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Vanguard Short-Term Bond ETF shares owned by Discipline Wealth Solutions

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

Historical chart of Discipline Wealth Solutions 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 Discipline Wealth Solutions 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 Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 24k 78.69
2024-06-30 $1.4M 18k 76.70
2024-03-31 $1.1M 15k 76.31
2023-12-31 $1.5M 20k 76.88

More positions owned by Discipline Wealth Solutions

Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Direxion Shs Etf Tr Direxion Hcm (HCMT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Small Cap Val (DFSV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)

View all positions for Discipline Wealth Solutions

Top funds holding Vanguard Short-Term Bond ETF

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

View all funds holding Vanguard Short-Term Bond ETF