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American Trust’s Vanguard Short-Term Bond ETF BSV Stock Holding History

American Trust’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 		$357K Buy
4,580
+387
+9% +$30.2K 0.03% 220
2026
Q1 		$329K Buy
4,193
+136
+3% +$10.7K 0.03% 212
2025
Q4 		$320K Buy
4,057
+277
+7% +$21.9K 0.03% 228
2025
Q3 		$298K Sell
3,780
-1,143
-23% -$89.9K 0.03% 245
2025
Q2 		$387K Buy
+4,923
New +$385K 0.04% 184
2025
Q1 		– Sell
-4,487
Closed -$347K – 145
2024
Q4 		$347K Buy
+4,487
New +$348K 0.03% 209
2024
Q2 		– Sell
-5,683
Closed -$436K – 251
2024
Q1 		$436K Buy
5,683
+2,281
+67% +$175K 0.04% 152
2023
Q4 		$262K Buy
3,402
+374
+12% +$28.3K 0.02% 231
2023
Q3 		$228K Sell
3,028
-7,586
-71% -$572K 0.02% 250
2023
Q2 		$802K Buy
10,614
+897
+9% +$68.4K 0.06% 161
2023
Q1 		$745K Buy
9,717
+5,623
+137% +$426K 0.05% 161
2022
Q4 		$308K Sell
4,094
-1,897
-32% -$142K 0.03% 306
2022
Q3 		$448K Sell
5,991
-364
-6% -$27.8K 0.04% 213
2022
Q2 		$478K Buy
6,355
+611
+11% +$47.1K 0.04% 220
2022
Q1 		$447K Buy
5,744
+2,725
+90% +$216K 0.03% 264
2021
Q4 		$244K Buy
+3,019
New +$246K 0.02% 291

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

American Trust's BSV Position: Q2 2026 in Review

American Trust increased its Vanguard Short-Term Bond ETF (BSV) stake by 9.2% in Q2 2026, buying an estimated $30.2K and bringing the position to 4,580 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #220.

American Trust first reported a position in BSV in Q4 2021 and has held it in 16 quarters since. The position peaked at $802K in Q2 2023. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • American Trust held 4,580 shares of Vanguard Short-Term Bond ETF worth $357K as of Q2 2026.
  • American Trust bought 387 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $30.2K.
  • Vanguard Short-Term Bond ETF made up 0.03% of American Trust's portfolio in Q2 2026, its #220 holding.
  • American Trust first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • American Trust's Vanguard Short-Term Bond ETF position peaked at $802K in Q2 2023.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.