Cheviot Value Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Cheviot Value 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	$2M	Sell	25,671 -231	-0.9%	-$18K	0.2%	51
2026 Q1	$2.03M	Sell	25,902 -192	-0.7%	-$15.1K	0.2%	47
2025 Q4	$2.06M	Sell	26,094 -1,027	-4%	-$81K	0.2%	47
2025 Q3	$2.15M	Sell	27,121 -1,046	-4%	-$82.3K	0.23%	47
2025 Q2	$2.21M	Sell	28,167 -1,244	-4%	-$97.3K	0.25%	45
2025 Q1	$2.3M	Buy	+29,411	New	+$2.28M	0.28%	42

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

Cheviot Value Management's BSV Position: Q2 2026 in Review

Cheviot Value Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.89% in Q2 2026, selling an estimated $18K and leaving 25,671 shares worth $2M. The position accounts for 0.2% of the portfolio, ranked #51.

Cheviot Value Management first reported a position in BSV in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.3M in Q1 2025. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Cheviot Value Management held 25,671 shares of Vanguard Short-Term Bond ETF worth $2M as of Q2 2026.
Cheviot Value Management sold 231 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $18K.
Vanguard Short-Term Bond ETF made up 0.2% of Cheviot Value Management's portfolio in Q2 2026, its #51 holding.
Cheviot Value Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
Cheviot Value Management's Vanguard Short-Term Bond ETF position peaked at $2.3M in Q1 2025.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.