Vanguard Short-Term Bond ETF shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Vanguard Short-Term Bond ETF (BSV) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies 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 Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Short-Term Bond ETF by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $215k | 2.7k | 78.91 |
| 2025-06-30 | $241k | 3.1k | 78.70 |
| 2025-03-31 | $606k | 7.7k | 78.28 |
| 2024-12-31 | $1.8M | 23k | 77.27 |
| 2024-09-30 | $1.7M | 22k | 78.69 |
| 2024-06-30 | $1.6M | 21k | 76.70 |
| 2024-03-31 | $1.5M | 20k | 76.67 |
| 2023-09-30 | $1.1M | 14k | 75.17 |
| 2023-06-30 | $859k | 11k | 75.57 |
| 2023-03-31 | $807k | 11k | 76.49 |
| 2022-12-31 | $669k | 8.9k | 75.28 |
| 2022-09-30 | $643k | 8.6k | 74.87 |
| 2022-06-30 | $591k | 7.7k | 76.82 |
| 2022-03-31 | $693k | 8.9k | 77.94 |
| 2021-12-31 | $822k | 10k | 80.80 |
| 2021-09-30 | $765k | 9.3k | 81.99 |
| 2021-06-30 | $720k | 8.8k | 82.17 |
More positions owned by Summit Financial Strategies
View all positions for Summit Financial Strategies