Biltmore Family Office’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Biltmore Family Office’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	$369K	Buy	4,708 +492	+12%	+$38.7K	0.05%	182
2025 Q4	$332K	Sell	4,216 -16	-0.4%	-$1.26K	0.05%	181
2025 Q3	$334K	Hold	4,232	–	–	0.05%	172
2025 Q2	$333K	Sell	4,232 -158	-4%	-$12.4K	0.06%	163
2025 Q1	$344K	Sell	4,390 -5,311	-55%	-$412K	0.06%	160
2024 Q4	$750K	Sell	9,701 -433	-4%	-$33.6K	0.13%	97
2024 Q3	$797K	Sell	10,134 -53	-0.5%	-$4.13K	0.14%	93
2024 Q2	$781K	Sell	10,187 -13,992	-58%	-$1.07M	0.14%	90
2024 Q1	$1.85M	Sell	24,179 -2,868	-11%	-$220K	0.37%	52
2023 Q4	$2.08M	Buy	27,047 +418	+2%	+$31.6K	0.43%	45
2023 Q3	$2M	Sell	26,629 -257	-1%	-$19.4K	0.45%	41
2023 Q2	$2.03M	Sell	26,886 -23,734	-47%	-$1.81M	0.43%	41
2023 Q1	$3.87M	Buy	50,620 +11,740	+30%	+$890K	0.82%	17
2022 Q4	$2.93M	Buy	+38,880	New	+$2.92M	0.6%	26

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

Biltmore Family Office's BSV Position: Q1 2026 in Review

Biltmore Family Office increased its Vanguard Short-Term Bond ETF (BSV) stake by 12% in Q1 2026, buying an estimated $38.7K and bringing the position to 4,708 shares worth $369K. The position accounts for 0.05% of the portfolio, ranked #182.

Biltmore Family Office first reported a position in BSV in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.87M in Q1 2023. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Biltmore Family Office held 4,708 shares of Vanguard Short-Term Bond ETF worth $369K as of Q1 2026.
Biltmore Family Office bought 492 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $38.7K.
Vanguard Short-Term Bond ETF made up 0.05% of Biltmore Family Office's portfolio in Q1 2026, its #182 holding.
Biltmore Family Office first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
Biltmore Family Office's Vanguard Short-Term Bond ETF position peaked at $3.87M in Q1 2023.
1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.