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Vanguard Short-Term Bond ETF shares owned by TrustWell Financial Advisors

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

Historical chart of TrustWell Financial 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 TrustWell Financial 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 TrustWell Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $855k 11k 78.41
2025-12-31 $858k 11k 78.81

More positions owned by TrustWell Financial Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Sprott Asset Management Physical Gold Tr (PHYS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis U S Qual (AVUQ)
Sprott Asset Management Physical Gold An (CEF)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Regency Centers Corporation (REG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
First Tr Exchange-traded Nat Gas Etf (FCG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Value Etf (VTV)

View all positions for TrustWell Financial 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