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Summit Wealth Group (Colorado)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Summit Wealth Group (Colorado)’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 		$2.09M Buy
26,472
+4,213
+19% +$332K 0.22% 59
2025
Q4 		$1.75M Buy
+22,259
New +$1.76M 0.23% 65
2025
Q3 		– Sell
-36,552
Closed -$2.88M – 283
2025
Q2 		$2.88M Buy
+36,552
New +$2.86M 0.72% 37

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

Summit Wealth Group (Colorado)'s BSV Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its Vanguard Short-Term Bond ETF (BSV) stake by 19% in Q1 2026, buying an estimated $332K and bringing the position to 26,472 shares worth $2.09M. The position accounts for 0.22% of the portfolio, ranked #59.

Summit Wealth Group (Colorado) first reported a position in BSV in Q2 2025 and has held it in 3 quarters since. The position peaked at $2.88M in Q2 2025. 1,333 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Summit Wealth Group (Colorado) held 26,472 shares of Vanguard Short-Term Bond ETF worth $2.09M as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 4,213 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $332K.
  • Vanguard Short-Term Bond ETF made up 0.22% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #59 holding.
  • Summit Wealth Group (Colorado) first reported a position in Vanguard Short-Term Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s Vanguard Short-Term Bond ETF position peaked at $2.88M in Q2 2025.
  • 1,333 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.