Caldwell Sutter Capital’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Caldwell Sutter 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	$9.74K	Sell	125 -142	-53%	-$11.1K	﹤0.01%	614
2026 Q1	$20.9K	Hold	267	–	–	0.01%	483
2025 Q4	$21K	Hold	267	–	–	0.01%	467
2025 Q3	$21.1K	Hold	267	–	–	0.01%	466
2025 Q2	$21K	Hold	267	–	–	0.01%	458
2025 Q1	$20.9K	Hold	267	–	–	0.01%	455
2024 Q4	$20.6K	Hold	267	–	–	0.01%	471
2024 Q3	$21K	Hold	267	–	–	0.01%	477
2024 Q2	$20.5K	Hold	267	–	–	0.01%	479
2024 Q1	$20.5K	Buy	267 +28	+12%	+$2.15K	0.01%	477
2023 Q4	$18.4K	Buy	239 +142	+146%	+$10.7K	0.01%	473
2023 Q3	$7.29K	Hold	97	–	–	﹤0.01%	561
2023 Q2	$7.33K	Buy	+97	New	+$7.39K	﹤0.01%	563

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

Caldwell Sutter Capital's BSV Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Vanguard Short-Term Bond ETF (BSV) stake by 53% in Q2 2026, selling an estimated $11.1K and leaving 125 shares worth $9.74K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Caldwell Sutter Capital first reported a position in BSV in Q2 2023 and has held it in 13 quarters since. The position peaked at $21.1K in Q3 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Caldwell Sutter Capital held 125 shares of Vanguard Short-Term Bond ETF worth $9.74K as of Q2 2026.
Caldwell Sutter Capital sold 142 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $11.1K.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #614 holding.
Caldwell Sutter Capital first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's Vanguard Short-Term Bond ETF position peaked at $21.1K in Q3 2025.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.