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Vanguard Short-Term Bond ETF shares owned by Merkkuri Wealth Advisors

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

Historical chart of Merkkuri Wealth Advisors 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 Merkkuri Wealth Advisors 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 Merkkuri Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $12k 154 78.22
2024-12-31 $725k 9.4k 77.27
2024-09-30 $667k 8.5k 78.70
2024-06-30 $552k 7.2k 76.71

More positions owned by Merkkuri Wealth Advisors

Spdr Series Trust State Street Spd (SPYM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Janus Detroit Str Tr Henderson Securi (JSI)
First Tr Exchange Traded Buywrit Incm Etf (FTHI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Select Sector Spdr Tr State Street Ene (XLE)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Merkkuri Wealth Advisors

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