Waterford Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Waterford 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	$18.9M	Buy	+396,082	New	+$31.2M	6%	7
2025 Q4	–	Sell	-180,361	Closed	-$14.2M	–	52
2025 Q3	$14.2M	Buy	180,361 +175,394	+3,531%	+$13.8M	4.92%	7
2025 Q2	$13.2M	Sell	4,967 -156,003	-97%	-$12.2M	4.88%	7
2025 Q1	$12.6M	Buy	+160,970	New	+$12.5M	5.23%	7
2024 Q4	–	Sell	-148,894	Closed	-$11.7M	–	48
2024 Q3	$11.7M	Sell	148,894 -1,507	-1%	-$117K	5.98%	5
2024 Q2	$11.5M	Buy	150,401 +3,838	+3%	+$293K	4.84%	8
2024 Q1	$11.2M	Buy	146,563 +13,891	+10%	+$1.07M	4.77%	8
2023 Q4	$10.2M	Buy	+132,672	New	+$10M	4.79%	9

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

Waterford Advisors's BSV Position: Q1 2026 in Review

Waterford Advisors opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q1 2026: 396,082 shares worth $18.9M. The stake represents 6% of the portfolio and ranks #7 among its holdings. This is a return to the name: Waterford Advisors previously reported a position in BSV as recently as Q3 2025.

Waterford Advisors first reported a position in BSV in Q4 2023 and has held it in 8 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Waterford Advisors held 396,082 shares of Vanguard Short-Term Bond ETF worth $18.9M as of Q1 2026.
Vanguard Short-Term Bond ETF was a new Waterford Advisors position in Q1 2026.
Vanguard Short-Term Bond ETF made up 6% of Waterford Advisors's portfolio in Q1 2026, its #7 holding.
Waterford Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 8 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Waterford Advisors's 13F filing for Q1 2026, filed 15 May 2026.