Smartleaf Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Smartleaf Asset Management’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	$12.9M	Buy	164,517 +25,522	+18%	+$2.01M	0.47%	40
2025 Q4	$11M	Buy	138,995 +94,036	+209%	+$7.42M	0.42%	44
2025 Q3	$3.55M	Buy	44,959 +3,578	+9%	+$281K	0.22%	95
2025 Q2	$3.25M	Sell	41,381 -2,818	-6%	-$220K	0.29%	68
2025 Q1	$3.46M	Sell	44,199 -434	-1%	-$33.7K	0.33%	61
2024 Q4	$3.45M	Buy	44,633 +19,942	+81%	+$1.55M	0.35%	54
2024 Q3	$1.95M	Buy	24,691 +21	+0.1%	+$1.64K	0.24%	93
2024 Q2	$1.89M	Sell	24,670 -16,966	-41%	-$1.29M	0.31%	70
2024 Q1	$3.2M	Buy	41,636 +3,600	+9%	+$276K	0.62%	36
2023 Q4	$2.94M	Buy	+38,036	New	+$2.88M	0.79%	26

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

Smartleaf Asset Management's BSV Position: Q1 2026 in Review

Smartleaf Asset Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 18% in Q1 2026, buying an estimated $2.01M and bringing the position to 164,517 shares worth $12.9M. The position accounts for 0.47% of the portfolio, ranked #40.

Smartleaf Asset Management first reported a position in BSV in Q4 2023 and has held it in 10 quarters since. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Smartleaf Asset Management held 164,517 shares of Vanguard Short-Term Bond ETF worth $12.9M as of Q1 2026.
Smartleaf Asset Management bought 25,522 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $2.01M.
Vanguard Short-Term Bond ETF made up 0.47% of Smartleaf Asset Management's portfolio in Q1 2026, its #40 holding.
Smartleaf Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.