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Charter Oak Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Charter Oak Capital 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 		$55.3M Sell
705,781
-76,392
-10% -$6.01M 4.29% 6
2025
Q4 		$61.6M Sell
782,173
-174,952
-18% -$13.8M 4.7% 6
2025
Q3 		$75.5M Buy
957,125
+76,542
+9% +$6.02M 5.93% 6
2025
Q2 		$69.3M Buy
880,583
+48,251
+6% +$3.77M 5.85% 5
2025
Q1 		$65.2M Buy
832,332
+63,665
+8% +$4.94M 5.98% 4
2024
Q4 		$59.4M Buy
768,667
+83,148
+12% +$6.45M 5.53% 5
2024
Q3 		$53.9M Buy
685,519
+54,228
+9% +$4.22M 5.04% 5
2024
Q2 		$48.4M Buy
631,291
+113,587
+22% +$8.67M 5.05% 5
2024
Q1 		$39.7M Buy
517,704
+74,208
+17% +$5.69M 4.25% 6
2023
Q4 		$34.2M Sell
443,496
-11,753
-3% -$890K 4.06% 7
2023
Q3 		$34.2M Buy
455,249
+8,347
+2% +$629K 4.53% 6
2023
Q2 		$33.8M Buy
446,902
+22,425
+5% +$1.71M 4.4% 6
2023
Q1 		$32.5M Buy
424,477
+16,932
+4% +$1.28M 4.5% 6
2022
Q4 		$30.7M Buy
407,545
+82,727
+25% +$6.21M 4.6% 6
2022
Q3 		$24.3M Sell
324,818
-75,089
-19% -$5.74M 3.89% 6
2022
Q2 		$30.7M Sell
399,907
-115,103
-22% -$8.87M 4.19% 6
2022
Q1 		$40.1M Sell
515,010
-14,781
-3% -$1.17M 4.91% 4
2021
Q4 		$42.8M Buy
529,791
+30,833
+6% +$2.51M 4.98% 4
2021
Q3 		$40.9M Buy
498,958
+30,213
+6% +$2.48M 5.12% 4
2021
Q2 		$38.5M Buy
468,745
+65,253
+16% +$5.37M 4.94% 4
2021
Q1 		$33.2M Buy
403,492
+61,266
+18% +$5.06M 4.66% 4
2020
Q4 		$28.4M Buy
+342,226
New +$28.4M 4.31% 6

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

Charter Oak Capital Management's BSV Position: Q1 2026 in Review

Charter Oak Capital Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 9.8% in Q1 2026, selling an estimated $6.01M and leaving 705,781 shares worth $55.3M. The position accounts for 4.29% of the portfolio, ranked #6.

Charter Oak Capital Management first reported a position in BSV in Q4 2020 and has held it in 22 quarters since. The position peaked at $75.5M in Q3 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Charter Oak Capital Management held 705,781 shares of Vanguard Short-Term Bond ETF worth $55.3M as of Q1 2026.
  • Charter Oak Capital Management sold 76,392 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $6.01M.
  • Vanguard Short-Term Bond ETF made up 4.29% of Charter Oak Capital Management's portfolio in Q1 2026, its #6 holding.
  • Charter Oak Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Charter Oak Capital Management's Vanguard Short-Term Bond ETF position peaked at $75.5M in Q3 2025.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.