55 North Private Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

55 North Private Wealth’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	–	Sell	-4,301	Closed	-$337K	–	308
2026 Q1	$337K	Sell	4,301 -199	-4%	-$15.7K	0.09%	117
2025 Q4	$355K	Buy	+4,500	New	+$355K	0.09%	112

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

55 North Private Wealth's BSV Position: Q2 2026 in Review

55 North Private Wealth sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2026, closing a stake of 4,301 shares — an estimated $337K sold.

55 North Private Wealth first reported a position in BSV in Q4 2025 and held it in 2 quarters. The position peaked at $355K in Q4 2025. 1,348 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

55 North Private Wealth reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
55 North Private Wealth sold 4,301 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $337K.
55 North Private Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and held it in 2 quarters.
55 North Private Wealth's Vanguard Short-Term Bond ETF position peaked at $355K in Q4 2025.
1,348 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.