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Vanguard Short-Term Bond ETF shares owned by Valpey Financial Services

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

Historical chart of Valpey Financial Services 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 Valpey Financial Services 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 Valpey Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.7M 60k 78.91
2025-06-30 $4.5M 57k 78.70

More positions owned by Valpey Financial Services

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Valpey Financial Services

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