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

Waverly 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 		$2.31M Buy
29,492
+6,924
+31% +$545K 0.02% 613
2025
Q4 		$1.78M Buy
22,568
+14,557
+182% +$1.15M 0.01% 620
2025
Q3 		$632K Sell
8,011
-852
-10% -$67K 0.01% 776
2025
Q2 		$698K Sell
8,863
-1,053
-11% -$82.3K 0.01% 718
2025
Q1 		$776K Buy
9,916
+1,056
+12% +$82K 0.01% 663
2024
Q4 		$685K Buy
8,860
+2,567
+41% +$199K 0.01% 605
2024
Q3 		$495K Sell
6,293
-1,012
-14% -$78.8K 0.01% 584
2024
Q2 		$560K Buy
7,305
+1,905
+35% +$145K 0.01% 555
2024
Q1 		$414K Buy
5,400
+2,021
+60% +$155K 0.01% 514
2023
Q4 		$260K Sell
3,379
-35
-1% -$2.65K 0.01% 383
2023
Q3 		$257K Sell
3,414
-735
-18% -$55.4K 0.01% 349
2023
Q2 		$314K Sell
4,149
-3,200
-44% -$244K 0.01% 294
2023
Q1 		$562K Sell
7,349
-18
-0.2% -$1.36K 0.03% 179
2022
Q4 		$555K Buy
7,367
+1,189
+19% +$89.2K 0.03% 166
2022
Q3 		$462K Hold
6,178
– – 0.03% 159
2022
Q2 		$474K Buy
6,178
+155
+3% +$11.9K 0.04% 133
2022
Q1 		$469K Buy
6,023
+1
+0% +$79 0.04% 125
2021
Q4 		$478K Hold
6,022
– – 0.04% 123
2021
Q3 		$489K Hold
6,022
– – 0.04% 124
2021
Q2 		$495K Hold
6,022
– – 0.05% 112
2021
Q1 		$496K Hold
6,022
– – 0.05% 102
2020
Q4 		$499K Buy
6,022
+2,924
+94% +$242K 0.05% 94
2020
Q3 		$257K Buy
+3,098
New +$257K 0.03% 120
2018
Q1 		– Sell
-7
Closed -$1K – 205
2017
Q4 		$1K Buy
+7
New +$556 ﹤0.01% 392
2014
Q1 		– Sell
-1,435
Closed -$115K – 702
2013
Q4 		$115K Buy
1,435
+1,121
+357% +$90.1K 0.04% 204
2013
Q3 		$25K Buy
+314
New +$25.2K 0.01% 332

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

Waverly Advisors's BSV Position: Q1 2026 in Review

Waverly Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 31% in Q1 2026, buying an estimated $545K and bringing the position to 29,492 shares worth $2.31M. The position accounts for 0.02% of the portfolio, ranked #613.

Waverly Advisors first reported a position in BSV in Q3 2013 and has held it in 26 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Waverly Advisors held 29,492 shares of Vanguard Short-Term Bond ETF worth $2.31M as of Q1 2026.
  • Waverly Advisors bought 6,924 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $545K.
  • Vanguard Short-Term Bond ETF made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #613 holding.
  • Waverly Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2013 and has held it in 26 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

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