Caldwell Trust
BSV icon

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

Caldwell Trust’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 		$4.51M Buy
59,016
+7,971
+16% +$616K 0.36% 60
2026
Q2 		$3.98M Buy
51,045
+7,132
+16% +$557K 0.32% 70
2026
Q1 		$3.44M Buy
43,913
+6,994
+19% +$551K 0.31% 72
2025
Q4 		$2.91M Buy
36,919
+11,305
+44% +$892K 0.26% 81
2025
Q3 		$2.02M Buy
25,614
+1,036
+4% +$81.5K 0.19% 105
2025
Q2 		$1.93M Sell
24,578
-876
-3% -$68.5K 0.19% 104
2025
Q1 		$1.99M Buy
25,454
+1,218
+5% +$94.5K 0.21% 100
2024
Q4 		$1.87M Buy
24,236
+1,205
+5% +$93.5K 0.2% 105
2024
Q3 		$1.81M Buy
23,031
+1,881
+9% +$147K 0.19% 108
2024
Q2 		$1.62M Buy
21,150
+1,001
+5% +$76.4K 0.18% 110
2024
Q1 		$1.54M Buy
20,149
+4,458
+28% +$342K 0.18% 112
2023
Q4 		$1.21M Buy
15,691
+2,565
+20% +$194K 0.15% 122
2023
Q3 		$987K Buy
13,126
+4,594
+54% +$346K 0.13% 130
2023
Q2 		$645K Buy
8,532
+8,097
+1,861% +$617K 0.08% 178
2023
Q1 		$33.3K Sell
435
-2,000
-82% -$152K ﹤0.01% 491
2022
Q4 		$183K Hold
2,435
– – 0.03% 290
2022
Q3 		$182K Sell
2,435
-24
-1% -$1.83K 0.03% 280
2022
Q2 		$189K Sell
2,459
-200
-8% -$15.4K 0.03% 282
2022
Q1 		$207K Buy
2,659
+200
+8% +$15.9K 0.02% 284
2021
Q4 		$199K Buy
2,459
+24
+1% +$1.95K 0.02% 286
2021
Q3 		$200K Sell
2,435
-199
-8% -$16.4K 0.03% 277
2021
Q2 		$216K Hold
2,634
– – 0.03% 269
2021
Q1 		$216K Buy
2,634
+435
+20% +$35.9K 0.03% 260
2020
Q4 		$182K Hold
2,199
– – 0.03% 265
2020
Q3 		$183K Sell
2,199
-398
-15% -$33.1K 0.03% 250
2020
Q2 		$216K Sell
2,597
-1
-0% -$83 0.04% 234
2020
Q1 		$214K Hold
2,598
– – 0.04% 224
2019
Q4 		$209K Buy
+2,598
New +$210K 0.03% 259

Other funds holding BSV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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

Caldwell Trust's BSV Position: Q3 2026 in Review

Caldwell Trust increased its Vanguard Short-Term Bond ETF (BSV) stake by 16% in Q3 2026, buying an estimated $616K and bringing the position to 59,016 shares worth $4.51M. The position accounts for 0.36% of the portfolio, ranked #60.

Caldwell Trust first reported a position in BSV in Q4 2019 and has held it in 28 quarters since. 834 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Caldwell Trust held 59,016 shares of Vanguard Short-Term Bond ETF worth $4.51M as of Q3 2026.
  • Caldwell Trust bought 7,971 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $616K.
  • Vanguard Short-Term Bond ETF made up 0.36% of Caldwell Trust's portfolio in Q3 2026, its #60 holding.
  • Caldwell Trust first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • 834 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.