Cacti Asset Management
BSV icon

Cacti Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Cacti Asset 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
Q3 		$1.21M Sell
15,803
-94,490
-86% -$7.31M 0.06% 53
2026
Q2 		$8.59M Buy
110,293
+32,958
+43% +$2.57M 0.43% 29
2026
Q1 		$6.06M Buy
77,335
+35,941
+87% +$2.83M 0.37% 30
2025
Q4 		$3.26M Buy
+41,394
New +$3.27M 0.2% 35

Other funds holding BSV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
RW Investment Management
RW Investment Management Eagle, Idaho $1.13B AUM
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cacti Asset Management's BSV Position: Q3 2026 in Review

Cacti Asset Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 86% in Q3 2026, selling an estimated $7.31M and leaving 15,803 shares worth $1.21M. The position accounts for 0.06% of the portfolio, ranked #53.

Cacti Asset Management first reported a position in BSV in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.59M in Q2 2026. 698 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Cacti Asset Management held 15,803 shares of Vanguard Short-Term Bond ETF worth $1.21M as of Q3 2026.
  • Cacti Asset Management sold 94,490 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $7.31M.
  • Vanguard Short-Term Bond ETF made up 0.06% of Cacti Asset Management's portfolio in Q3 2026, its #53 holding.
  • Cacti Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Cacti Asset Management's Vanguard Short-Term Bond ETF position peaked at $8.59M in Q2 2026.
  • 698 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Cacti Asset Management's 13F filing for Q3 2026, filed 1 Oct 2026.