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 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 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

Willis Johnson & Associates's BSV Position: Q1 2026 in Review

Willis Johnson & Associates increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.3% in Q1 2026, buying an estimated $7.48K and bringing the position to 7,491 shares worth $587K. The position accounts for 0.03% of the portfolio, ranked #103.

Willis Johnson & Associates first reported a position in BSV in Q4 2023 and has held it in 10 quarters since. The position peaked at $716K in Q2 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Willis Johnson & Associates held 7,491 shares of Vanguard Short-Term Bond ETF worth $587K as of Q1 2026.
Willis Johnson & Associates bought 95 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $7.48K.
Vanguard Short-Term Bond ETF made up 0.03% of Willis Johnson & Associates's portfolio in Q1 2026, its #103 holding.
Willis Johnson & Associates first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
Willis Johnson & Associates's Vanguard Short-Term Bond ETF position peaked at $716K in Q2 2025.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.