CGPCS
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Capital Group Private Client Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Capital Group Private Client Services’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 		$2.56M Buy
32,914
+22,145
+206% +$1.73M 0.04% 142
2026
Q1 		$844K Sell
10,769
-2,464
-19% -$194K 0.01% 192
2025
Q4 		$1.04M Buy
13,233
+494
+4% +$39K 0.02% 202
2025
Q3 		$1.01M Buy
12,739
+135
+1% +$10.6K 0.02% 206
2025
Q2 		$992K Buy
12,604
+2,416
+24% +$189K 0.01% 236
2025
Q1 		$797K Buy
10,188
+6,320
+163% +$491K 0.01% 239
2024
Q4 		$299K Buy
3,868
+46
+1% +$3.57K ﹤0.01% 262
2024
Q3 		$301K Sell
3,822
-20,305
-84% -$1.58M ﹤0.01% 257
2024
Q2 		$1.85M Buy
24,127
+112
+0.5% +$8.54K 0.02% 204
2024
Q1 		$1.84M Buy
24,015
+2,041
+9% +$157K 0.02% 204
2023
Q4 		$1.69M Sell
21,974
-5,940
-21% -$450K 0.02% 206
2023
Q3 		$2.1M Buy
27,914
+54
+0.2% +$4.07K 0.03% 182
2023
Q2 		$2.11M Buy
27,860
+3,168
+13% +$241K 0.02% 178
2023
Q1 		$1.89M Sell
24,692
-14,639
-37% -$1.11M 0.02% 177
2022
Q4 		$2.96M Sell
39,331
-14,784
-27% -$1.11M 0.04% 165
2022
Q3 		$4.05M Buy
54,115
+20,118
+59% +$1.54M 0.06% 158
2022
Q2 		$2.61M Buy
33,997
+112
+0.3% +$8.63K 0.03% 174
2022
Q1 		$2.64M Buy
33,885
+23,856
+238% +$1.89M 0.03% 180
2021
Q4 		$811K Buy
10,029
+238
+2% +$19.4K 0.01% 187
2021
Q3 		$802K Buy
+9,791
New +$805K 0.01% 186

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Capital Group Private Client Services's BSV Position: Q2 2026 in Review

Capital Group Private Client Services increased its Vanguard Short-Term Bond ETF (BSV) stake by 206% in Q2 2026, buying an estimated $1.73M and bringing the position to 32,914 shares worth $2.56M. The position accounts for 0.04% of the portfolio, ranked #142.

Capital Group Private Client Services first reported a position in BSV in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.05M in Q3 2022. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Capital Group Private Client Services held 32,914 shares of Vanguard Short-Term Bond ETF worth $2.56M as of Q2 2026.
  • Capital Group Private Client Services bought 22,145 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.73M.
  • Vanguard Short-Term Bond ETF made up 0.04% of Capital Group Private Client Services's portfolio in Q2 2026, its #142 holding.
  • Capital Group Private Client Services first reported a position in Vanguard Short-Term Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Capital Group Private Client Services's Vanguard Short-Term Bond ETF position peaked at $4.05M in Q3 2022.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.