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Vise Technologies’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Vise Technologies’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 		$2.92M Hold
36,994
– – 0.06% 265
2025
Q4 		$2.92M Buy
36,994
+26,779
+262% +$2.11M 0.06% 266
2025
Q3 		$806K Buy
+10,215
New +$803K 0.03% 491

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

Vise Technologies's BSV Position: Q1 2026 in Review

Vise Technologies held its Vanguard Short-Term Bond ETF (BSV) position steady in Q1 2026 at 36,994 shares worth $2.92M. The position accounts for 0.06% of the portfolio, ranked #265.

Vise Technologies first reported a position in BSV in Q3 2025 and has held it in 3 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Vise Technologies held 36,994 shares of Vanguard Short-Term Bond ETF worth $2.92M as of Q1 2026.
  • Vise Technologies left its Vanguard Short-Term Bond ETF share count unchanged in Q1 2026.
  • Vanguard Short-Term Bond ETF made up 0.06% of Vise Technologies's portfolio in Q1 2026, its #265 holding.
  • Vise Technologies first reported a position in Vanguard Short-Term Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.