3FI
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3 Factor Indexing’s Vanguard Short-Term Bond ETF BSV Stock Holding History

3 Factor Indexing’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.9M Sell
139,894
-24,073
-15% -$1.88M 9.22% 2
2026
Q1 		$12.9M Buy
+163,967
New +$12.9M 12.14% 2

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

3 Factor Indexing's BSV Position: Q2 2026 in Review

3 Factor Indexing reduced its Vanguard Short-Term Bond ETF (BSV) stake by 15% in Q2 2026, selling an estimated $1.88M and leaving 139,894 shares worth $10.9M. The position accounts for 9.22% of the portfolio, ranked #2.

3 Factor Indexing first reported a position in BSV in Q1 2026 and has held it in 2 quarters since. The position peaked at $12.9M in Q1 2026. 1,318 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • 3 Factor Indexing held 139,894 shares of Vanguard Short-Term Bond ETF worth $10.9M as of Q2 2026.
  • 3 Factor Indexing sold 24,073 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.88M.
  • Vanguard Short-Term Bond ETF made up 9.22% of 3 Factor Indexing's portfolio in Q2 2026, its #2 holding.
  • 3 Factor Indexing first reported a position in Vanguard Short-Term Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 3 Factor Indexing's Vanguard Short-Term Bond ETF position peaked at $12.9M in Q1 2026.
  • 1,318 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.