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National Wealth Management Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

National Wealth Management 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 		– Sell
-2,656
Closed -$209K – 224
2025
Q4 		$209K Buy
+2,656
New +$210K 0.07% 236
2025
Q2 		– Sell
-2,757
Closed -$216K – 162
2025
Q1 		$216K Sell
2,757
-377
-12% -$29.3K 0.14% 136
2024
Q4 		$242K Sell
3,134
-345
-10% -$26.8K 0.16% 124
2024
Q3 		$274K Hold
3,479
– – 0.19% 120
2024
Q2 		$267K Sell
3,479
-20
-0.6% -$1.53K 0.2% 110
2024
Q1 		$268K Buy
3,499
+171
+5% +$13.1K 0.21% 115
2023
Q4 		$256K Sell
3,328
-84
-2% -$6.36K 0.25% 113
2023
Q3 		$256K Hold
3,412
– – 0.28% 106
2023
Q2 		$258K Sell
3,412
-504
-13% -$38.4K 0.27% 104
2023
Q1 		$300K Sell
3,916
-468
-11% -$35.5K 0.34% 94
2022
Q4 		$330K Buy
4,384
+72
+2% +$5.4K 0.4% 85
2022
Q3 		$323K Buy
4,312
+785
+22% +$60K 0.42% 74
2022
Q2 		$271K Sell
3,527
-3
-0.1% -$231 0.34% 80
2022
Q1 		$275K Sell
3,530
-9
-0.3% -$714 0.27% 88
2021
Q4 		$286K Buy
+3,539
New +$288K 0.27% 94

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

National Wealth Management Group's BSV Position: Q1 2026 in Review

National Wealth Management Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 2,656 shares — an estimated $209K sold.

National Wealth Management Group first reported a position in BSV in Q4 2021 and held it in 15 quarters. The position peaked at $330K in Q4 2022. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • National Wealth Management Group reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • National Wealth Management Group sold 2,656 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $209K.
  • National Wealth Management Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 15 quarters.
  • National Wealth Management Group's Vanguard Short-Term Bond ETF position peaked at $330K in Q4 2022.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on National Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.