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Aspiriant LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Aspiriant LLC’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
Q1 		$290K Sell
3,701
-1,273
-26% -$100K 0.01% 283
2025
Q4 		$392K Sell
4,974
-783
-14% -$61.8K 0.01% 243
2025
Q3 		$454K Sell
5,757
-4,027
-41% -$317K 0.01% 208
2025
Q2 		$770K Hold
9,784
– – 0.02% 167
2025
Q1 		$766K Sell
9,784
-1,416
-13% -$110K 0.03% 158
2024
Q4 		$865K Sell
11,200
-5,575
-33% -$433K 0.03% 152
2024
Q3 		$1.32M Sell
16,775
-4,120
-20% -$321K 0.05% 123
2024
Q2 		$1.6M Sell
20,895
-230
-1% -$17.5K 0.07% 101
2024
Q1 		$1.62M Sell
21,125
-1,565
-7% -$120K 0.07% 110
2023
Q4 		$1.75M Sell
22,690
-4,282
-16% -$324K 0.08% 100
2023
Q3 		$2.03M Sell
26,972
-8,973
-25% -$676K 0.1% 90
2023
Q2 		$2.72M Sell
35,945
-2,716
-7% -$207K 0.14% 75
2023
Q1 		$2.96M Buy
38,661
+902
+2% +$68.3K 0.15% 70
2022
Q4 		$2.84M Buy
37,759
+6,857
+22% +$514K 0.14% 70
2022
Q3 		$2.31M Sell
30,902
-4,510
-13% -$345K 0.11% 77
2022
Q2 		$2.72M Buy
35,412
+11,399
+47% +$878K 0.13% 68
2022
Q1 		$1.87M Sell
24,013
-2,796
-10% -$222K 0.1% 91
2021
Q4 		$2.17M Buy
26,809
+9,262
+53% +$753K 0.12% 85
2021
Q3 		$1.44M Sell
17,547
-3,587
-17% -$295K 0.08% 94
2021
Q2 		$1.74M Buy
21,134
+10,222
+94% +$841K 0.1% 81
2021
Q1 		$895K Sell
10,912
-3,270
-23% -$270K 0.06% 114
2020
Q4 		$1.18M Sell
14,182
-665
-4% -$55.1K 0.08% 88
2020
Q3 		$1.24M Buy
14,847
+3,607
+32% +$300K 0.1% 85
2020
Q2 		$936K Sell
11,240
-312
-3% -$25.8K 0.09% 87
2020
Q1 		$948K Buy
11,552
+405
+4% +$32.9K 0.09% 83
2019
Q4 		$897K Sell
11,147
-2,259
-17% -$182K 0.08% 101
2019
Q3 		$1.08M Buy
13,406
+1,424
+12% +$115K 0.1% 101
2019
Q2 		$965K Sell
11,982
-7,113
-37% -$567K 0.08% 112
2019
Q1 		$1.52M Sell
19,095
-7,928
-29% -$626K 0.12% 91
2018
Q4 		$2.12M Buy
27,023
+6,620
+32% +$516K 0.16% 78
2018
Q3 		$1.59M Sell
20,403
-4,551
-18% -$356K 0.14% 89
2018
Q2 		$1.95M Sell
24,954
-2,987
-11% -$233K 0.17% 79
2018
Q1 		$2.19M Buy
27,941
+13,853
+98% +$1.09M 0.19% 71
2017
Q4 		$1.11M Sell
14,088
-25,696
-65% -$2.04M 0.33% 35
2017
Q3 		$3.18M Sell
39,784
-18,109
-31% -$1.45M 0.27% 54
2017
Q2 		$4.62M Buy
57,893
+17,143
+42% +$1.37M 0.4% 42
2017
Q1 		$3.25M Buy
+40,750
New +$3.24M 0.28% 61

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aspiriant LLC's BSV Position: Q1 2026 in Review

Aspiriant LLC reduced its Vanguard Short-Term Bond ETF (BSV) stake by 26% in Q1 2026, selling an estimated $100K and leaving 3,701 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #283.

Aspiriant LLC first reported a position in BSV in Q1 2017 and has held it in 37 quarters since. The position peaked at $4.62M in Q2 2017. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Aspiriant LLC held 3,701 shares of Vanguard Short-Term Bond ETF worth $290K as of Q1 2026.
  • Aspiriant LLC sold 1,273 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $100K.
  • Vanguard Short-Term Bond ETF made up 0.01% of Aspiriant LLC's portfolio in Q1 2026, its #283 holding.
  • Aspiriant LLC first reported a position in Vanguard Short-Term Bond ETF in Q1 2017 and has held it in 37 quarters since.
  • Aspiriant LLC's Vanguard Short-Term Bond ETF position peaked at $4.62M in Q2 2017.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.