Aureus Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Aureus Asset Management’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	$1.21M	Buy	15,468 +2,048	+15%	+$161K	0.08%	103
2025 Q4	$1.06M	Buy	13,420 +254	+2%	+$20K	0.07%	94
2025 Q3	$1.04M	Buy	13,166 +2	+0%	+$157	0.07%	87
2025 Q2	$1.04M	Sell	13,164 -1,192	-8%	-$93.2K	0.07%	90
2025 Q1	$1.12M	Buy	14,356 +2,537	+21%	+$197K	0.08%	91
2024 Q4	$913K	Buy	11,819 +232	+2%	+$18K	0.06%	95
2024 Q3	$912K	Sell	11,587 -280	-2%	-$21.8K	0.06%	93
2024 Q2	$910K	Sell	11,867 -114	-1%	-$8.7K	0.06%	93
2024 Q1	$919K	Buy	11,981 +478	+4%	+$36.7K	0.06%	91
2023 Q4	$886K	Sell	11,503 -137	-1%	-$10.4K	0.06%	91
2023 Q3	$875K	Sell	11,640 -129	-1%	-$9.72K	0.07%	94
2023 Q2	$889K	Buy	11,769 +29	+0.2%	+$2.21K	0.07%	92
2023 Q1	$898K	Buy	11,740 +5,911	+101%	+$448K	0.07%	91
2022 Q4	$439K	Buy	5,829 +1,044	+22%	+$78.3K	0.04%	128
2022 Q3	$358K	Buy	+4,785	New	+$366K	0.03%	130
2022 Q1	–	Sell	-7,965	Closed	-$644K	–	216
2021 Q4	$644K	Hold	7,965	–	–	0.04%	116
2021 Q3	$653K	Hold	7,965	–	–	0.04%	114
2021 Q2	$654K	Sell	7,965 -1,560	-16%	-$128K	0.04%	123
2021 Q1	$783K	Sell	9,525 -1,840	-16%	-$152K	0.06%	92
2020 Q4	$942K	Sell	11,365 -1,200	-10%	-$99.4K	0.08%	91
2020 Q3	$1.04M	Hold	12,565	–	–	0.1%	80
2020 Q2	$1.04M	Hold	12,565	–	–	0.11%	76
2020 Q1	$1.03M	Hold	12,565	–	–	0.14%	67
2019 Q4	$1.01M	Hold	12,565	–	–	0.11%	84
2019 Q3	$1.01M	Hold	12,565	–	–	0.13%	78
2019 Q2	$1.01M	Buy	+12,565	New	+$1M	0.12%	79

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aureus Asset Management's BSV Position: Q1 2026 in Review

Aureus Asset Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 15% in Q1 2026, buying an estimated $161K and bringing the position to 15,468 shares worth $1.21M. The position accounts for 0.08% of the portfolio, ranked #103.

Aureus Asset Management first reported a position in BSV in Q2 2019 and has held it in 26 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Aureus Asset Management held 15,468 shares of Vanguard Short-Term Bond ETF worth $1.21M as of Q1 2026.
Aureus Asset Management bought 2,048 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $161K.
Vanguard Short-Term Bond ETF made up 0.08% of Aureus Asset Management's portfolio in Q1 2026, its #103 holding.
Aureus Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2019 and has held it in 26 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Aureus Asset Management's 13F filing for Q1 2026, filed 13 May 2026.