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

Chesapeake 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 Q2	$12K	Hold	154	–	–	0.01%	228
2026 Q1	$12.1K	Hold	154	–	–	0.01%	226
2025 Q4	$12.1K	Buy	154 +18	+13%	+$1.42K	0.01%	238
2025 Q3	$10.7K	Hold	136	–	–	0.01%	223
2025 Q2	$10.7K	Hold	136	–	–	0.01%	211
2025 Q1	$10.6K	Hold	136	–	–	0.01%	202
2024 Q4	$10.5K	Buy	136 +8	+6%	+$621	0.01%	212
2024 Q3	$10.1K	Hold	128	–	–	0.01%	215
2024 Q2	$9.82K	Hold	128	–	–	0.01%	209
2024 Q1	$9.81K	Sell	128 -2	-2%	-$153	0.01%	208
2023 Q4	$10K	Hold	130	–	–	0.01%	239
2023 Q3	$9.77K	Sell	130 -26	-17%	-$1.96K	0.01%	253
2023 Q2	$11.8K	Hold	156	–	–	0.01%	242
2023 Q1	$11.9K	Buy	+156	New	+$11.8K	0.01%	232

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

Chesapeake Asset Management's BSV Position: Q2 2026 in Review

Chesapeake Asset Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 154 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #228.

Chesapeake Asset Management first reported a position in BSV in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.1K in Q4 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Chesapeake Asset Management held 154 shares of Vanguard Short-Term Bond ETF worth $12K as of Q2 2026.
Chesapeake Asset Management left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.01% of Chesapeake Asset Management's portfolio in Q2 2026, its #228 holding.
Chesapeake Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and has held it in 14 quarters since.
Chesapeake Asset Management's Vanguard Short-Term Bond ETF position peaked at $12.1K in Q4 2025.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Chesapeake Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.