Vawter Financial’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Vawter Financial’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	$12.7M	Sell	161,542 -219	-0.1%	-$17.2K	5.33%	4
2025 Q4	$12.7M	Buy	161,761 +11,053	+7%	+$872K	5.38%	4
2025 Q3	$11.9M	Buy	150,708 +144,797	+2,450%	+$11.4M	5.4%	4
2025 Q2	$465K	Sell	5,911 -132,887	-96%	-$10.4M	5.25%	6
2025 Q1	$10.9M	Buy	138,798 +13,524	+11%	+$1.05M	6.09%	3
2024 Q4	$9.68M	Buy	125,274 +4,554	+4%	+$353K	5.82%	4
2024 Q3	$9.5M	Buy	120,720 +7,048	+6%	+$549K	5.8%	4
2024 Q2	$8.72M	Buy	113,672 +6,244	+6%	+$476K	5.98%	4
2024 Q1	$8.24M	Buy	107,428 +2,370	+2%	+$182K	5.98%	4
2023 Q4	$8.09M	Buy	105,058 +21,066	+25%	+$1.59M	6.33%	4
2023 Q3	$6.31M	Sell	83,992 -23,839	-22%	-$1.8M	7.16%	2
2023 Q2	$8.15M	Buy	107,831 +750	+0.7%	+$57.2K	7.05%	2
2023 Q1	$8.19M	Buy	107,081 +10,947	+11%	+$830K	8.3%	2
2022 Q4	$7.24M	Buy	+96,134	New	+$7.21M	8.43%	2

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

Vawter Financial's BSV Position: Q1 2026 in Review

Vawter Financial reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.14% in Q1 2026, selling an estimated $17.2K and leaving 161,542 shares worth $12.7M. The position accounts for 5.33% of the portfolio, ranked #4.

Vawter Financial first reported a position in BSV in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.7M in Q4 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Vawter Financial held 161,542 shares of Vanguard Short-Term Bond ETF worth $12.7M as of Q1 2026.
Vawter Financial sold 219 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $17.2K.
Vanguard Short-Term Bond ETF made up 5.33% of Vawter Financial's portfolio in Q1 2026, its #4 holding.
Vawter Financial first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
Vawter Financial's Vanguard Short-Term Bond ETF position peaked at $12.7M in Q4 2025.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Vawter Financial's 13F filing for Q1 2026, filed 15 May 2026.