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

Mission 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
Q1 		$9.08M Buy
+115,748
New +$9.11M 0.19% 72
2023
Q3 		– Sell
-3,448
Closed -$261K – 552
2023
Q2 		$261K Buy
+3,448
New +$263K 0.01% 466

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

Mission Wealth Management's BSV Position: Q1 2026 in Review

Mission Wealth Management opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q1 2026: 115,748 shares worth $9.08M. The stake represents 0.19% of the portfolio and ranks #72 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in BSV as recently as Q2 2023.

Mission Wealth Management first reported a position in BSV in Q2 2023 and has held it in 2 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Mission Wealth Management held 115,748 shares of Vanguard Short-Term Bond ETF worth $9.08M as of Q1 2026.
  • Vanguard Short-Term Bond ETF was a new Mission Wealth Management position in Q1 2026.
  • Vanguard Short-Term Bond ETF made up 0.19% of Mission Wealth Management's portfolio in Q1 2026, its #72 holding.
  • Mission Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and has held it in 2 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.