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Vanguard Short-Term Bond ETF shares owned by Wealth Forward

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

Historical chart of Wealth Forward investment in Vanguard Short-Term Bond ETF

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 20259M9.5M10M10.5M115k120k125k130k135k
Value ($)Share countHistorical BSV position of Wealth Forward Source: stockzoa.comValue ($)Share count

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All positions including Vanguard Short-Term Bond ETF held by Wealth Forward 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 Wealth Forward

Quarter filed Position value Share count Share price at filing
2024-12-31 $11M 138k 77.27
2024-09-30 $9.8M 125k 78.69
2024-06-30 $9.2M 120k 76.70
2024-03-31 $9.1M 118k 76.67
2023-12-31 $8.9M 115k 77.02

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View all positions for Wealth Forward

Top funds holding Vanguard Short-Term Bond ETF

Envestnet Asset Management
Mercer Global Advisors
Jpmorgan Chase & Co
Goldman Sachs Group
Empower Advisory Group
Morgan Stanley
Hanson McClain Advisors
Northern Trust
Bank of America Corporation
LPL Financial
Truepoint
Wells Fargo & Company
United Capital Financial Advisers
Essential Planning
Envestnet Portfolio Solutions

View all funds holding Vanguard Short-Term Bond ETF