Brown, Lisle/Cummings’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Brown, Lisle/Cummings’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	$578K	Hold	7,369	–	–	0.14%	137
2025 Q4	$581K	Sell	7,369 -184	-2%	-$14.5K	0.14%	139
2025 Q3	$596K	Hold	7,553	–	–	0.15%	135
2025 Q2	$594K	Hold	7,553	–	–	0.16%	130
2025 Q1	$591K	Hold	7,553	–	–	0.17%	125
2024 Q4	$584K	Hold	7,553	–	–	0.17%	126
2024 Q3	$594K	Sell	7,553 -250	-3%	-$19.5K	0.18%	118
2024 Q2	$598K	Hold	7,803	–	–	0.2%	116
2024 Q1	$598K	Sell	7,803 -222	-3%	-$17K	0.2%	110
2023 Q4	$618K	Sell	8,025 -300	-4%	-$22.7K	0.23%	104
2023 Q3	$626K	Sell	8,325 -425	-5%	-$32K	0.28%	83
2023 Q2	$661K	Buy	8,750 +2,757	+46%	+$210K	0.3%	78
2023 Q1	$458K	Hold	5,993	–	–	0.23%	105
2022 Q4	$451K	Sell	5,993 -50	-0.8%	-$3.75K	0.24%	104
2022 Q3	$452K	Hold	6,043	–	–	0.26%	94
2022 Q2	$464K	Hold	6,043	–	–	0.26%	94
2022 Q1	$471K	Sell	6,043 -700	-10%	-$55.6K	0.23%	101
2021 Q4	$545K	Buy	+6,743	New	+$548K	0.27%	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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Brown, Lisle/Cummings's BSV Position: Q1 2026 in Review

Brown, Lisle/Cummings held its Vanguard Short-Term Bond ETF (BSV) position steady in Q1 2026 at 7,369 shares worth $578K. The position accounts for 0.14% of the portfolio, ranked #137.

Brown, Lisle/Cummings first reported a position in BSV in Q4 2021 and has held it in 18 quarters since. The position peaked at $661K in Q2 2023. 1,338 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Brown, Lisle/Cummings held 7,369 shares of Vanguard Short-Term Bond ETF worth $578K as of Q1 2026.
Brown, Lisle/Cummings left its Vanguard Short-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Short-Term Bond ETF made up 0.14% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #137 holding.
Brown, Lisle/Cummings first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 18 quarters since.
Brown, Lisle/Cummings's Vanguard Short-Term Bond ETF position peaked at $661K in Q2 2023.
1,338 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.