Bartlett & Co Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $21.2M | Sell |
272,376
-15,783
| -5% | -$1.23M | 0.27% | 72 |
|
|
2026
Q1 | $22.5M | Sell |
288,159
-8,811
| -3% | -$694K | 0.29% | 66 |
|
|
2025
Q4 | $23.4M | Sell |
296,970
-11,898
| -4% | -$939K | 0.31% | 66 |
|
|
2025
Q3 | $24.4M | Buy |
308,868
+45,210
| +17% | +$3.55M | 0.32% | 68 |
|
|
2025
Q2 | $20.7M | Buy |
263,658
+4,751
| +2% | +$371K | 0.29% | 71 |
|
|
2025
Q1 | $20.3M | Buy |
258,907
+9,382
| +4% | +$728K | 0.3% | 70 |
|
|
2024
Q4 | $19.3M | Sell |
249,525
-14,523
| -6% | -$1.13M | 0.28% | 70 |
|
|
2024
Q3 | $20.8M | Buy |
264,048
+5,570
| +2% | +$434K | 0.3% | 71 |
|
|
2024
Q2 | $19.8M | Sell |
258,478
-5,805
| -2% | -$443K | 0.3% | 70 |
|
|
2024
Q1 | $20.3M | Buy |
264,283
+1,660
| +0.6% | +$127K | 0.31% | 67 |
|
|
2023
Q4 | $20.2M | Sell |
262,623
-2,160
| -0.8% | -$164K | 0.33% | 65 |
|
|
2023
Q3 | $19.9M | Buy |
264,783
+597
| +0.2% | +$45K | 0.36% | 64 |
|
|
2023
Q2 | $20M | Sell |
264,186
-7,433
| -3% | -$566K | 0.35% | 68 |
|
|
2023
Q1 | $20.8M | Sell |
271,619
-88
| -0% | -$6.67K | 0.4% | 63 |
|
|
2022
Q4 | $20.5M | Sell |
271,707
-78,077
| -22% | -$5.86M | 0.41% | 62 |
|
|
2022
Q3 | $26.2M | Sell |
349,784
-28,725
| -8% | -$2.19M | 0.56% | 51 |
|
|
2022
Q2 | $29.1M | Sell |
378,509
-6,532
| -2% | -$503K | 0.59% | 54 |
|
|
2022
Q1 | $30M | Sell |
385,041
-11,244
| -3% | -$893K | 0.52% | 56 |
|
|
2021
Q4 | $32M | Sell |
396,285
-37
| -0% | -$3.01K | 0.54% | 58 |
|
|
2021
Q3 | $32.5M | Buy |
396,322
+14,171
| +4% | +$1.16M | 0.62% | 54 |
|
|
2021
Q2 | $31.4M | Buy |
382,151
+7,975
| +2% | +$656K | 0.6% | 54 |
|
|
2021
Q1 | $30.8M | Buy |
374,176
+94,272
| +34% | +$7.78M | 0.62% | 57 |
|
|
2020
Q4 | $23.2M | Buy |
279,904
+131,759
| +89% | +$10.9M | 0.49% | 59 |
|
|
2020
Q3 | $12.3M | Buy |
148,145
+65,502
| +79% | +$5.44M | 0.29% | 73 |
|
|
2020
Q2 | $6.87M | Buy |
82,643
+17,905
| +28% | +$1.48M | 0.18% | 104 |
|
|
2020
Q1 | $5.32M | Buy |
64,738
+62,838
| +3,307% | +$5.1M | 0.16% | 109 |
|
|
2019
Q4 | $153K | Hold |
1,900
| – | – | ﹤0.01% | 360 |
|
|
2019
Q3 | $154K | Hold |
1,900
| – | – | ﹤0.01% | 354 |
|
|
2019
Q2 | $153K | Sell |
1,900
-502
| -21% | -$40K | 0.01% | 278 |
|
|
2019
Q1 | $191K | Buy |
2,402
+502
| +26% | +$39.6K | 0.01% | 256 |
|
|
2018
Q4 | $149K | Sell |
1,900
-753
| -28% | -$58.7K | 0.01% | 274 |
|
|
2018
Q3 | $207K | Buy |
2,653
+753
| +40% | +$58.8K | 0.01% | 256 |
|
|
2018
Q2 | $149K | Buy |
1,900
+1,200
| +171% | +$93.8K | 0.01% | 283 |
|
|
2018
Q1 | $54.9K | Buy |
+700
| New | +$55K | ﹤0.01% | 415 |
|
Other funds holding BSV
AF
Bartlett & Co Wealth Management's BSV Position: Q2 2026 in Review
Bartlett & Co Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 5.5% in Q2 2026, selling an estimated $1.23M and leaving 272,376 shares worth $21.2M. The position accounts for 0.27% of the portfolio, ranked #72.
Bartlett & Co Wealth Management first reported a position in BSV in Q1 2018 and has held it in 34 quarters since. The position peaked at $32.5M in Q3 2021. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.
- Bartlett & Co Wealth Management held 272,376 shares of Vanguard Short-Term Bond ETF worth $21.2M as of Q2 2026.
- Bartlett & Co Wealth Management sold 15,783 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.23M.
- Vanguard Short-Term Bond ETF made up 0.27% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #72 holding.
- Bartlett & Co Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2018 and has held it in 34 quarters since.
- Bartlett & Co Wealth Management's Vanguard Short-Term Bond ETF position peaked at $32.5M in Q3 2021.
- 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.