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Bath Savings Trust’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bath Savings Trust’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
Q3 		$6.63M Sell
86,774
-2,485
-3% -$192K 0.69% 37
2026
Q2 		$6.95M Sell
89,259
-4,123
-4% -$322K 0.72% 38
2026
Q1 		$7.32M Buy
93,382
+10,478
+13% +$825K 0.78% 35
2025
Q4 		$6.53M Buy
82,904
+13,841
+20% +$1.09M 0.65% 37
2025
Q3 		$5.45M Sell
69,063
-1,093
-2% -$85.9K 0.54% 48
2025
Q2 		$5.52M Buy
70,156
+1,482
+2% +$116K 0.56% 44
2025
Q1 		$5.38M Buy
68,674
+3,606
+6% +$280K 0.56% 46
2024
Q4 		$5.03M Buy
65,068
+10,017
+18% +$777K 0.51% 47
2024
Q3 		$4.33M Buy
55,051
+9,367
+21% +$730K 0.43% 52
2024
Q2 		$3.5M Buy
45,684
+4,245
+10% +$324K 0.37% 60
2024
Q1 		$3.18M Buy
41,439
+5,898
+17% +$452K 0.34% 61
2023
Q4 		$2.74M Sell
35,541
-2,560
-7% -$194K 0.31% 66
2023
Q3 		$2.86M Buy
38,101
+1,799
+5% +$136K 0.35% 59
2023
Q2 		$2.74M Sell
36,302
-832
-2% -$63.4K 0.32% 63
2023
Q1 		$2.84M Buy
37,134
+858
+2% +$65K 0.35% 62
2022
Q4 		$2.73M Sell
36,276
-1,275
-3% -$95.7K 0.35% 59
2022
Q3 		$2.81M Sell
37,551
-2,690
-7% -$206K 0.39% 58
2022
Q2 		$3.09M Sell
40,241
-180
-0.4% -$13.9K 0.41% 58
2022
Q1 		$3.15M Buy
40,421
+2,675
+7% +$212K 0.36% 62
2021
Q4 		$3.05M Buy
37,746
+3,915
+12% +$318K 0.32% 63
2021
Q3 		$2.77M Buy
33,831
+24,980
+282% +$2.05M 0.32% 62
2021
Q2 		$727K Buy
8,851
+5,290
+149% +$435K 0.09% 100
2021
Q1 		$293K Buy
3,561
+600
+20% +$49.5K 0.04% 138
2020
Q4 		$245K Buy
+2,961
New +$245K 0.03% 142

Other funds holding BSV

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return

Bath Savings Trust's BSV Position: Q3 2026 in Review

Bath Savings Trust reduced its Vanguard Short-Term Bond ETF (BSV) stake by 2.8% in Q3 2026, selling an estimated $192K and leaving 86,774 shares worth $6.63M. The position accounts for 0.69% of the portfolio, ranked #37.

Bath Savings Trust first reported a position in BSV in Q4 2020 and has held it in 24 quarters since. The position peaked at $7.32M in Q1 2026. 71 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Bath Savings Trust held 86,774 shares of Vanguard Short-Term Bond ETF worth $6.63M as of Q3 2026.
  • Bath Savings Trust sold 2,485 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $192K.
  • Vanguard Short-Term Bond ETF made up 0.69% of Bath Savings Trust's portfolio in Q3 2026, its #37 holding.
  • Bath Savings Trust first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • Bath Savings Trust's Vanguard Short-Term Bond ETF position peaked at $7.32M in Q1 2026.
  • 71 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Bath Savings Trust's 13F filing for Q3 2026, filed 7 Oct 2026.