2019
Q3 		$18.4M Buy
227,297
+6,515
+3% +$525K 15.41% 3
2019
Q2 		$17.8M Buy
220,782
+28,217
+15% +$2.25M 15.1% 3
2019
Q1 		$15.3M Buy
192,565
+15,876
+9% +$1.25M 13.76% 4
2018
Q4 		$13.9M Buy
+176,689
New +$13.8M 13.46% 4

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MilWealth Group's BSV Position: Q1 2026 in Review

MilWealth Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.7% in Q1 2026, buying an estimated $499K and bringing the position to 243,212 shares worth $19.1M. The position accounts for 4.54% of the portfolio, ranked #10.

MilWealth Group first reported a position in BSV in Q4 2018 and has held it in 30 quarters since. The position peaked at $19.4M in Q4 2019. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • MilWealth Group held 243,212 shares of Vanguard Short-Term Bond ETF worth $19.1M as of Q1 2026.
  • MilWealth Group bought 6,340 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $499K.
  • Vanguard Short-Term Bond ETF made up 4.54% of MilWealth Group's portfolio in Q1 2026, its #10 holding.
  • MilWealth Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • MilWealth Group's Vanguard Short-Term Bond ETF position peaked at $19.4M in Q4 2019.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on MilWealth Group's 13F filing for Q1 2026, filed 1 May 2026.