One Wealth Map LLC BSV holdings history
VANGUARD SHORT-TERM BOND ETF · CUSIP 921937827 · CIK 1802635
As of 2026-06-30, One Wealth Map LLC reported 22.79K BSV (shares), valued at $1.77M, or 0.83% of its reported non-derivative portfolio. Filed 2026-07-31.
Verify history & sources →Shares increased 9.95%; reported value increased 9.30%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.83% | 22,794 | SEC filing ↗Filed Jul 31, 2026 |
| Q1 2026 | 0.79% | 20,732 | SEC filing ↗Filed May 4, 2026 |
| Q4 2025 | 0.78% | 19,471 | SEC filing ↗Filed Feb 4, 2026 |
| Q3 2025 | 0.80% | 19,096 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 0.88% | 20,432 | SEC filing ↗Filed Jul 23, 2025 |
| Q1 2025 | 1.02% | 19,534 | SEC filing ↗Filed Apr 22, 2025 |
| Q4 2024 | 0.93% | 19,631 | SEC filing ↗Filed Feb 24, 2025 |
| Q3 2024 | 0.95% | 20,708 | SEC filing ↗Filed Oct 16, 2024 |
| Q2 2024 | 1.24% | 26,073 | SEC filing ↗Filed Jul 23, 2024 |
| Q1 2024 | 1.29% | 25,733 | SEC filing ↗Filed Apr 24, 2024 |
| Q4 2023 | 1.48% | 30,703 | SEC filing ↗Filed Feb 9, 2024 |
| Q3 2023 | 10.87% | 209,338 | SEC filing ↗Filed Oct 17, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 10.87% | 209,338 | $15.72M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 17, 2023 |
| Q4 2023 | 1.48% | 30,703 | $2.35M | Shares decreased 85.33%; reported value decreased 85.02%, and weight changed -9.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 1.29% | 25,733 | $1.95M | Shares decreased 16.19%; reported value decreased 17.03%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2024 |
| Q2 2024 | 1.24% | 26,073 | $2.01M | Shares increased 1.32%; reported value increased 2.89%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2024 |
| Q3 2024 | 0.95% | 20,708 | $1.62M | Shares decreased 20.58%; reported value decreased 19.63%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2024 |
| Q4 2024 | 0.93% | 19,631 | $1.52M | Shares decreased 5.20%; reported value decreased 5.65%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 24, 2025 |
| Q1 2025 | 1.02% | 19,534 | $1.53M | Shares decreased 0.49%; reported value increased 0.24%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2025 |
| Q2 2025 | 0.88% | 20,432 | $1.60M | Shares increased 4.60%; reported value increased 4.88%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2025 |
| Q3 2025 | 0.80% | 19,096 | $1.50M | Shares decreased 6.54%; reported value decreased 6.12%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 0.78% | 19,471 | $1.53M | Shares increased 1.96%; reported value increased 1.75%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2026 |
| Q1 2026 | 0.79% | 20,732 | $1.62M | Shares increased 6.48%; reported value increased 5.75%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 4, 2026 |
| Q2 2026 | 0.83% | 22,794 | $1.77M | Shares increased 9.95%; reported value increased 9.30%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2026 |
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