Belpointe Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Belpointe Asset 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	$269K	Buy	+3,429	New	+$270K	0.01%	903
2025 Q2	–	Sell	-3,951	Closed	-$309K	–	948
2025 Q1	$309K	Buy	3,951 +853	+28%	+$66.2K	0.02%	716
2024 Q4	$242K	Buy	3,098 +47	+2%	+$3.65K	0.01%	731
2024 Q3	$240K	Buy	3,051 +93	+3%	+$7.24K	0.01%	737
2024 Q2	$227K	Sell	2,958 -65	-2%	-$4.96K	0.02%	681
2024 Q1	$232K	Buy	3,023 +383	+15%	+$29.4K	0.02%	695
2023 Q4	$203K	Sell	2,640 -63	-2%	-$4.77K	0.02%	659
2023 Q3	$203K	Buy	+2,703	New	+$204K	0.02%	599
2023 Q2	–	Sell	-10,432	Closed	-$798K	–	952
2023 Q1	$798K	Sell	10,432 -1,807	-15%	-$137K	0.04%	400
2022 Q4	$921K	Buy	12,239 +112	+0.9%	+$8.4K	0.06%	341
2022 Q3	$907K	Sell	12,127 -32,093	-73%	-$2.45M	0.06%	323
2022 Q2	$3.4M	Buy	44,220 +4,415	+11%	+$340K	0.23%	90
2022 Q1	$3.1M	Buy	39,805 +21,370	+116%	+$1.7M	0.19%	107
2021 Q4	$1.49M	Sell	18,435 -1,284	-7%	-$104K	0.09%	219
2021 Q3	$1.62M	Buy	19,719 +1,080	+6%	+$88.8K	0.11%	190
2021 Q2	$1.53M	Sell	18,639 -1,652	-8%	-$136K	0.11%	202
2021 Q1	$1.67M	Buy	20,291 +3,645	+22%	+$301K	0.14%	155
2020 Q4	$1.38M	Buy	16,646 +1,334	+9%	+$111K	0.12%	184
2020 Q3	$1.27M	Buy	15,312 +6,331	+70%	+$526K	0.14%	159
2020 Q2	$746K	Buy	8,981 +76	+0.9%	+$6.29K	0.1%	218
2020 Q1	$732K	Buy	8,905 +324	+4%	+$26.3K	0.13%	187
2019 Q4	$691K	Buy	8,581 +6,622	+338%	+$534K	0.09%	247
2019 Q3	$158K	Sell	1,959 -149	-7%	-$12K	0.03%	535
2019 Q2	$170K	Buy	+2,108	New	+$168K	0.03%	455
2019 Q1	–	Sell	-1,606	Closed	-$126K	–	459
2018 Q4	$126K	Sell	1,606 -8,693	-84%	-$678K	0.03%	433
2018 Q3	$804K	Buy	10,299 +6,373	+162%	+$498K	0.13%	163
2018 Q2	$307K	Sell	3,926 -3,975	-50%	-$311K	0.09%	253
2018 Q1	$620K	Sell	7,901 -8,657	-52%	-$680K	0.18%	117
2017 Q4	$1.31M	Buy	16,558 +2,102	+15%	+$167K	0.29%	73
2017 Q3	$1.15M	Buy	+14,456	New	+$1.16M	0.27%	85

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

Belpointe Asset Management's BSV Position: Q1 2026 in Review

Belpointe Asset Management opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q1 2026: 3,429 shares worth $269K. The stake represents 0.01% of the portfolio and ranks #903 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in BSV as recently as Q1 2025.

Belpointe Asset Management first reported a position in BSV in Q3 2017 and has held it in 30 quarters since. The position peaked at $3.4M in Q2 2022. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Belpointe Asset Management held 3,429 shares of Vanguard Short-Term Bond ETF worth $269K as of Q1 2026.
Vanguard Short-Term Bond ETF was a new Belpointe Asset Management position in Q1 2026.
Vanguard Short-Term Bond ETF made up 0.01% of Belpointe Asset Management's portfolio in Q1 2026, its #903 holding.
Belpointe Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2017 and has held it in 30 quarters since.
Belpointe Asset Management's Vanguard Short-Term Bond ETF position peaked at $3.4M in Q2 2022.
1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.