Cary Street Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Cary Street 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 Q2	$2.5M	Buy	32,045 +285	+0.9%	+$22.2K	0.05%	318
2026 Q1	$2.49M	Buy	31,760 +348	+1%	+$27.4K	0.06%	293
2025 Q4	$2.48M	Buy	31,412 +3,542	+13%	+$279K	0.06%	301
2025 Q3	$2.2M	Sell	27,870 -285	-1%	-$22.4K	0.06%	307
2025 Q2	$2.22M	Buy	28,155 +1,425	+5%	+$111K	0.06%	293
2025 Q1	$2.09M	Sell	26,730 -1,617	-6%	-$126K	0.07%	279
2024 Q4	$2.19M	Buy	+28,347	New	+$2.2M	0.07%	258

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

Cary Street Partners's BSV Position: Q2 2026 in Review

Cary Street Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.9% in Q2 2026, buying an estimated $22.2K and bringing the position to 32,045 shares worth $2.5M. The position accounts for 0.05% of the portfolio, ranked #318.

Cary Street Partners first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Cary Street Partners held 32,045 shares of Vanguard Short-Term Bond ETF worth $2.5M as of Q2 2026.
Cary Street Partners bought 285 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $22.2K.
Vanguard Short-Term Bond ETF made up 0.05% of Cary Street Partners's portfolio in Q2 2026, its #318 holding.
Cary Street Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.