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 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 $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

Bryn Mawr Capital Management's BSV Position: Q1 2026 in Review

Bryn Mawr Capital Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.9% in Q1 2026, buying an estimated $92.8K and bringing the position to 41,406 shares worth $3.25M. The position accounts for 0.16% of the portfolio, ranked #119.

Bryn Mawr Capital Management first reported a position in BSV in Q2 2022 and has held it in 14 quarters since. The position peaked at $4.37M in Q4 2023. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Bryn Mawr Capital Management held 41,406 shares of Vanguard Short-Term Bond ETF worth $3.25M as of Q1 2026.
Bryn Mawr Capital Management bought 1,178 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $92.8K.
Vanguard Short-Term Bond ETF made up 0.16% of Bryn Mawr Capital Management's portfolio in Q1 2026, its #119 holding.
Bryn Mawr Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 14 quarters since.
Bryn Mawr Capital Management's Vanguard Short-Term Bond ETF position peaked at $4.37M in Q4 2023.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q1 2026, filed 4 May 2026.