Arrowroot Family Office’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Arrowroot Family Office’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	$4.23M	Sell	54,282 -706	-1%	-$55.1K	1.21%	21
2026 Q1	$4.31M	Sell	54,988 -13,044	-19%	-$1.03M	1.43%	19
2025 Q4	$5.36M	Buy	68,032 +2,357	+4%	+$186K	1.95%	13
2025 Q3	$5.18M	Buy	65,675 +11,863	+22%	+$933K	2.07%	14
2025 Q2	$4.24M	Buy	+53,812	New	+$4.21M	1.9%	14
2024 Q4	$3.84M	Buy	49,680 +19,030	+62%	+$1.48M	2%	15
2024 Q3	$2.41M	Buy	30,650 +3,785	+14%	+$295K	1.41%	19
2024 Q2	$2.06M	Sell	26,865 -661	-2%	-$50.4K	1.32%	21
2024 Q1	$2.11M	Sell	27,526 -64	-0.2%	-$4.91K	1.35%	21
2023 Q4	$2.12M	Sell	27,590 -4,632	-14%	-$351K	1.5%	20
2023 Q3	$2.42M	Buy	32,222 +1,281	+4%	+$96.6K	1.91%	12
2023 Q2	$2.34M	Sell	30,941 -11,627	-27%	-$886K	1.77%	13
2023 Q1	$3.26M	Buy	+42,568	New	+$3.23M	2.78%	4

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

Arrowroot Family Office's BSV Position: Q2 2026 in Review

Arrowroot Family Office reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.3% in Q2 2026, selling an estimated $55.1K and leaving 54,282 shares worth $4.23M. The position accounts for 1.21% of the portfolio, ranked #21.

Arrowroot Family Office first reported a position in BSV in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.36M in Q4 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Arrowroot Family Office held 54,282 shares of Vanguard Short-Term Bond ETF worth $4.23M as of Q2 2026.
Arrowroot Family Office sold 706 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $55.1K.
Vanguard Short-Term Bond ETF made up 1.21% of Arrowroot Family Office's portfolio in Q2 2026, its #21 holding.
Arrowroot Family Office first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and has held it in 13 quarters since.
Arrowroot Family Office's Vanguard Short-Term Bond ETF position peaked at $5.36M in Q4 2025.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.