Becker Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Becker Capital 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 Q2	$2.56M	Sell	32,849 -1,004	-3%	-$78.4K	0.07%	136
2026 Q1	$2.65M	Sell	33,853 -23,835	-41%	-$1.88M	0.08%	125
2025 Q4	$4.55M	Buy	57,688 +2,218	+4%	+$175K	0.13%	106
2025 Q3	$4.38M	Buy	55,470 +9,978	+22%	+$785K	0.13%	109
2025 Q2	$3.58M	Sell	45,492 -2,370	-5%	-$185K	0.11%	113
2025 Q1	$3.75M	Sell	47,862 -6,040	-11%	-$469K	0.12%	113
2024 Q4	$4.17M	Sell	53,902 -604	-1%	-$46.9K	0.14%	107
2024 Q3	$4.29M	Buy	54,506 +6,715	+14%	+$523K	0.14%	107
2024 Q2	$3.67M	Buy	47,791 +2,065	+5%	+$158K	0.13%	116
2024 Q1	$3.51M	Buy	45,726 +440	+1%	+$33.8K	0.12%	112
2023 Q4	$3.49M	Buy	45,286 +1,005	+2%	+$76.1K	0.13%	109
2023 Q3	$3.33M	Sell	44,281 -260	-0.6%	-$19.6K	0.13%	108
2023 Q2	$3.37M	Buy	44,541 +2,349	+6%	+$179K	0.13%	110
2023 Q1	$3.23M	Buy	+42,192	New	+$3.2M	0.13%	111

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Becker Capital Management's BSV Position: Q2 2026 in Review

Becker Capital Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 3% in Q2 2026, selling an estimated $78.4K and leaving 32,849 shares worth $2.56M. The position accounts for 0.07% of the portfolio, ranked #136.

Becker Capital Management first reported a position in BSV in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.55M in Q4 2025. 1,363 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Becker Capital Management held 32,849 shares of Vanguard Short-Term Bond ETF worth $2.56M as of Q2 2026.
Becker Capital Management sold 1,004 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $78.4K.
Vanguard Short-Term Bond ETF made up 0.07% of Becker Capital Management's portfolio in Q2 2026, its #136 holding.
Becker Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and has held it in 14 quarters since.
Becker Capital Management's Vanguard Short-Term Bond ETF position peaked at $4.55M in Q4 2025.
1,363 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.