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Capital Insight Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Capital Insight Partners’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
-6,974
Closed -$550K – 18
2025
Q4 		$550K Sell
6,974
-2,863
-29% -$226K 0.12% 99
2025
Q3 		$776K Sell
9,837
-1,731
-15% -$136K 0.13% 107
2025
Q2 		$910K Sell
11,568
-520
-4% -$40.7K 0.16% 97
2025
Q1 		$946K Sell
12,088
-537
-4% -$41.7K 0.17% 94
2024
Q4 		$976K Sell
12,625
-665
-5% -$51.6K 0.17% 95
2024
Q3 		$1.05M Sell
13,290
-1,933
-13% -$151K 0.18% 95
2024
Q2 		$1.17M Sell
15,223
-1,493
-9% -$114K 0.22% 86
2024
Q1 		$1.28M Sell
16,716
-1,247
-7% -$95.7K 0.24% 83
2023
Q4 		$1.38M Sell
17,963
-6,647
-27% -$503K 0.28% 78
2023
Q3 		$1.85M Sell
24,610
-392
-2% -$29.6K 0.42% 71
2023
Q2 		$1.89M Sell
25,002
-120,719
-83% -$9.2M 0.42% 71
2023
Q1 		$11.1M Sell
145,721
-1,455
-1% -$110K 2.62% 6
2022
Q4 		$11.1M Buy
147,176
+11,829
+9% +$887K 2.87% 7
2022
Q3 		$10.1M Sell
135,347
-8,220
-6% -$628K 2.73% 6
2022
Q2 		$11M Buy
143,567
+88,427
+160% +$6.81M 2.57% 6
2022
Q1 		$4.29M Sell
55,140
-13,195
-19% -$1.05M 0.88% 32
2021
Q4 		$5.52M Sell
68,335
-18,262
-21% -$1.49M 1.12% 20
2021
Q3 		$7.1M Sell
86,597
-10,697
-11% -$879K 1.54% 11
2021
Q2 		$7.99M Buy
97,294
+6,404
+7% +$527K 1.81% 10
2021
Q1 		$7.47M Sell
90,890
-28,064
-24% -$2.32M 1.82% 10
2020
Q4 		$9.86M Buy
118,954
+39,228
+49% +$3.25M 2.48% 5
2020
Q3 		$6.62M Buy
79,726
+57,163
+253% +$4.75M 1.86% 9
2020
Q2 		$1.88M Buy
+22,563
New +$1.87M 0.59% 60

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Insight Partners's BSV Position: Q1 2026 in Review

Capital Insight Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 6,974 shares — an estimated $550K sold.

Capital Insight Partners first reported a position in BSV in Q2 2020 and held it in 23 quarters. The position peaked at $11.1M in Q1 2023. 1,334 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Capital Insight Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 6,974 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $550K.
  • Capital Insight Partners first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and held it in 23 quarters.
  • Capital Insight Partners's Vanguard Short-Term Bond ETF position peaked at $11.1M in Q1 2023.
  • 1,334 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.