SAI
BSV icon

Savvy Advisors Inc’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Savvy Advisors Inc’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 		$34.6M Buy
440,801
+44,356
+11% +$3.49M 0.92% 20
2025
Q4 		$31.2M Buy
396,445
+4,451
+1% +$351K 1.01% 17
2025
Q3 		$30.9M Buy
391,994
+349,191
+816% +$27.5M 1.42% 12
2025
Q2 		$3.37M Buy
42,803
+9,756
+30% +$763K 0.22% 71
2025
Q1 		$2.59M Buy
33,047
+9,909
+43% +$769K 0.26% 70
2024
Q4 		$1.79M Sell
23,138
-82
-0.4% -$6.36K 0.22% 81
2024
Q3 		$1.83M Buy
23,220
+1,156
+5% +$90K 0.37% 58
2024
Q2 		$1.69M Buy
22,064
+15,350
+229% +$1.17M 0.55% 39
2024
Q1 		$515K Buy
6,714
+399
+6% +$30.6K 0.3% 89
2023
Q4 		$486K Buy
+6,315
New +$478K 0.47% 62

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

Savvy Advisors Inc's BSV Position: Q1 2026 in Review

Savvy Advisors Inc increased its Vanguard Short-Term Bond ETF (BSV) stake by 11% in Q1 2026, buying an estimated $3.49M and bringing the position to 440,801 shares worth $34.6M. The position accounts for 0.92% of the portfolio, ranked #20.

Savvy Advisors Inc first reported a position in BSV in Q4 2023 and has held it in 10 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Savvy Advisors Inc held 440,801 shares of Vanguard Short-Term Bond ETF worth $34.6M as of Q1 2026.
  • Savvy Advisors Inc bought 44,356 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $3.49M.
  • Vanguard Short-Term Bond ETF made up 0.92% of Savvy Advisors Inc's portfolio in Q1 2026, its #20 holding.
  • Savvy Advisors Inc first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.