Simplicity Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Simplicity Wealth’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	$497K	Buy	6,338 +1,568	+33%	+$123K	0.03%	454
2025 Q4	$376K	Sell	4,770 -11,471	-71%	-$905K	0.02%	500
2025 Q3	$1.28M	Sell	16,241 -3,327	-17%	-$262K	0.07%	253
2025 Q2	$1.54M	Buy	19,568 +7,388	+61%	+$578K	0.06%	248
2025 Q1	$953K	Hold	12,180	–	–	0.07%	263
2024 Q4	$941K	Sell	12,180 -2,345	-16%	-$182K	0.2%	96
2024 Q3	$1.14M	Sell	14,525 -86,463	-86%	-$6.73M	0.11%	175
2024 Q2	$7.75M	Buy	100,988 +4,425	+5%	+$338K	0.18%	114
2024 Q1	$7.4M	Buy	+96,563	New	+$7.41M	0.18%	116
2023 Q3	–	Sell	-10,121	Closed	-$765K	–	95
2023 Q2	$765K	Buy	+10,121	New	+$771K	0.48%	36

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

Simplicity Wealth's BSV Position: Q1 2026 in Review

Simplicity Wealth increased its Vanguard Short-Term Bond ETF (BSV) stake by 33% in Q1 2026, buying an estimated $123K and bringing the position to 6,338 shares worth $497K. The position accounts for 0.03% of the portfolio, ranked #454.

Simplicity Wealth first reported a position in BSV in Q2 2023 and has held it in 10 quarters since. The position peaked at $7.75M in Q2 2024. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Simplicity Wealth held 6,338 shares of Vanguard Short-Term Bond ETF worth $497K as of Q1 2026.
Simplicity Wealth bought 1,568 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $123K.
Vanguard Short-Term Bond ETF made up 0.03% of Simplicity Wealth's portfolio in Q1 2026, its #454 holding.
Simplicity Wealth first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and has held it in 10 quarters since.
Simplicity Wealth's Vanguard Short-Term Bond ETF position peaked at $7.75M in Q2 2024.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.