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Vanguard Short-Term Bond ETF shares owned by Wealth Forward

Quarter-by-quarter ownership of Vanguard Short-Term Bond ETF (BSV) shares owned by Wealth Forward from 13F filings

Historical chart of Wealth Forward investment in Vanguard Short-Term Bond ETF

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All positions including Vanguard Short-Term Bond ETF held by Wealth Forward consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Short-Term Bond ETF by Wealth Forward

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.1M 118k 76.67
2023-12-31 $8.9M 115k 77.02

More positions owned by Wealth Forward

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 100 Etf (OEF)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Grwt Allocat Etf (AOR)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Apple (AAPL)
Us Bancorp Del Com New (USB)
Ishares Tr Aggres Alloc Etf (AOA)
Alerus Finl (ALRS)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)

View all positions for Wealth Forward

Top funds holding Vanguard Short-Term Bond ETF

Envestnet Asset Management
Goldman Sachs Group
Mercer Global Advisors
Empower Advisory Group
Jpmorgan Chase & Co
Hanson McClain Advisors
Northern Trust
Bank of America Corporation
Wells Fargo & Company
LPL Financial
Truepoint
United Capital Financial Advisers
H D Vest Advisory Services
Envestnet Portfolio Solutions
Royal Bank of Canada

View all funds holding Vanguard Short-Term Bond ETF