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

Wiser 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
Q3 		$21.7M Buy
284,610
+34,228
+14% +$2.65M 3.95% 8
2026
Q2 		$19.5M Buy
250,382
+6,914
+3% +$540K 3.73% 10
2026
Q1 		$19.1M Buy
243,468
+16,112
+7% +$1.27M 4.12% 8
2025
Q4 		$17.9M Buy
227,356
+8,296
+4% +$655K 3.98% 9
2025
Q3 		$17.3M Buy
219,060
+17,385
+9% +$1.37M 3.95% 9
2025
Q2 		$15.9M Buy
201,675
+3,361
+2% +$263K 3.97% 9
2025
Q1 		$15.5M Buy
198,314
+8,305
+4% +$645K 4.36% 9
2024
Q4 		$14.7M Buy
190,009
+7,720
+4% +$599K 4.12% 9
2024
Q3 		$14.3M Sell
182,289
-360
-0.2% -$28K 4.11% 9
2024
Q2 		$14M Sell
182,649
-4,611
-2% -$352K 4.34% 8
2024
Q1 		$14.4M Sell
187,260
-245,539
-57% -$18.8M 4.71% 9
2023
Q4 		$33.2M Buy
432,799
+17,753
+4% +$1.34M 12.11% 2
2023
Q3 		$31.2M Buy
415,046
+10,926
+3% +$824K 12.68% 2
2023
Q2 		$30.5M Buy
404,120
+5,007
+1% +$382K 12.26% 2
2023
Q1 		$30.5M Buy
399,113
+39,187
+11% +$2.97M 13.04% 2
2022
Q4 		$27.1M Sell
359,926
-1,231
-0.3% -$92.4K 12.52% 2
2022
Q3 		$27M Buy
361,157
+26,234
+8% +$2M 14.12% 2
2022
Q2 		$25.7M Sell
334,923
-18,855
-5% -$1.45M 13.33% 2
2022
Q1 		$27.6M Buy
353,778
+23,444
+7% +$1.86M 12.71% 2
2021
Q4 		$26.7M Buy
330,334
+48,774
+17% +$3.97M 13.04% 2
2021
Q3 		$23.1M Buy
281,560
+38,788
+16% +$3.19M 12.3% 2
2021
Q2 		$19.9M Buy
242,772
+25,657
+12% +$2.11M 12.14% 2
2021
Q1 		$17.8M Buy
217,115
+63,984
+42% +$5.28M 12.26% 2
2020
Q4 		$12.7M Buy
+153,131
New +$12.7M 9.52% 3

Other funds holding BSV

Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
RCI
RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return
Martel Wealth Advisors
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Wiser Wealth Management's BSV Position: Q3 2026 in Review

Wiser Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 14% in Q3 2026, buying an estimated $2.65M and bringing the position to 284,610 shares worth $21.7M. The position accounts for 3.95% of the portfolio, ranked #8.

Wiser Wealth Management first reported a position in BSV in Q4 2020 and has held it in 24 quarters since. The position peaked at $33.2M in Q4 2023. 337 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Wiser Wealth Management held 284,610 shares of Vanguard Short-Term Bond ETF worth $21.7M as of Q3 2026.
  • Wiser Wealth Management bought 34,228 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $2.65M.
  • Vanguard Short-Term Bond ETF made up 3.95% of Wiser Wealth Management's portfolio in Q3 2026, its #8 holding.
  • Wiser Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • Wiser Wealth Management's Vanguard Short-Term Bond ETF position peaked at $33.2M in Q4 2023.
  • 337 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Wiser Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.