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Windward Private Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Windward Private 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 		$66.1M Buy
843,187
+20,811
+3% +$1.64M 22.85% 1
2025
Q4 		$64.8M Buy
822,376
+20,723
+3% +$1.63M 22.45% 1
2025
Q3 		$63.3M Buy
801,653
+10,118
+1% +$796K 21.82% 1
2025
Q2 		$62.3M Buy
791,535
+19,228
+2% +$1.5M 22.46% 1
2025
Q1 		$60.5M Buy
772,307
+6,607
+0.9% +$513K 23.57% 1
2024
Q4 		$59.2M Buy
765,700
+41,323
+6% +$3.21M 23.06% 1
2024
Q3 		$57M Buy
724,377
+14,725
+2% +$1.15M 21.85% 1
2024
Q2 		$54.4M Buy
709,652
+29,658
+4% +$2.26M 22.04% 1
2024
Q1 		$52.1M Buy
679,994
+38,074
+6% +$2.92M 21.31% 1
2023
Q4 		$49.4M Buy
641,920
+124,822
+24% +$9.45M 20.73% 1
2023
Q3 		$38.9M Buy
517,098
+6,700
+1% +$505K 17.58% 1
2023
Q2 		$38.6M Sell
510,398
-21,666
-4% -$1.65M 17.09% 1
2023
Q1 		$40.7M Sell
532,064
-4,712
-0.9% -$357K 17.37% 1
2022
Q4 		$40.4M Buy
536,776
+37,048
+7% +$2.78M 17.9% 1
2022
Q3 		$37.4M Sell
499,728
-39,446
-7% -$3.01M 18% 1
2022
Q2 		$41.4M Buy
539,174
+51,996
+11% +$4.01M 19.03% 1
2022
Q1 		$38M Sell
487,178
-41,443
-8% -$3.29M 15.67% 1
2021
Q4 		$42.7M Buy
528,621
+24,134
+5% +$1.96M 16.49% 1
2021
Q3 		$41.3M Buy
504,487
+33,454
+7% +$2.75M 16.81% 1
2021
Q2 		$38.7M Buy
471,033
+95,075
+25% +$7.82M 15.88% 1
2021
Q1 		$30.9M Sell
375,958
-5,355
-1% -$442K 13.71% 1
2020
Q4 		$31.6M Buy
+381,313
New +$31.6M 14.77% 1

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

Windward Private Wealth Management's BSV Position: Q1 2026 in Review

Windward Private Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.5% in Q1 2026, buying an estimated $1.64M and bringing the position to 843,187 shares worth $66.1M. The position accounts for 22.85% of the portfolio, ranked #1.

Windward Private Wealth Management first reported a position in BSV in Q4 2020 and has held it in 22 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Windward Private Wealth Management held 843,187 shares of Vanguard Short-Term Bond ETF worth $66.1M as of Q1 2026.
  • Windward Private Wealth Management bought 20,811 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $1.64M.
  • Vanguard Short-Term Bond ETF made up 22.85% of Windward Private Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Windward Private Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Windward Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.