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Barrett & Company’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Barrett & Company’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 		$729K Sell
9,302
-1,108
-11% -$87.2K 0.25% 63
2025
Q4 		$820K Sell
10,410
-82
-0.8% -$6.47K 0.27% 58
2025
Q3 		$828K Sell
10,492
-71
-0.7% -$5.58K 0.28% 59
2025
Q2 		$831K Buy
10,563
+2
+0% +$156 0.31% 56
2025
Q1 		$827K Buy
10,561
+30
+0.3% +$2.33K 0.36% 53
2024
Q4 		$814K Sell
10,531
-852
-7% -$66.1K 0.34% 52
2024
Q3 		$896K Buy
11,383
+2
+0% +$156 0.39% 46
2024
Q2 		$873K Sell
11,381
-22
-0.2% -$1.68K 0.4% 48
2024
Q1 		$874K Buy
11,403
+33
+0.3% +$2.53K 0.41% 45
2023
Q4 		$876K Sell
11,370
-245
-2% -$18.5K 0.47% 44
2023
Q3 		$873K Sell
11,615
-5
-0% -$377 0.51% 43
2023
Q2 		$878K Sell
11,620
-44
-0.4% -$3.35K 0.51% 40
2023
Q1 		$892K Buy
11,664
+144
+1% +$10.9K 0.57% 37
2022
Q4 		$867K Hold
11,520
– – 0.57% 39
2022
Q3 		$867K Buy
+11,520
New +$880K 0.57% 39

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

Barrett & Company's BSV Position: Q1 2026 in Review

Barrett & Company reduced its Vanguard Short-Term Bond ETF (BSV) stake by 11% in Q1 2026, selling an estimated $87.2K and leaving 9,302 shares worth $729K. The position accounts for 0.25% of the portfolio, ranked #63.

Barrett & Company first reported a position in BSV in Q3 2022 and has held it in 15 quarters since. The position peaked at $896K in Q3 2024. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Barrett & Company held 9,302 shares of Vanguard Short-Term Bond ETF worth $729K as of Q1 2026.
  • Barrett & Company sold 1,108 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $87.2K.
  • Vanguard Short-Term Bond ETF made up 0.25% of Barrett & Company's portfolio in Q1 2026, its #63 holding.
  • Barrett & Company first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Barrett & Company's Vanguard Short-Term Bond ETF position peaked at $896K in Q3 2024.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.