Brown Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Brown Advisory’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	$6.49M	Sell	82,737 -27,583	-25%	-$2.17M	0.01%	481
2025 Q4	$8.69M	Buy	110,320 +649	+0.6%	+$51.2K	0.01%	440
2025 Q3	$8.65M	Sell	109,671 -2,603	-2%	-$205K	0.01%	440
2025 Q2	$8.84M	Sell	112,274 -1,397	-1%	-$109K	0.01%	428
2025 Q1	$8.9M	Buy	113,671 +12,911	+13%	+$1M	0.01%	414
2024 Q4	$7.79M	Buy	100,760 +17,543	+21%	+$1.36M	0.01%	459
2024 Q3	$6.55M	Buy	83,217 +18,643	+29%	+$1.45M	0.01%	472
2024 Q2	$4.95M	Buy	64,574 +244	+0.4%	+$18.6K	0.01%	498
2024 Q1	$4.93M	Buy	64,330 +122	+0.2%	+$9.36K	0.01%	493
2023 Q4	$4.95M	Sell	64,208 -508	-0.8%	-$38.5K	0.01%	487
2023 Q3	$4.86M	Buy	64,716 +2,292	+4%	+$173K	0.01%	479
2023 Q2	$4.72M	Buy	62,424 +325	+0.5%	+$24.8K	0.01%	484
2023 Q1	$4.75M	Sell	62,099 -6,000	-9%	-$455K	0.01%	486
2022 Q4	$5.13M	Buy	68,099 +59,492	+691%	+$4.46M	0.01%	474
2022 Q3	$644K	Buy	8,607 +2,160	+34%	+$165K	﹤0.01%	796
2022 Q2	$495K	Buy	+6,447	New	+$497K	﹤0.01%	849

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

Brown Advisory's BSV Position: Q1 2026 in Review

Brown Advisory reduced its Vanguard Short-Term Bond ETF (BSV) stake by 25% in Q1 2026, selling an estimated $2.17M and leaving 82,737 shares worth $6.49M. The position accounts for 0.01% of the portfolio, ranked #481.

Brown Advisory first reported a position in BSV in Q2 2022 and has held it in 16 quarters since. The position peaked at $8.9M in Q1 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Brown Advisory held 82,737 shares of Vanguard Short-Term Bond ETF worth $6.49M as of Q1 2026.
Brown Advisory sold 27,583 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $2.17M.
Vanguard Short-Term Bond ETF made up 0.01% of Brown Advisory's portfolio in Q1 2026, its #481 holding.
Brown Advisory first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 16 quarters since.
Brown Advisory's Vanguard Short-Term Bond ETF position peaked at $8.9M in Q1 2025.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.