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 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 $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Becker Capital Management's BSV Position: Q1 2026 in Review

Becker Capital Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 41% in Q1 2026, selling an estimated $1.88M and leaving 33,853 shares worth $2.65M. The position accounts for 0.08% of the portfolio, ranked #125.

Becker Capital Management first reported a position in BSV in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.55M in Q4 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Becker Capital Management held 33,853 shares of Vanguard Short-Term Bond ETF worth $2.65M as of Q1 2026.
Becker Capital Management sold 23,835 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $1.88M.
Vanguard Short-Term Bond ETF made up 0.08% of Becker Capital Management's portfolio in Q1 2026, its #125 holding.
Becker Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and has held it in 13 quarters since.
Becker Capital Management's Vanguard Short-Term Bond ETF position peaked at $4.55M in Q4 2025.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.