WBH Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History

WBH Advisory’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	$6.36M	Sell	81,371 -6,641	-8%	-$523K	0.48%	49
2025 Q4	$6.94M	Sell	88,012 -4,496	-5%	-$355K	0.51%	47
2025 Q3	$7.3M	Sell	92,508 -5,334	-5%	-$419K	0.56%	44
2025 Q2	$7.7M	Sell	97,842 -10,001	-9%	-$782K	0.66%	39
2025 Q1	$8.44M	Sell	107,843 -1,749	-2%	-$136K	0.79%	35
2024 Q4	$8.47M	Sell	109,592 -4,415	-4%	-$343K	0.79%	36
2024 Q3	$8.97M	Sell	114,007 -1,873	-2%	-$146K	0.85%	33
2024 Q2	$8.89M	Buy	115,880 +2,071	+2%	+$158K	0.9%	32
2024 Q1	$8.73M	Buy	113,809 +51	+0%	+$3.91K	0.9%	33
2023 Q4	$8.76M	Sell	113,758 -4,202	-4%	-$318K	0.97%	30
2023 Q3	$8.87M	Buy	117,960 +7,374	+7%	+$556K	1.09%	27
2023 Q2	$8.36M	Buy	110,586 +6,124	+6%	+$467K	0.99%	29
2023 Q1	$7.99M	Buy	+104,462	New	+$7.92M	1%	27
2022 Q3	$8.96M	Buy	119,767 +4,270	+4%	+$326K	1.29%	22
2022 Q2	$8.86M	Buy	115,497 +23,149	+25%	+$1.78M	1.18%	21
2022 Q1	$7.13M	Sell	92,348 -12,601	-12%	-$1M	0.88%	37
2021 Q4	$8.48M	Buy	104,949 +21,439	+26%	+$1.74M	0.97%	27
2021 Q3	$6.84M	Buy	83,510 +9,686	+13%	+$796K	0.92%	27
2021 Q2	$6.08M	Buy	73,824 +19,049	+35%	+$1.57M	0.89%	31
2021 Q1	$4.5M	Buy	54,775 +13,866	+34%	+$1.14M	0.73%	36
2020 Q4	$3.39M	Buy	40,909 +14,454	+55%	+$1.2M	0.58%	41
2020 Q3	$2.2M	Buy	26,455 +8,287	+46%	+$689K	0.44%	51
2020 Q2	$1.51M	Buy	18,168 +6,959	+62%	+$576K	0.37%	65
2020 Q1	$921	Buy	11,209 +4,917	+78%	+$399K	0.22%	90
2019 Q4	$507K	Buy	6,292 +1,660	+36%	+$134K	0.1%	156
2019 Q3	$374K	Buy	4,632 +348	+8%	+$28.1K	0.08%	171
2019 Q2	$345K	Buy	4,284 +118	+3%	+$9.41K	0.08%	176
2019 Q1	$331K	Buy	4,166 +37	+0.9%	+$2.92K	0.08%	183
2018 Q4	$324	Sell	4,129 -200	-5%	-$15.6K	0.08%	182
2018 Q3	$337K	Buy	4,329 +379	+10%	+$29.6K	0.08%	192
2018 Q2	$308K	Buy	3,950 +18	+0.5%	+$1.41K	0.08%	186
2018 Q1	$308K	Buy	3,932 +16	+0.4%	+$1.26K	0.08%	184
2017 Q4	$309K	Sell	3,916 -84	-2%	-$6.67K	0.08%	185
2017 Q3	$319K	Buy	4,000 +15	+0.4%	+$1.2K	0.09%	181
2017 Q2	$318K	Sell	3,985 -1,322	-25%	-$106K	0.09%	181
2017 Q1	$423K	Buy	5,307 +30	+0.6%	+$2.39K	0.13%	149
2016 Q4	$419K	Buy	5,277 +155	+3%	+$12.4K	0.14%	147
2016 Q3	$414K	Buy	+5,122	New	+$414K	0.14%	143
2016 Q2	–	Sell	-2,507	Closed	-$202K	–	202
2016 Q1	$202K	Buy	+2,507	New	+$201K	0.07%	189
2015 Q4	–	Sell	-2,500	Closed	-$201K	–	198
2015 Q3	$201K	Buy	+2,500	New	+$200K	0.08%	188

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

WBH Advisory's BSV Position: Q1 2026 in Review

WBH Advisory reduced its Vanguard Short-Term Bond ETF (BSV) stake by 7.5% in Q1 2026, selling an estimated $523K and leaving 81,371 shares worth $6.36M. The position accounts for 0.48% of the portfolio, ranked #49.

WBH Advisory first reported a position in BSV in Q3 2015 and has held it in 40 quarters since. The position peaked at $8.97M in Q3 2024. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

WBH Advisory held 81,371 shares of Vanguard Short-Term Bond ETF worth $6.36M as of Q1 2026.
WBH Advisory sold 6,641 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $523K.
Vanguard Short-Term Bond ETF made up 0.48% of WBH Advisory's portfolio in Q1 2026, its #49 holding.
WBH Advisory first reported a position in Vanguard Short-Term Bond ETF in Q3 2015 and has held it in 40 quarters since.
WBH Advisory's Vanguard Short-Term Bond ETF position peaked at $8.97M in Q3 2024.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.