Blue Chip Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Blue Chip Partners’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	$312K	Buy	4,006 +40	+1%	+$3.12K	0.02%	152
2026 Q1	$311K	Buy	3,966 +25	+0.6%	+$1.97K	0.02%	143
2025 Q4	$311K	Buy	3,941 +701	+22%	+$55.3K	0.02%	139
2025 Q3	$256K	Buy	3,240 +31	+1%	+$2.44K	0.02%	147
2025 Q2	$253K	Buy	3,209 +31	+1%	+$2.42K	0.02%	148
2025 Q1	$249K	Buy	3,178 +19	+0.6%	+$1.48K	0.02%	144
2024 Q4	$244K	Sell	3,159 -129	-4%	-$10K	0.02%	137
2024 Q3	$259K	Buy	3,288 +28	+0.9%	+$2.18K	0.02%	124
2024 Q2	$250K	Buy	3,260 +27	+0.8%	+$2.06K	0.02%	121
2024 Q1	$248K	Sell	3,233 -176	-5%	-$13.5K	0.02%	118
2023 Q4	$263K	Buy	3,409 +223	+7%	+$16.9K	0.03%	123
2023 Q3	$239K	Buy	3,186 +20	+0.6%	+$1.51K	0.03%	128
2023 Q2	$239K	Buy	3,166 +18	+0.6%	+$1.37K	0.03%	134
2023 Q1	$241K	Sell	3,148 -1,467	-32%	-$111K	0.03%	128
2022 Q4	$347K	Buy	4,615 +13	+0.3%	+$975	0.04%	106
2022 Q3	$344K	Buy	4,602 +14	+0.3%	+$1.07K	0.05%	93
2022 Q2	$352K	Sell	4,588 -1,286	-22%	-$99.1K	0.04%	98
2022 Q1	$458K	Sell	5,874 -2,937	-33%	-$233K	0.06%	97
2021 Q4	$712K	Sell	8,811 -2,655	-23%	-$216K	0.09%	81
2021 Q3	$939K	Buy	11,466 +3,481	+44%	+$286K	0.13%	66
2021 Q2	$656K	Sell	7,985 -2,407	-23%	-$198K	0.09%	76
2021 Q1	$854K	Buy	10,392 +23	+0.2%	+$1.9K	0.13%	64
2020 Q4	$860K	Sell	10,369 -735	-7%	-$60.9K	0.13%	62
2020 Q3	$922K	Buy	+11,104	New	+$923K	0.16%	54
2018 Q3	–	Sell	-5,815	Closed	-$455K	–	136
2018 Q2	$455K	Buy	+5,815	New	+$454K	0.12%	89

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 22.96% 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

Blue Chip Partners's BSV Position: Q2 2026 in Review

Blue Chip Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 1% in Q2 2026, buying an estimated $3.12K and bringing the position to 4,006 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #152.

Blue Chip Partners first reported a position in BSV in Q2 2018 and has held it in 25 quarters since. The position peaked at $939K in Q3 2021. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Blue Chip Partners held 4,006 shares of Vanguard Short-Term Bond ETF worth $312K as of Q2 2026.
Blue Chip Partners bought 40 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $3.12K.
Vanguard Short-Term Bond ETF made up 0.02% of Blue Chip Partners's portfolio in Q2 2026, its #152 holding.
Blue Chip Partners first reported a position in Vanguard Short-Term Bond ETF in Q2 2018 and has held it in 25 quarters since.
Blue Chip Partners's Vanguard Short-Term Bond ETF position peaked at $939K in Q3 2021.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Blue Chip Partners's 13F filing for Q2 2026, filed 14 Aug 2026.