Manager × security

WIT, LLC BSV holdings history

VANGUARD SHORT-TERM BOND ETF · CUSIP 921937827 · CIK 1840025

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, WIT, LLC reported 1.98M BSV (shares), valued at $154.40M, or 2.47% of its reported non-derivative portfolio. Filed 2026-08-14.

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Portfolio weight and quantity history
Reported portfolio weight
2.47%
Shares
1.98M
1,981,763
Reported value
$154.40M
USD

Shares decreased 1.28%; reported value decreased 1.91%, and weight changed -0.50 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.

QuarterWeightQuantitySource
Q2 20262.47%1,981,763SEC filing ↗Filed Aug 14, 2026
Q1 20262.97%2,007,422SEC filing ↗Filed May 15, 2026
Q4 20251.77%1,122,162SEC filing ↗Filed Feb 17, 2026
Q3 20252.01%1,122,162SEC filing ↗Filed Nov 14, 2025
Q2 20251.65%844,643SEC filing ↗Filed Aug 14, 2025
Q1 20251.88%844,643SEC filing ↗Filed May 15, 2025
Q4 20242.17%876,733SEC filing ↗Filed Feb 14, 2025Amended
Q3 20240.05%877SEC filing ↗Filed Nov 14, 2024
Q2 20242.13%922SEC filing ↗Filed Aug 14, 2024
Q1 20242.61%1,117SEC filing ↗Filed May 15, 2024
Q4 20234.44%1,496SEC filing ↗Filed Feb 14, 2024
Q3 20231.43%1,496SEC filing ↗Filed Nov 14, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20231.43%1,496$112.47KThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Nov 14, 2023
Q4 20234.44%1,496$115.24KShares unchanged; reported value increased 2.46%, and weight changed +3.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 14, 2024
Q1 20242.61%1,117$85.67KShares decreased 25.33%; reported value decreased 25.65%, and weight changed -1.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 15, 2024
Q2 20242.13%922$70.70KShares decreased 17.46%; reported value decreased 17.48%, and weight changed -0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 14, 2024
Q3 20240.05%877$68.99KShares decreased 4.88%; reported value decreased 2.41%, and weight changed -2.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 14, 2024
Q4 20242.17%876,733$67.75MShares increased 99869.56%; reported value increased 98095.62%, and weight changed +2.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 14, 2025
Q1 20251.88%844,643$66.12MShares decreased 3.66%; reported value decreased 2.40%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 15, 2025
Q2 20251.65%844,643$66.47MShares unchanged; reported value increased 0.54%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 14, 2025
Q3 20252.01%1,122,162$88.55MShares increased 32.86%; reported value increased 33.21%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 14, 2025
Q4 20251.77%1,122,162$88.44MShares unchanged; reported value decreased 0.13%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 17, 2026
Q1 20262.97%2,007,422$157.40MShares increased 78.89%; reported value increased 77.98%, and weight changed +1.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 15, 2026
Q2 20262.47%1,981,763$154.40MShares decreased 1.28%; reported value decreased 1.91%, and weight changed -0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 14, 2026
WIT, LLC · VANGUARD SHORT-TERM BOND ETF

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This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.