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Vanguard Short-Term Bond ETF shares owned by Wingate Wealth Advisors

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

Historical chart of Wingate Wealth 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 Wingate Wealth 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 Wingate Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $303k 3.8k 78.90
2024-12-31 $1.2M 16k 77.27

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View all positions for Wingate Wealth Advisors

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