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Vanguard Short-Term Bond ETF shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.4M 97k 76.67
2023-06-30 $765k 10k 75.57

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding Vanguard Short-Term Bond ETF

Goldman Sachs Group
Mercer Global Advisors
Jpmorgan Chase & Co
Empower Advisory Group
Hanson McClain Advisors
Bank of America Corporation
Wells Fargo & Company
Truepoint
United Capital Financial Advisers
H D Vest Advisory Services
Envestnet Portfolio Solutions
Royal Bank of Canada
CI Private Wealth
Lincoln National
Charles Schwab Investment Management

View all funds holding Vanguard Short-Term Bond ETF