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

WoodTrust Financial’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	$399K	Sell	5,094 -8,801	-63%	-$693K	0.05%	123
2025 Q4	$1.09M	Buy	13,895 +3,799	+38%	+$300K	0.13%	88
2025 Q3	$797K	Buy	+10,096	New	+$794K	0.09%	104
2025 Q2	–	Sell	-8,155	Closed	-$638K	–	151
2025 Q1	$638K	Buy	8,155 +1,929	+31%	+$150K	0.09%	103
2024 Q4	$481K	Buy	6,226 +2,871	+86%	+$223K	0.07%	119
2024 Q3	$264K	Buy	+3,355	New	+$261K	0.04%	157
2021 Q4	–	Sell	-24,102	Closed	-$1.98M	–	143
2021 Q3	$1.98M	Buy	+24,102	New	+$1.98M	0.46%	45

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

WoodTrust Financial's BSV Position: Q1 2026 in Review

WoodTrust Financial reduced its Vanguard Short-Term Bond ETF (BSV) stake by 63% in Q1 2026, selling an estimated $693K and leaving 5,094 shares worth $399K. The position accounts for 0.05% of the portfolio, ranked #123.

WoodTrust Financial first reported a position in BSV in Q3 2021 and has held it in 7 quarters since. The position peaked at $1.98M in Q3 2021. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

WoodTrust Financial held 5,094 shares of Vanguard Short-Term Bond ETF worth $399K as of Q1 2026.
WoodTrust Financial sold 8,801 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $693K.
Vanguard Short-Term Bond ETF made up 0.05% of WoodTrust Financial's portfolio in Q1 2026, its #123 holding.
WoodTrust Financial first reported a position in Vanguard Short-Term Bond ETF in Q3 2021 and has held it in 7 quarters since.
WoodTrust Financial's Vanguard Short-Term Bond ETF position peaked at $1.98M in Q3 2021.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on WoodTrust Financial's 13F filing for Q1 2026, filed 6 May 2026.