BTI
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Blue Trust Inc’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Blue Trust Inc’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 		$26.6M Buy
340,954
+43,721
+15% +$3.41M 0.28% 34
2026
Q1 		$23.3M Sell
297,233
-91,573
-24% -$7.21M 0.27% 34
2025
Q4 		$30.6M Buy
388,806
+11,533
+3% +$910K 0.35% 32
2025
Q3 		$29.8M Sell
377,273
-36,224
-9% -$2.85M 0.33% 33
2025
Q2 		$32.5M Buy
413,497
+19,561
+5% +$1.53M 0.38% 33
2025
Q1 		$30.8M Buy
393,936
+35,345
+10% +$2.74M 0.4% 34
2024
Q4 		$27.7M Buy
358,591
+22,189
+7% +$1.72M 0.35% 34
2024
Q3 		$25.8M Buy
336,402
+18,480
+6% +$1.44M 0.34% 33
2024
Q2 		$24.4M Sell
317,922
-5,345
-2% -$408K 0.33% 32
2024
Q1 		$24.8M Buy
323,267
+29,999
+10% +$2.3M 0.35% 31
2023
Q4 		$22M Sell
293,268
-8,639
-3% -$654K 0.35% 31
2023
Q3 		$22.8M Sell
301,907
-10,892
-3% -$821K 0.35% 33
2023
Q2 		$23.9M Sell
312,799
-66,781
-18% -$5.09M 0.38% 33
2023
Q1 		$28.6M Sell
379,580
-85,477
-18% -$6.48M 0.47% 29
2022
Q4 		$34.8M Sell
465,057
-67,041
-13% -$5.03M 0.62% 28
2022
Q3 		$40.9M Buy
532,098
+11,923
+2% +$911K 0.72% 26
2022
Q2 		$40.5M Buy
+520,175
New +$40.1M 0.63% 26

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Blue Trust Inc's BSV Position: Q2 2026 in Review

Blue Trust Inc increased its Vanguard Short-Term Bond ETF (BSV) stake by 15% in Q2 2026, buying an estimated $3.41M and bringing the position to 340,954 shares worth $26.6M. The position accounts for 0.28% of the portfolio, ranked #34.

Blue Trust Inc first reported a position in BSV in Q2 2022 and has held it in 17 quarters since. The position peaked at $40.9M in Q3 2022. 1,351 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Blue Trust Inc held 340,954 shares of Vanguard Short-Term Bond ETF worth $26.6M as of Q2 2026.
  • Blue Trust Inc bought 43,721 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $3.41M.
  • Vanguard Short-Term Bond ETF made up 0.28% of Blue Trust Inc's portfolio in Q2 2026, its #34 holding.
  • Blue Trust Inc first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Vanguard Short-Term Bond ETF position peaked at $40.9M in Q3 2022.
  • 1,351 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.