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Camelot Portfolios’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Camelot Portfolios’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 		– Sell
-31
Closed -$2.44K – 244
2025
Q4 		$2.44K Buy
+31
New +$2.45K ﹤0.01% 520
2021
Q4 		– Sell
-5,960
Closed -$488K – 259
2021
Q3 		$488K Sell
5,960
-134
-2% -$11K 0.25% 115
2021
Q2 		$501K Buy
+6,094
New +$501K 0.2% 137
2020
Q4 		– Sell
-12,473
Closed -$1.04M – 213
2020
Q3 		$1.04M Sell
12,473
-23,193
-65% -$1.93M 0.65% 47
2020
Q2 		$2.96M Sell
35,666
-115,429
-76% -$9.55M 1.91% 12
2020
Q1 		$12.4M Buy
151,095
+70,021
+86% +$5.69M 6.91% 1
2019
Q4 		$6.54M Buy
81,074
+2,413
+3% +$195K 2.75% 6
2019
Q3 		$6.36M Buy
+78,661
New +$6.34M 3% 5
2019
Q2 		– Sell
-3,003
Closed -$239K – 240
2019
Q1 		$239K Buy
+3,003
New +$237K 0.1% 207
2016
Q3 		– Sell
-7,190
Closed -$583K – 169
2016
Q2 		$583K Sell
7,190
-360
-5% -$29K 0.34% 76
2016
Q1 		$609K Hold
7,550
– – 0.37% 66
2015
Q4 		$601K Sell
7,550
-3,000
-28% -$240K 0.38% 72
2015
Q3 		$848K Hold
10,550
– – 0.57% 50
2015
Q2 		$846K Sell
10,550
-750
-7% -$60.2K 0.49% 60
2015
Q1 		$910K Sell
11,300
-1,206
-10% -$96.8K 0.53% 50
2014
Q4 		$1M Buy
12,506
+300
+2% +$24.1K 0.58% 53
2014
Q3 		$977K Sell
12,206
-8,360
-41% -$670K 0.57% 47
2014
Q2 		$1.65M Sell
20,566
-2,028
-9% -$163K 1.06% 24
2014
Q1 		$1.81M Sell
22,594
-1,050
-4% -$84.2K 1.22% 21
2013
Q4 		$1.89M Sell
23,644
-15,342
-39% -$1.23M 1.22% 19
2013
Q3 		$3.13M Sell
38,986
-5,590
-13% -$448K 2.3% 11
2013
Q2 		$3.57M Buy
+44,576
New +$3.6M 2.71% 6

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Camelot Portfolios's BSV Position: Q1 2026 in Review

Camelot Portfolios sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 31 shares — an estimated $2.44K sold.

Camelot Portfolios first reported a position in BSV in Q2 2013 and held it in 22 quarters. The position peaked at $12.4M in Q1 2020. 1,338 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Camelot Portfolios reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 31 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $2.44K.
  • Camelot Portfolios first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 22 quarters.
  • Camelot Portfolios's Vanguard Short-Term Bond ETF position peaked at $12.4M in Q1 2020.
  • 1,338 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.