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Markowski Investments’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Markowski Investments’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
Q2 		$223K Buy
+2,863
New +$223K 0.05% 109

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Markowski Investments's BSV Position: Q2 2026 in Review

Markowski Investments opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 2,863 shares worth $223K. The stake represents 0.05% of the portfolio and ranks #109 among its holdings.

1,202 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Markowski Investments held 2,863 shares of Vanguard Short-Term Bond ETF worth $223K as of Q2 2026.
  • Vanguard Short-Term Bond ETF was a new Markowski Investments position in Q2 2026.
  • Vanguard Short-Term Bond ETF made up 0.05% of Markowski Investments's portfolio in Q2 2026, its #109 holding.
  • 1,202 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Markowski Investments's 13F filing for Q2 2026, filed 13 Aug 2026.