Center For Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Center For Asset Management’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	$865K	Buy	11,029 +669	+6%	+$52.7K	0.43%	61
2025 Q4	$816K	Buy	10,360 +405	+4%	+$32K	0.43%	59
2025 Q3	$786K	Buy	9,955 +130	+1%	+$10.2K	0.42%	54
2025 Q2	$759K	Sell	9,825 -557	-5%	-$43.5K	0.47%	49
2025 Q1	$813K	Buy	10,382 +302	+3%	+$23.4K	0.5%	47
2024 Q4	$779K	Sell	10,080 -110	-1%	-$8.54K	0.5%	46
2024 Q3	$802K	Buy	10,190 +302	+3%	+$23.5K	0.48%	48
2024 Q2	$758K	Buy	9,888 +147	+2%	+$11.2K	0.5%	48
2024 Q1	$747K	Buy	9,741 +584	+6%	+$44.8K	0.61%	38
2023 Q4	$705K	Sell	9,157 -289	-3%	-$21.9K	0.64%	37
2023 Q3	$710K	Sell	9,446 -1,265	-12%	-$95.4K	0.71%	33
2023 Q2	$809K	Sell	10,711 -703	-6%	-$53.6K	0.76%	31
2023 Q1	$873K	Sell	11,414 -631	-5%	-$47.8K	0.85%	30
2022 Q4	$907K	Sell	12,045 -924	-7%	-$69.3K	0.84%	30
2022 Q3	$970K	Sell	12,969 -4,891	-27%	-$374K	0.96%	20
2022 Q2	$1.37M	Sell	17,860 -19,538	-52%	-$1.51M	1.27%	15
2022 Q1	$2.91M	Sell	37,398 -358	-0.9%	-$28.4K	2.25%	9
2021 Q4	$3.05M	Sell	37,756 -9,416	-20%	-$766K	2.26%	11
2021 Q3	$3.87M	Sell	47,172 -5,232	-10%	-$430K	3.25%	7
2021 Q2	$4.31M	Sell	52,404 -5,972	-10%	-$491K	3.71%	7
2021 Q1	$4.8M	Sell	58,376 -412	-0.7%	-$34K	4.6%	6
2020 Q4	$4.87M	Buy	+58,788	New	+$4.87M	4.86%	6

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Center For Asset Management's BSV Position: Q1 2026 in Review

Center For Asset Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 6.5% in Q1 2026, buying an estimated $52.7K and bringing the position to 11,029 shares worth $865K. The position accounts for 0.43% of the portfolio, ranked #61.

Center For Asset Management first reported a position in BSV in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.87M in Q4 2020. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Center For Asset Management held 11,029 shares of Vanguard Short-Term Bond ETF worth $865K as of Q1 2026.
Center For Asset Management bought 669 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $52.7K.
Vanguard Short-Term Bond ETF made up 0.43% of Center For Asset Management's portfolio in Q1 2026, its #61 holding.
Center For Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 22 quarters since.
Center For Asset Management's Vanguard Short-Term Bond ETF position peaked at $4.87M in Q4 2020.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Center For Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.