JPL Wealth Management »

Vanguard Short-Term Bond ETF shares owned by JPL Wealth Management

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

Historical chart of JPL Wealth Management 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 JPL Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-06-30 $214k 2.8k 76.70
2024-03-31 $256k 3.3k 76.67

More positions owned by JPL Wealth Management

Apple (AAPL)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p Mcp Etf (IJH)
Chevron Corporation (CVX)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Thomson Reuters Corp. (TRI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Caterpillar (CAT)

View all positions for JPL Wealth Management

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