Bryn Mawr Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bryn Mawr Capital Management’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	$3.22M	Sell	41,370 -36	-0.1%	-$2.81K	0.14%	129
2026 Q1	$3.25M	Buy	41,406 +1,178	+3%	+$92.8K	0.16%	119
2025 Q4	$3.17M	Buy	40,228 +738	+2%	+$58.2K	0.15%	122
2025 Q3	$3.12M	Buy	39,490 +840	+2%	+$66.1K	0.15%	121
2025 Q2	$3.04M	Buy	38,650 +352	+0.9%	+$27.5K	0.17%	115
2025 Q1	$3M	Sell	38,298 -4,552	-11%	-$353K	0.18%	109
2024 Q4	$3.31M	Sell	42,850 -5,583	-12%	-$433K	0.18%	115
2024 Q3	$3.81M	Sell	48,433 -639	-1%	-$49.8K	0.21%	108
2024 Q2	$3.76M	Sell	49,072 -6,809	-12%	-$519K	0.21%	104
2024 Q1	$4.28M	Sell	55,881 -876	-2%	-$67.2K	0.24%	93
2023 Q4	$4.37M	Buy	56,757 +52,678	+1,291%	+$3.99M	0.27%	87
2023 Q3	$307K	Hold	4,079	–	–	0.02%	326
2023 Q2	$308K	Hold	4,079	–	–	0.03%	243
2023 Q1	$312K	Buy	+4,079	New	+$309K	0.03%	230
2022 Q3	–	Sell	-2,765	Closed	-$212K	–	142
2022 Q2	$212K	Buy	+2,765	New	+$213K	0.07%	141

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

Bryn Mawr Capital Management's BSV Position: Q2 2026 in Review

Bryn Mawr Capital Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.09% in Q2 2026, selling an estimated $2.81K and leaving 41,370 shares worth $3.22M. The position accounts for 0.14% of the portfolio, ranked #129.

Bryn Mawr Capital Management first reported a position in BSV in Q2 2022 and has held it in 15 quarters since. The position peaked at $4.37M in Q4 2023. 1,360 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Bryn Mawr Capital Management held 41,370 shares of Vanguard Short-Term Bond ETF worth $3.22M as of Q2 2026.
Bryn Mawr Capital Management sold 36 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $2.81K.
Vanguard Short-Term Bond ETF made up 0.14% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #129 holding.
Bryn Mawr Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 15 quarters since.
Bryn Mawr Capital Management's Vanguard Short-Term Bond ETF position peaked at $4.37M in Q4 2023.
1,360 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.