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

Westfuller 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	$2.78M	Sell	35,411 -4,294	-11%	-$338K	1.2%	21
2025 Q4	$3.13M	Sell	39,705 -1,719	-4%	-$136K	1.27%	21
2025 Q3	$3.27M	Buy	41,424 +2,489	+6%	+$196K	1.49%	18
2025 Q2	$3.06M	Buy	38,935 +208	+0.5%	+$16.3K	1.75%	14
2025 Q1	$3.03M	Buy	38,727 +17	+0%	+$1.32K	2.02%	13
2024 Q4	$2.99M	Buy	38,710 +241	+0.6%	+$18.7K	1.9%	15
2024 Q3	$3.03M	Buy	+38,469	New	+$3M	2.17%	13
2024 Q1	$3.68M	Buy	+48,041	New	+$3.69M	4.42%	3

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

Westfuller Advisors's BSV Position: Q1 2026 in Review

Westfuller Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 11% in Q1 2026, selling an estimated $338K and leaving 35,411 shares worth $2.78M. The position accounts for 1.2% of the portfolio, ranked #21.

Westfuller Advisors first reported a position in BSV in Q1 2024 and has held it in 8 quarters since. The position peaked at $3.68M in Q1 2024. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Westfuller Advisors held 35,411 shares of Vanguard Short-Term Bond ETF worth $2.78M as of Q1 2026.
Westfuller Advisors sold 4,294 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $338K.
Vanguard Short-Term Bond ETF made up 1.2% of Westfuller Advisors's portfolio in Q1 2026, its #21 holding.
Westfuller Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2024 and has held it in 8 quarters since.
Westfuller Advisors's Vanguard Short-Term Bond ETF position peaked at $3.68M in Q1 2024.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.