Cerity Partners
BSV icon

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

Cerity 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 		$274M Buy
3,512,006
+110,733
+3% +$8.64M 0.33% 60
2026
Q1 		$267M Buy
3,401,273
+108,103
+3% +$8.51M 0.38% 46
2025
Q4 		$260M Buy
3,293,170
+386,833
+13% +$30.5M 0.38% 47
2025
Q3 		$229M Buy
2,906,337
+302,134
+12% +$23.8M 0.37% 45
2025
Q2 		$205M Buy
2,604,203
+70,079
+3% +$5.48M 0.37% 52
2025
Q1 		$198M Buy
2,534,124
+287,641
+13% +$22.3M 0.4% 53
2024
Q4 		$174M Buy
2,246,483
+206,677
+10% +$16M 0.38% 54
2024
Q3 		$161M Buy
2,039,806
+554,982
+37% +$43.2M 0.36% 55
2024
Q2 		$114M Buy
1,484,824
+1,061,851
+251% +$81M 0.3% 65
2024
Q1 		$32.3M Sell
422,973
-333,450
-44% -$25.6M 0.09% 213
2023
Q4 		$24M Buy
756,423
+567,874
+301% +$43M 0.08% 222
2023
Q3 		$14.2M Buy
188,549
+15,986
+9% +$1.21M 0.07% 243
2023
Q2 		$13M Sell
172,563
-34,950
-17% -$2.66M 0.05% 312
2023
Q1 		$15.9M Buy
207,513
+36,823
+22% +$2.79M 0.04% 280
2022
Q4 		$12.8M Buy
170,690
+108,641
+175% +$8.15M 0.08% 224
2022
Q3 		$4.64M Buy
62,049
+10,251
+20% +$783K 0.06% 241
2022
Q2 		$3.98M Buy
51,798
+27,716
+115% +$2.14M 0.04% 289
2022
Q1 		$1.88M Sell
24,082
-21,389
-47% -$1.7M 0.03% 343
2021
Q4 		$3.67M Buy
45,471
+24,700
+119% +$2.01M 0.06% 239
2021
Q3 		$1.7M Buy
20,771
+4,790
+30% +$394K 0.04% 287
2021
Q2 		$1.31M Buy
15,981
+538
+3% +$44.3K 0.03% 324
2021
Q1 		$1.27M Buy
15,443
+2,849
+23% +$235K 0.03% 313
2020
Q4 		$1.04M Buy
+12,594
New +$1.04M 0.03% 301

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners's BSV Position: Q2 2026 in Review

Cerity Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.3% in Q2 2026, buying an estimated $8.64M and bringing the position to 3,512,006 shares worth $274M. The position accounts for 0.33% of the portfolio, ranked #60.

Cerity Partners first reported a position in BSV in Q4 2020 and has held it in 23 quarters since. 1,270 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Cerity Partners held 3,512,006 shares of Vanguard Short-Term Bond ETF worth $274M as of Q2 2026.
  • Cerity Partners bought 110,733 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $8.64M.
  • Vanguard Short-Term Bond ETF made up 0.33% of Cerity Partners's portfolio in Q2 2026, its #60 holding.
  • Cerity Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,270 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.