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WIT LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

WIT LLC’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 		$154M Sell
1,981,763
-25,659
-1% -$2M 2.47% 8
2026
Q1 		$157M Buy
2,007,422
+885,260
+79% +$69.7M 2.97% 8
2025
Q4 		$88.4M Hold
1,122,162
– – 1.77% 8
2025
Q3 		$88.5M Buy
1,122,162
+277,519
+33% +$21.8M 2.01% 7
2025
Q2 		$66.5M Hold
844,643
– – 1.65% 8
2025
Q1 		$66.1M Sell
844,643
-32,090
-4% -$2.49M 1.88% 7
2024
Q4 		$67.7M Buy
876,733
+875,856
+99,870% +$68M 2.17% 5
2024
Q3 		$69M Sell
877
-45
-5% -$3.5K 1.99% 6
2024
Q2 		$70.7M Sell
922
-195
-17% -$14.9K 2.13% 7
2024
Q1 		$85.7K Sell
1,117
-379
-25% -$29.1K 2.61% 7
2023
Q4 		$115M Hold
1,496
– – 4.44% 5
2023
Q3 		$112M Sell
1,496
-283
-16% -$21.3K 3.26% 7
2023
Q2 		$134M Sell
1,779
-145
-8% -$11.1K 3.45% 7
2023
Q1 		$147M Buy
1,924
+875
+83% +$66.3K 3.74% 6
2022
Q4 		$79M Sell
1,049
-9
-0.9% -$675 2.17% 8
2022
Q3 		$79.2K Sell
1,058
-200
-16% -$15.3K 2.26% 8
2022
Q2 		$96.6K Sell
1,258
-792
-39% -$61K 2.39% 9
2022
Q1 		$160K Sell
2,050
-2,047,460
-100% -$163M 3.14% 8
2021
Q4 		$166M Sell
2,049,510
-2,773,714
-58% -$226M 3.71% 7
2021
Q3 		$395M Buy
4,823,224
+372,174
+8% +$30.6M 7.88% 4
2021
Q2 		$366M Hold
4,451,050
– – 7.34% 4
2021
Q1 		$366M Sell
4,451,050
-1,427,090
-24% -$118M 8.12% 4
2020
Q4 		$487M Buy
+5,878,140
New +$487M 12.86% 3

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 22.96% 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

WIT LLC's BSV Position: Q2 2026 in Review

WIT LLC reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.3% in Q2 2026, selling an estimated $2M and leaving 1,981,763 shares worth $154M. The position accounts for 2.47% of the portfolio, ranked #8.

WIT LLC first reported a position in BSV in Q4 2020 and has held it in 23 quarters since. The position peaked at $487M in Q4 2020. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • WIT LLC held 1,981,763 shares of Vanguard Short-Term Bond ETF worth $154M as of Q2 2026.
  • WIT LLC sold 25,659 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $2M.
  • Vanguard Short-Term Bond ETF made up 2.47% of WIT LLC's portfolio in Q2 2026, its #8 holding.
  • WIT LLC first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • WIT LLC's Vanguard Short-Term Bond ETF position peaked at $487M in Q4 2020.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on WIT LLC's 13F filing for Q2 2026, filed 14 Aug 2026.