Caitlin John’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Caitlin John’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	$52.8K	Sell	674 -370	-35%	-$29.1K	0.03%	305
2025 Q4	$82.3K	Hold	1,044	–	–	0.05%	242
2025 Q3	$82.4K	Buy	+1,044	New	+$82.1K	0.06%	209
2025 Q1	–	Sell	-1,044	Closed	-$80.7K	–	211
2024 Q4	$80.7K	Hold	1,044	–	–	0.05%	187
2024 Q3	$80.7K	Sell	1,044 -500	-32%	-$38.9K	0.05%	192
2024 Q2	$118K	Buy	1,544 +500	+48%	+$38.1K	0.09%	155
2024 Q1	$80K	Sell	1,044 -216	-17%	-$16.6K	0.06%	187
2023 Q4	$97K	Buy	+1,260	New	+$95.4K	0.08%	144

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

Caitlin John's BSV Position: Q1 2026 in Review

Caitlin John reduced its Vanguard Short-Term Bond ETF (BSV) stake by 35% in Q1 2026, selling an estimated $29.1K and leaving 674 shares worth $52.8K. The position accounts for 0.03% of the portfolio, ranked #305.

Caitlin John first reported a position in BSV in Q4 2023 and has held it in 8 quarters since. The position peaked at $118K in Q2 2024. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Caitlin John held 674 shares of Vanguard Short-Term Bond ETF worth $52.8K as of Q1 2026.
Caitlin John sold 370 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $29.1K.
Vanguard Short-Term Bond ETF made up 0.03% of Caitlin John's portfolio in Q1 2026, its #305 holding.
Caitlin John first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 8 quarters since.
Caitlin John's Vanguard Short-Term Bond ETF position peaked at $118K in Q2 2024.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.