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

Valley Wealth Managers’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	$3.67M	Buy	46,799 +4,596	+11%	+$362K	0.24%	98
2025 Q4	$3.33M	Buy	42,203 +1,710	+4%	+$135K	0.21%	102
2025 Q3	$3.2M	Buy	40,493 +3,287	+9%	+$258K	0.21%	99
2025 Q2	$2.93M	Buy	37,206 +863	+2%	+$67.5K	0.21%	103
2025 Q1	$2.84M	Buy	36,343 +7,701	+27%	+$598K	0.22%	102
2024 Q4	$2.21M	Buy	28,642 +1,387	+5%	+$108K	0.17%	106
2024 Q3	$2.14M	Buy	27,255 +877	+3%	+$68.3K	0.16%	109
2024 Q2	$2.02M	Buy	26,378 +1,306	+5%	+$99.6K	0.16%	111
2024 Q1	$1.92M	Buy	25,072 +406	+2%	+$31.1K	0.14%	112
2023 Q4	$1.9M	Sell	24,666 -584	-2%	-$44.2K	0.15%	113
2023 Q3	$1.9M	Buy	25,250 +24,090	+2,077%	+$1.82M	0.16%	112
2023 Q2	$87.7K	Hold	1,160	–	–	0.01%	185
2023 Q1	$88.7K	Hold	1,160	–	–	0.01%	191
2022 Q4	$87.3K	Hold	1,160	–	–	0.01%	196
2022 Q3	$87K	Sell	1,160 -363	-24%	-$27.7K	0.01%	211
2022 Q2	$117K	Buy	+1,523	New	+$117K	0.01%	214

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

Valley Wealth Managers's BSV Position: Q1 2026 in Review

Valley Wealth Managers increased its Vanguard Short-Term Bond ETF (BSV) stake by 11% in Q1 2026, buying an estimated $362K and bringing the position to 46,799 shares worth $3.67M. The position accounts for 0.24% of the portfolio, ranked #98.

Valley Wealth Managers first reported a position in BSV in Q2 2022 and has held it in 16 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Valley Wealth Managers held 46,799 shares of Vanguard Short-Term Bond ETF worth $3.67M as of Q1 2026.
Valley Wealth Managers bought 4,596 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $362K.
Vanguard Short-Term Bond ETF made up 0.24% of Valley Wealth Managers's portfolio in Q1 2026, its #98 holding.
Valley Wealth Managers first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 16 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.