Bull Oak Capital’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bull Oak Capital’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	$6.36M	Buy	81,647 +2,280	+3%	+$178K	2.12%	11
2026 Q1	$6.22M	Buy	79,367 +10,323	+15%	+$813K	2.39%	11
2025 Q4	$5.44M	Buy	69,044 +3,439	+5%	+$271K	2.22%	11
2025 Q3	$5.18M	Buy	65,605 +2,177	+3%	+$171K	2.2%	11
2025 Q2	$4.99M	Buy	63,428 +4,976	+9%	+$389K	2.27%	11
2025 Q1	$4.58M	Buy	58,452 +4,445	+8%	+$345K	2.49%	12
2024 Q4	$4.17M	Buy	54,007 +23,300	+76%	+$1.81M	2.32%	11
2024 Q3	$2.42M	Sell	30,707 -55,440	-64%	-$4.32M	1.39%	12
2024 Q2	$6.61M	Buy	86,147 +33,656	+64%	+$2.57M	4.25%	8
2024 Q1	$4.02M	Buy	+52,491	New	+$4.03M	2.7%	11
2023 Q4	–	Sell	-29,163	Closed	-$2.21M	–	40
2023 Q3	$2.19M	Buy	+29,163	New	+$2.2M	2.4%	8
2022 Q4	–	Sell	-63,727	Closed	-$4.77M	–	16
2022 Q3	$4.77M	Sell	63,727 -51,495	-45%	-$3.93M	4.65%	7
2022 Q2	$8.85M	Buy	+115,222	New	+$8.88M	8.18%	5
2022 Q1	–	Sell	-41,337	Closed	-$3.34M	–	26
2021 Q4	$3.34M	Buy	+41,337	New	+$3.36M	3.03%	14

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

Bull Oak Capital's BSV Position: Q2 2026 in Review

Bull Oak Capital increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.9% in Q2 2026, buying an estimated $178K and bringing the position to 81,647 shares worth $6.36M. The position accounts for 2.12% of the portfolio, ranked #11.

Bull Oak Capital first reported a position in BSV in Q4 2021 and has held it in 14 quarters since. The position peaked at $8.85M in Q2 2022. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Bull Oak Capital held 81,647 shares of Vanguard Short-Term Bond ETF worth $6.36M as of Q2 2026.
Bull Oak Capital bought 2,280 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $178K.
Vanguard Short-Term Bond ETF made up 2.12% of Bull Oak Capital's portfolio in Q2 2026, its #11 holding.
Bull Oak Capital first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 14 quarters since.
Bull Oak Capital's Vanguard Short-Term Bond ETF position peaked at $8.85M in Q2 2022.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Bull Oak Capital's 13F filing for Q2 2026, filed 10 Aug 2026.