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

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

Historical chart of Maimon 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 Maimon Wealth Management 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 Maimon Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.1M 78k 78.30
2025-12-31 $5.5M 70k 78.81

More positions owned by Maimon Wealth Management

Ishares U S Etf Tr Short Duration B (NEAR)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Ultra Short Dur (ICSH)
Pimco Etf Tr Active Bd Etf (BOND)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Stryker Corporation (SYK)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Maimon Wealth Management

Top funds holding Vanguard Short-Term Bond ETF

Mercer Global Advisors
Creative Planning
Envestnet Asset Management
Empower Advisory Group
Hanson McClain Advisors
Goldman Sachs Group
Northern Trust
Truepoint
LPL Financial
Captrust Financial Advisors
Wells Fargo & Company
Lincoln National
UBS Group
Raymond James Financial
Sequoia Financial Advisors

View all funds holding Vanguard Short-Term Bond ETF