BCWM
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Bartlett & Co Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bartlett & Co Wealth 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 		$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

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

Bartlett & Co Wealth Management's BSV Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 3% in Q1 2026, selling an estimated $694K and leaving 288,159 shares worth $22.5M. The position accounts for 0.29% of the portfolio, ranked #66.

Bartlett & Co Wealth Management first reported a position in BSV in Q1 2018 and has held it in 33 quarters since. The position peaked at $32.5M in Q3 2021. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Bartlett & Co Wealth Management held 288,159 shares of Vanguard Short-Term Bond ETF worth $22.5M as of Q1 2026.
  • Bartlett & Co Wealth Management sold 8,811 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $694K.
  • Vanguard Short-Term Bond ETF made up 0.29% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #66 holding.
  • Bartlett & Co Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2018 and has held it in 33 quarters since.
  • Bartlett & Co Wealth Management's Vanguard Short-Term Bond ETF position peaked at $32.5M in Q3 2021.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.