Wolff Financial Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Wolff Financial 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 Q2	$229K	Buy	2,934 +21	+0.7%	+$1.64K	0.05%	101
2026 Q1	$228K	Buy	2,913 +12	+0.4%	+$945	0.05%	98
2025 Q4	$229K	Buy	2,901 +26	+0.9%	+$2.05K	0.05%	97
2025 Q3	$227K	Sell	2,875 -17	-0.6%	-$1.34K	0.05%	94
2025 Q2	$228K	Buy	2,892 +54	+2%	+$4.22K	0.06%	91
2025 Q1	$222K	Buy	2,838 +17	+0.6%	+$1.32K	0.06%	92
2024 Q4	$218K	Sell	2,821 -535	-16%	-$41.5K	0.06%	91
2024 Q3	$264K	Buy	+3,356	New	+$261K	0.07%	89
2024 Q2	–	Sell	-3,300	Closed	-$253K	–	44
2024 Q1	$253K	Buy	3,300 +16	+0.5%	+$1.23K	0.07%	90
2023 Q4	$253K	Buy	3,284 +32	+1%	+$2.42K	0.08%	87
2023 Q3	$244K	Buy	+3,252	New	+$245K	0.08%	84
2023 Q2	–	Sell	-3,509	Closed	-$268K	–	42
2023 Q1	$268K	Buy	3,509 +10	+0.3%	+$758	0.09%	85
2022 Q4	$263K	Sell	3,499 -3,133	-47%	-$235K	0.1%	85
2022 Q3	$496K	Sell	6,632 -391	-6%	-$29.9K	0.23%	63
2022 Q2	$539K	Buy	7,023 +143	+2%	+$11K	0.24%	61
2022 Q1	$536K	Sell	6,880 -105	-2%	-$8.34K	0.21%	69
2021 Q4	$565K	Buy	+6,985	New	+$568K	0.21%	65
2021 Q1	$565K	Buy	6,872 +10	+0.1%	+$826	0.26%	59
2020 Q4	$569K	Sell	6,862 -914	-12%	-$75.7K	0.3%	54
2020 Q3	$646K	Sell	7,776 -6	-0.1%	-$499	0.38%	47
2020 Q2	$647K	Buy	7,782 +2,263	+41%	+$187K	0.41%	45
2020 Q1	$454K	Buy	5,519 +433	+9%	+$35.2K	0.34%	52
2019 Q4	$410K	Sell	5,086 -180	-3%	-$14.5K	0.27%	59
2019 Q3	$425K	Buy	5,266 +326	+7%	+$26.3K	0.31%	56
2019 Q2	$398K	Buy	4,940 +6	+0.1%	+$478	0.31%	58
2019 Q1	$393K	Sell	4,934 -3	-0.1%	-$237	0.33%	57
2018 Q4	$388K	Buy	+4,937	New	+$385K	0.38%	52

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wolff Financial Management's BSV Position: Q2 2026 in Review

Wolff Financial Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.72% in Q2 2026, buying an estimated $1.64K and bringing the position to 2,934 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #101.

Wolff Financial Management first reported a position in BSV in Q4 2018 and has held it in 27 quarters since. The position peaked at $647K in Q2 2020. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Wolff Financial Management held 2,934 shares of Vanguard Short-Term Bond ETF worth $229K as of Q2 2026.
Wolff Financial Management bought 21 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.64K.
Vanguard Short-Term Bond ETF made up 0.05% of Wolff Financial Management's portfolio in Q2 2026, its #101 holding.
Wolff Financial Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 27 quarters since.
Wolff Financial Management's Vanguard Short-Term Bond ETF position peaked at $647K in Q2 2020.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.