Wescott Financial Advisory Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Wescott Financial Advisory Group’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	$3.39M	Buy	43,251 +1,377	+3%	+$108K	0.3%	49
2025 Q4	$3.3M	Buy	41,874 +206	+0.5%	+$16.3K	0.29%	48
2025 Q3	$3.29M	Sell	41,668 -347	-0.8%	-$27.3K	0.3%	48
2025 Q2	$3.31M	Sell	42,015 -632	-1%	-$49.4K	0.32%	47
2025 Q1	$3.34M	Sell	42,647 -3,100	-7%	-$241K	0.35%	44
2024 Q4	$3.53M	Sell	45,747 -6,814	-13%	-$529K	0.37%	43
2024 Q3	$4.14M	Sell	52,561 -5,224	-9%	-$407K	0.44%	40
2024 Q2	$4.43M	Buy	57,785 +219	+0.4%	+$16.7K	0.51%	33
2024 Q1	$4.41M	Sell	57,566 -4,510	-7%	-$346K	0.55%	34
2023 Q4	$4.78M	Sell	62,076 -5,752	-8%	-$435K	0.67%	29
2023 Q3	$5.1M	Buy	67,828 +8,220	+14%	+$620K	0.93%	23
2023 Q2	$4.5M	Sell	59,608 -2,223	-4%	-$169K	0.8%	26
2023 Q1	$4.73M	Sell	61,831 -1,413	-2%	-$107K	1.03%	23
2022 Q4	$4.76M	Sell	63,244 -16,132	-20%	-$1.21M	1.03%	21
2022 Q3	$5.94M	Sell	79,376 -3,862	-5%	-$295K	1.65%	13
2022 Q2	$6.39M	Buy	+83,238	New	+$6.41M	1.74%	14

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

Wescott Financial Advisory Group's BSV Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.3% in Q1 2026, buying an estimated $108K and bringing the position to 43,251 shares worth $3.39M. The position accounts for 0.3% of the portfolio, ranked #49.

Wescott Financial Advisory Group first reported a position in BSV in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.39M in Q2 2022. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Wescott Financial Advisory Group held 43,251 shares of Vanguard Short-Term Bond ETF worth $3.39M as of Q1 2026.
Wescott Financial Advisory Group bought 1,377 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $108K.
Vanguard Short-Term Bond ETF made up 0.3% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #49 holding.
Wescott Financial Advisory Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 16 quarters since.
Wescott Financial Advisory Group's Vanguard Short-Term Bond ETF position peaked at $6.39M in Q2 2022.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.