ARK & TLK Investments’s Vanguard Short-Term Bond ETF BSV Stock Holding History

ARK & TLK Investments’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	$423K	Sell	5,431 -32	-0.6%	-$2.5K	0.1%	96
2026 Q1	$428K	Sell	5,463 -249	-4%	-$19.6K	0.12%	90
2025 Q4	$450K	Sell	5,712 -545	-9%	-$43K	0.12%	84
2025 Q3	$494K	Sell	6,257 -52	-0.8%	-$4.09K	0.16%	73
2025 Q2	$497K	Sell	6,309 -117	-2%	-$9.15K	0.16%	75
2025 Q1	$503K	Sell	6,426 -133	-2%	-$10.3K	0.18%	66
2024 Q4	$507K	Sell	6,559 -248	-4%	-$19.2K	0.18%	63
2024 Q3	$536K	Sell	6,807 -210	-3%	-$16.4K	0.19%	58
2024 Q2	$538K	Sell	7,017 -210	-3%	-$16K	0.2%	57
2024 Q1	$554K	Sell	7,227 -92	-1%	-$7.06K	0.22%	55
2023 Q4	$564K	Buy	+7,319	New	+$554K	0.23%	58

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

ARK & TLK Investments's BSV Position: Q2 2026 in Review

ARK & TLK Investments reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.59% in Q2 2026, selling an estimated $2.5K and leaving 5,431 shares worth $423K. The position accounts for 0.1% of the portfolio, ranked #96.

ARK & TLK Investments first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $564K in Q4 2023. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

ARK & TLK Investments held 5,431 shares of Vanguard Short-Term Bond ETF worth $423K as of Q2 2026.
ARK & TLK Investments sold 32 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $2.5K.
Vanguard Short-Term Bond ETF made up 0.1% of ARK & TLK Investments's portfolio in Q2 2026, its #96 holding.
ARK & TLK Investments first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
ARK & TLK Investments's Vanguard Short-Term Bond ETF position peaked at $564K in Q4 2023.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on ARK & TLK Investments's 13F filing for Q2 2026, filed 20 Jul 2026.