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Willis Johnson & Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Willis Johnson & Associates’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
Q2 		– Sell
-7,491
Closed -$587K – 110
2026
Q1 		$587K Buy
7,491
+95
+1% +$7.48K 0.03% 103
2025
Q4 		$583K Buy
7,396
+240
+3% +$18.9K 0.04% 97
2025
Q3 		$565K Sell
7,156
-1,946
-21% -$153K 0.03% 98
2025
Q2 		$716K Buy
9,102
+66
+0.7% +$5.16K 0.05% 83
2025
Q1 		$707K Buy
9,036
+126
+1% +$9.78K 0.05% 73
2024
Q4 		$688K Buy
8,910
+368
+4% +$28.6K 0.05% 79
2024
Q3 		$672K Buy
8,542
+327
+4% +$25.5K 0.05% 79
2024
Q2 		$630K Buy
8,215
+167
+2% +$12.7K 0.05% 76
2024
Q1 		$617K Buy
8,048
+345
+4% +$26.5K 0.05% 73
2023
Q4 		$593K Buy
+7,703
New +$583K 0.05% 69

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Willis Johnson & Associates's BSV Position: Q2 2026 in Review

Willis Johnson & Associates sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2026, closing a stake of 7,491 shares — an estimated $587K sold.

Willis Johnson & Associates first reported a position in BSV in Q4 2023 and held it in 10 quarters. The position peaked at $716K in Q2 2025. 1,363 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Willis Johnson & Associates reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Willis Johnson & Associates sold 7,491 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $587K.
  • Willis Johnson & Associates first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and held it in 10 quarters.
  • Willis Johnson & Associates's Vanguard Short-Term Bond ETF position peaked at $716K in Q2 2025.
  • 1,363 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.