WWM
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Western Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Western Wealth Management’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 		$1.84M Buy
23,503
+10,173
+76% +$801K 0.07% 291
2025
Q4 		$1.05M Buy
13,330
+5,125
+62% +$404K 0.05% 338
2025
Q3 		$647K Sell
8,205
-1,404
-15% -$110K 0.03% 393
2025
Q2 		$756K Sell
9,609
-291
-3% -$22.8K 0.04% 326
2025
Q1 		$775K Sell
9,900
-2,248
-19% -$175K 0.05% 292
2024
Q4 		$939K Sell
12,148
-789
-6% -$61.2K 0.06% 258
2024
Q3 		$1.02M Sell
12,937
-590
-4% -$46K 0.06% 310
2024
Q2 		$1.04M Buy
13,527
+2
+0% +$153 0.08% 222
2024
Q1 		$1.04M Sell
13,525
-406
-3% -$31.1K 0.08% 225
2023
Q4 		$1.07M Sell
13,931
-298
-2% -$22.6K 0.08% 262
2023
Q3 		$1.07M Sell
14,229
-481
-3% -$36.3K 0.09% 231
2023
Q2 		$1.11M Buy
14,710
+353
+2% +$26.9K 0.09% 220
2023
Q1 		$1.1M Sell
14,357
-288
-2% -$21.8K 0.1% 215
2022
Q4 		$1.1M Sell
14,645
-22,257
-60% -$1.67M 0.11% 200
2022
Q3 		$2.76M Sell
36,902
-4,340
-11% -$332K 0.16% 149
2022
Q2 		$3.17M Buy
41,242
+1,427
+4% +$110K 0.18% 131
2022
Q1 		$3.1M Buy
39,815
+21,473
+117% +$1.7M 0.15% 146
2021
Q4 		$1.48M Buy
+18,342
New +$1.49M 0.15% 144
2021
Q2 		$1.46M Buy
17,794
+1,623
+10% +$134K 0.15% 150
2021
Q1 		$1.33M Buy
16,171
+2,154
+15% +$178K 0.18% 131
2020
Q4 		$1.16M Buy
14,017
+2,403
+21% +$199K 0.17% 140
2020
Q3 		$965K Sell
11,614
-128
-1% -$10.6K 0.16% 150
2020
Q2 		$976K Sell
11,742
-577
-5% -$47.7K 0.18% 132
2020
Q1 		$1.01M Sell
12,319
-387
-3% -$31.4K 0.23% 104
2019
Q4 		$1.02M Buy
12,706
+51
+0.4% +$4.12K 0.16% 136
2019
Q3 		$1.02M Buy
12,655
+150
+1% +$12.1K 0.21% 116
2019
Q2 		$1.01M Sell
12,505
-1,866
-13% -$149K 0.13% 132
2019
Q1 		$1.15M Buy
14,371
+444
+3% +$35K 0.26% 97
2018
Q4 		$1.09M Buy
+13,927
New +$1.09M 0.29% 82

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

Western Wealth Management's BSV Position: Q1 2026 in Review

Western Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 76% in Q1 2026, buying an estimated $801K and bringing the position to 23,503 shares worth $1.84M. The position accounts for 0.07% of the portfolio, ranked #291.

Western Wealth Management first reported a position in BSV in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.17M in Q2 2022. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Western Wealth Management held 23,503 shares of Vanguard Short-Term Bond ETF worth $1.84M as of Q1 2026.
  • Western Wealth Management bought 10,173 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $801K.
  • Vanguard Short-Term Bond ETF made up 0.07% of Western Wealth Management's portfolio in Q1 2026, its #291 holding.
  • Western Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's Vanguard Short-Term Bond ETF position peaked at $3.17M in Q2 2022.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.