Novak & Powell Financial Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Novak & Powell Financial Services’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	$1.47M	Sell	18,783 -634	-3%	-$49.9K	0.79%	34
2025 Q4	$1.53M	Sell	19,417 -280	-1%	-$22.1K	0.8%	31
2025 Q3	$1.55M	Buy	19,697 +17,028	+638%	+$1.34M	0.82%	34
2025 Q2	$210K	Sell	2,669 -16,747	-86%	-$1.31M	0.15%	136
2025 Q1	$1.52M	Sell	19,416 -1,430	-7%	-$111K	0.95%	26
2024 Q4	$1.61M	Sell	20,846 -866	-4%	-$67.2K	0.96%	24
2024 Q3	$1.71M	Sell	21,712 -454	-2%	-$35.4K	0.99%	26
2024 Q2	$1.7M	Sell	22,166 -18,738	-46%	-$1.43M	1.06%	22
2024 Q1	$301K	Sell	40,904 -5,002	-11%	-$384K	0.23%	99
2023 Q4	$3.54M	Buy	+45,906	New	+$3.47M	2.36%	8

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Novak & Powell Financial Services's BSV Position: Q1 2026 in Review

Novak & Powell Financial Services reduced its Vanguard Short-Term Bond ETF (BSV) stake by 3.3% in Q1 2026, selling an estimated $49.9K and leaving 18,783 shares worth $1.47M. The position accounts for 0.79% of the portfolio, ranked #34.

Novak & Powell Financial Services first reported a position in BSV in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.54M in Q4 2023. 1,333 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Novak & Powell Financial Services held 18,783 shares of Vanguard Short-Term Bond ETF worth $1.47M as of Q1 2026.
Novak & Powell Financial Services sold 634 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $49.9K.
Vanguard Short-Term Bond ETF made up 0.79% of Novak & Powell Financial Services's portfolio in Q1 2026, its #34 holding.
Novak & Powell Financial Services first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's Vanguard Short-Term Bond ETF position peaked at $3.54M in Q4 2023.
1,333 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.