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WR Wealth Planners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

WR Wealth Planners’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
2024
Q4 		$18.8K Hold
243
– – 0.01% 477
2024
Q3 		$19.1K Hold
243
– – 0.01% 494
2024
Q2 		$18.6K Hold
243
– – 0.01% 455
2024
Q1 		$18.6K Buy
+243
New +$18.6K 0.01% 465
2023
Q4 		– Sell
-261
Closed -$19.6K – 259
2023
Q3 		$19.6K Hold
261
– – 0.01% 427
2023
Q2 		$19.7K Buy
+261
New +$19.9K 0.01% 438

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WR Wealth Planners's BSV Position: Q4 2024 in Review

WR Wealth Planners held its Vanguard Short-Term Bond ETF (BSV) position steady in Q4 2024 at 243 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #477.

WR Wealth Planners first reported a position in BSV in Q2 2023 and has held it in 6 quarters since. The position peaked at $19.7K in Q2 2023. 1,248 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

  • WR Wealth Planners held 243 shares of Vanguard Short-Term Bond ETF worth $18.8K as of Q4 2024.
  • WR Wealth Planners left its Vanguard Short-Term Bond ETF share count unchanged in Q4 2024.
  • Vanguard Short-Term Bond ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #477 holding.
  • WR Wealth Planners first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and has held it in 6 quarters since.
  • WR Wealth Planners's Vanguard Short-Term Bond ETF position peaked at $19.7K in Q2 2023.
  • 1,248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.