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 Q2	$4.94M	Buy	63,387 +3,997	+7%	+$312K	0.3%	79
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 $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

Boston Family Office's BSV Position: Q2 2026 in Review

Boston Family Office increased its Vanguard Short-Term Bond ETF (BSV) stake by 6.7% in Q2 2026, buying an estimated $312K and bringing the position to 63,387 shares worth $4.94M. The position accounts for 0.3% of the portfolio, ranked #79.

Boston Family Office first reported a position in BSV in Q4 2020 and has held it in 23 quarters since. The position peaked at $23.7M in Q1 2021. 1,357 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Boston Family Office held 63,387 shares of Vanguard Short-Term Bond ETF worth $4.94M as of Q2 2026.
Boston Family Office bought 3,997 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $312K.
Vanguard Short-Term Bond ETF made up 0.3% of Boston Family Office's portfolio in Q2 2026, its #79 holding.
Boston Family Office first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
Boston Family Office's Vanguard Short-Term Bond ETF position peaked at $23.7M in Q1 2021.
1,357 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.