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

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

Historical chart of Retirement 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 Retirement 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 Retirement Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.4M 69k 78.91
2025-06-30 $5.4M 68k 78.70
2025-03-31 $5.5M 71k 78.28
2024-12-31 $5.2M 67k 76.98

More positions owned by Retirement Wealth Solutions

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Total Usd (IUSB)

View all positions for Retirement Wealth Solutions

Top funds holding Vanguard Short-Term Bond ETF

Mercer Global Advisors
Morgan Stanley
Envestnet Asset Management
Jpmorgan Chase & Co
Empower Advisory Group
Hanson McClain Advisors
Goldman Sachs Group
Northern Trust
Wells Fargo & Company
LPL Financial
Truepoint
Captrust Financial Advisors
Envestnet Portfolio Solutions
United Capital Financial Advisers
Lincoln National

View all funds holding Vanguard Short-Term Bond ETF