Vestia Personal Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Vestia Personal Wealth Advisors’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	$469K	Buy	5,980 +227	+4%	+$17.9K	0.22%	58
2025 Q4	$453K	Buy	5,753 +98	+2%	+$7.73K	0.23%	56
2025 Q3	$446K	Buy	5,655 +72	+1%	+$5.66K	0.26%	57
2025 Q2	$439K	Buy	5,583 +160	+3%	+$12.5K	0.3%	51
2025 Q1	$424K	Buy	5,423 +16	+0.3%	+$1.24K	0.34%	48
2024 Q4	$418K	Buy	5,407 +172	+3%	+$13.3K	0.34%	48
2024 Q3	$412K	Buy	5,235 +1,322	+34%	+$103K	0.39%	41
2024 Q2	$300K	Buy	+3,913	New	+$299K	0.32%	51

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 $424B AUM 22.96% 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

Vestia Personal Wealth Advisors's BSV Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.9% in Q1 2026, buying an estimated $17.9K and bringing the position to 5,980 shares worth $469K. The position accounts for 0.22% of the portfolio, ranked #58.

Vestia Personal Wealth Advisors first reported a position in BSV in Q2 2024 and has held it in 8 quarters since. 1,336 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Vestia Personal Wealth Advisors held 5,980 shares of Vanguard Short-Term Bond ETF worth $469K as of Q1 2026.
Vestia Personal Wealth Advisors bought 227 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $17.9K.
Vanguard Short-Term Bond ETF made up 0.22% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #58 holding.
Vestia Personal Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2024 and has held it in 8 quarters since.
1,336 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.