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Vanguard Short-Term Bond ETF shares owned by Collaborative Wealth Managment

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

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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Short-Term Bond ETF held by Collaborative Wealth Managment 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 Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2026-03-31 $250k 3.2k 78.41
2021-12-31 $261k 3.2k 80.96
2021-03-31 $251k 3.2k 77.85

More positions owned by Collaborative Wealth Managment

Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr Index Shs Fds State Street Spd (SPDW)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Series Trust State Street Spd (SPMD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPTM)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Series Trust State Street Spd (ONEY)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Collaborative Wealth Managment

Top funds holding Vanguard Short-Term Bond ETF

Mercer Global Advisors
Creative Planning
Envestnet Asset Management
Morgan Stanley
Empower Advisory Group
Goldman Sachs Group
Hanson McClain Advisors
Bank of America Corporation
Northern Trust
Truepoint
LPL Financial
Captrust Financial Advisors
Wells Fargo & Company
Lincoln National
UBS Group

View all funds holding Vanguard Short-Term Bond ETF