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My Personal CFO LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

My Personal CFO LLC’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 		$817K Sell
10,420
-531
-5% -$41.8K 0.36% 47
2025
Q4 		$863K Sell
10,951
-88,071
-89% -$6.95M 0.36% 49
2025
Q3 		$7.81M Buy
99,022
+94,724
+2,204% +$7.45M 3.03% 10
2025
Q2 		$338K Sell
4,298
-189
-4% -$14.8K 0.15% 72
2025
Q1 		$351K Sell
4,487
-412
-8% -$32K 0.18% 69
2024
Q4 		$379K Sell
4,899
-887
-15% -$68.8K 0.19% 66
2024
Q3 		$455K Sell
5,786
-1,251
-18% -$97.4K 0.25% 60
2024
Q2 		$540K Sell
7,037
-2,496
-26% -$190K 0.29% 60
2024
Q1 		$731K Sell
9,533
-4,027
-30% -$309K 0.42% 49
2023
Q4 		$1.04M Sell
13,560
-2,450
-15% -$185K 0.68% 37
2023
Q3 		$1.2M Sell
16,010
-1,960
-11% -$148K 0.97% 32
2023
Q2 		$1.36M Buy
17,970
+8,280
+85% +$631K 1.07% 29
2023
Q1 		$741K Buy
9,690
+5,687
+142% +$431K 0.63% 38
2022
Q4 		$576K Sell
4,003
-15,008
-79% -$1.13M 0.53% 41
2022
Q3 		$2.29M Buy
+19,011
New +$1.45M 3.48% 5

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

My Personal CFO LLC's BSV Position: Q1 2026 in Review

My Personal CFO LLC reduced its Vanguard Short-Term Bond ETF (BSV) stake by 4.8% in Q1 2026, selling an estimated $41.8K and leaving 10,420 shares worth $817K. The position accounts for 0.36% of the portfolio, ranked #47.

My Personal CFO LLC first reported a position in BSV in Q3 2022 and has held it in 15 quarters since. The position peaked at $7.81M in Q3 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • My Personal CFO LLC held 10,420 shares of Vanguard Short-Term Bond ETF worth $817K as of Q1 2026.
  • My Personal CFO LLC sold 531 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $41.8K.
  • Vanguard Short-Term Bond ETF made up 0.36% of My Personal CFO LLC's portfolio in Q1 2026, its #47 holding.
  • My Personal CFO LLC first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • My Personal CFO LLC's Vanguard Short-Term Bond ETF position peaked at $7.81M in Q3 2025.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.