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

Boston 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	$4.66M	Sell	59,390 -3,551	-6%	-$280K	0.31%	77
2025 Q4	$4.96M	Buy	62,941 +2,453	+4%	+$194K	0.31%	74
2025 Q3	$4.77M	Sell	60,488 -3,285	-5%	-$258K	0.3%	77
2025 Q2	$5.02M	Sell	63,773 -6,895	-10%	-$539K	0.33%	71
2025 Q1	$5.53M	Sell	70,668 -3,828	-5%	-$297K	0.39%	64
2024 Q4	$5.76M	Sell	74,496 -1,947	-3%	-$151K	0.4%	60
2024 Q3	$6.01M	Sell	76,443 -444	-0.6%	-$34.6K	0.41%	64
2024 Q2	$5.9M	Sell	76,887 -16,630	-18%	-$1.27M	0.42%	63
2024 Q1	$7.17M	Sell	93,517 -8,717	-9%	-$669K	0.52%	60
2023 Q4	$7.87M	Sell	102,234 -12,143	-11%	-$919K	0.59%	55
2023 Q3	$8.6M	Sell	114,377 -3,319	-3%	-$250K	0.7%	42
2023 Q2	$9.05M	Buy	117,696 +1,120	+1%	+$85.4K	0.69%	46
2023 Q1	$8.92M	Sell	116,576 -1,712	-1%	-$130K	0.71%	45
2022 Q4	$8.9M	Sell	118,288 -78,949	-40%	-$5.92M	0.74%	44
2022 Q3	$14.8M	Buy	197,237 +31,027	+19%	+$2.37M	1.31%	26
2022 Q2	$12.8M	Sell	166,210 -92,347	-36%	-$7.11M	1.07%	33
2022 Q1	$20.1M	Buy	258,557 +225	+0.1%	+$17.9K	1.43%	21
2021 Q4	$20.9M	Sell	258,332 -3,924	-1%	-$319K	1.36%	21
2021 Q3	$21.5M	Buy	262,256 +2,244	+0.9%	+$184K	1.56%	18
2021 Q2	$21.4M	Sell	260,012 -39,757	-13%	-$3.27M	1.52%	17
2021 Q1	$23.7M	Buy	299,769 +46,036	+18%	+$3.8M	1.78%	13
2020 Q4	$21M	Buy	+253,733	New	+$21M	1.62%	15

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

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

Boston Family Office reduced its Vanguard Short-Term Bond ETF (BSV) stake by 5.6% in Q1 2026, selling an estimated $280K and leaving 59,390 shares worth $4.66M. The position accounts for 0.31% of the portfolio, ranked #77.

Boston Family Office first reported a position in BSV in Q4 2020 and has held it in 22 quarters since. The position peaked at $23.7M in Q1 2021. 1,334 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Boston Family Office held 59,390 shares of Vanguard Short-Term Bond ETF worth $4.66M as of Q1 2026.
Boston Family Office sold 3,551 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $280K.
Vanguard Short-Term Bond ETF made up 0.31% of Boston Family Office's portfolio in Q1 2026, its #77 holding.
Boston Family Office first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 22 quarters since.
Boston Family Office's Vanguard Short-Term Bond ETF position peaked at $23.7M in Q1 2021.
1,334 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

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