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

Summit Wealth Group’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 		$533K Buy
6,794
+26
+0.4% +$2.05K 0.12% 71
2025
Q4 		$533K Sell
6,768
-874
-11% -$69K 0.12% 69
2025
Q3 		$603K Buy
7,642
+46
+0.6% +$3.62K 0.15% 62
2025
Q2 		$598K Sell
7,596
-659
-8% -$51.5K 0.15% 56
2025
Q1 		$646K Sell
8,255
-1,150
-12% -$89.3K 0.19% 52
2024
Q4 		$727K Sell
9,405
-4,471
-32% -$347K 0.21% 48
2024
Q3 		$1.09M Sell
13,876
-727
-5% -$56.6K 0.32% 43
2024
Q2 		$1.12M Buy
+14,603
New +$1.11M 0.34% 39
2023
Q3 		– Sell
-16,687
Closed -$1.26M – 43
2023
Q2 		$1.26M Sell
16,687
-1,656,460
-99% -$126M 0.51% 28
2023
Q1 		$22K Buy
+1,673,147
New +$127M 0.53% 30
2021
Q4 		– Sell
-5,117
Closed -$419K – 32
2021
Q3 		$419K Buy
+5,117
New +$421K 0.66% 26
2021
Q1 		– Sell
-118,477
Closed -$9.82M – 186
2020
Q4 		$9.82M Buy
118,477
+25,887
+28% +$2.14M 6.16% 5
2020
Q3 		$7.69M Buy
92,590
+1,336
+1% +$111K 6.68% 5
2020
Q2 		$7.58M Buy
91,254
+689
+0.8% +$57K 6.94% 6
2020
Q1 		$7.44M Buy
90,565
+7,417
+9% +$602K 7.54% 6
2019
Q4 		$6.7M Buy
+83,148
New +$6.71M 6.33% 6

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's BSV Position: Q1 2026 in Review

Summit Wealth Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.38% in Q1 2026, buying an estimated $2.05K and bringing the position to 6,794 shares worth $533K. The position accounts for 0.12% of the portfolio, ranked #71.

Summit Wealth Group first reported a position in BSV in Q4 2019 and has held it in 16 quarters since. The position peaked at $9.82M in Q4 2020. 1,333 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Summit Wealth Group held 6,794 shares of Vanguard Short-Term Bond ETF worth $533K as of Q1 2026.
  • Summit Wealth Group bought 26 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $2.05K.
  • Vanguard Short-Term Bond ETF made up 0.12% of Summit Wealth Group's portfolio in Q1 2026, its #71 holding.
  • Summit Wealth Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 16 quarters since.
  • Summit Wealth Group's Vanguard Short-Term Bond ETF position peaked at $9.82M in Q4 2020.
  • 1,333 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.