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

Stone Summit 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 		$13.1M Buy
166,443
+13,932
+9% +$1.1M 3.63% 5
2025
Q4 		$12M Buy
152,511
+22,891
+18% +$1.81M 3.26% 6
2025
Q3 		$10.2M Buy
129,620
+43,865
+51% +$3.45M 2.9% 4
2025
Q2 		$6.75M Buy
85,755
+3,064
+4% +$240K 2.09% 10
2025
Q1 		$6.47M Sell
82,691
-726
-0.9% -$56.4K 2.19% 7
2024
Q4 		$6.45M Buy
83,417
+6,686
+9% +$519K 2.16% 8
2024
Q3 		$6.04M Buy
76,731
+10,298
+16% +$802K 1.95% 9
2024
Q2 		$5.1M Buy
66,433
+4,226
+7% +$322K 1.83% 9
2024
Q1 		$4.77M Buy
62,207
+12,264
+25% +$941K 1.66% 13
2023
Q4 		$3.85M Sell
49,943
-152
-0.3% -$11.5K 1.48% 15
2023
Q3 		$3.77M Buy
50,095
+6,315
+14% +$476K 1.61% 13
2023
Q2 		$3.31M Buy
43,780
+6,047
+16% +$461K 1.37% 17
2023
Q1 		$2.89M Buy
37,733
+4,711
+14% +$357K 1.28% 20
2022
Q4 		$2.49M Buy
33,022
+3,132
+10% +$235K 1.22% 23
2022
Q3 		$2.24M Sell
29,890
-2,466
-8% -$188K 1.37% 19
2022
Q2 		$2.48M Buy
32,356
+3,531
+12% +$272K 1.48% 16
2022
Q1 		$2.24M Sell
28,825
-119
-0.4% -$9.45K 1.25% 23
2021
Q4 		$2.34M Buy
+28,944
New +$2.35M 1.9% 12

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

Stone Summit Wealth's BSV Position: Q1 2026 in Review

Stone Summit Wealth increased its Vanguard Short-Term Bond ETF (BSV) stake by 9.1% in Q1 2026, buying an estimated $1.1M and bringing the position to 166,443 shares worth $13.1M. The position accounts for 3.63% of the portfolio, ranked #5.

Stone Summit Wealth first reported a position in BSV in Q4 2021 and has held it in 18 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Stone Summit Wealth held 166,443 shares of Vanguard Short-Term Bond ETF worth $13.1M as of Q1 2026.
  • Stone Summit Wealth bought 13,932 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $1.1M.
  • Vanguard Short-Term Bond ETF made up 3.63% of Stone Summit Wealth's portfolio in Q1 2026, its #5 holding.
  • Stone Summit Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.