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 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 $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

Cheviot Value Management's BSV Position: Q1 2026 in Review

Cheviot Value Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.74% in Q1 2026, selling an estimated $15.1K and leaving 25,902 shares worth $2.03M. The position accounts for 0.2% of the portfolio, ranked #47.

Cheviot Value Management first reported a position in BSV in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.3M in Q1 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Cheviot Value Management held 25,902 shares of Vanguard Short-Term Bond ETF worth $2.03M as of Q1 2026.
Cheviot Value Management sold 192 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $15.1K.
Vanguard Short-Term Bond ETF made up 0.2% of Cheviot Value Management's portfolio in Q1 2026, its #47 holding.
Cheviot Value Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2025 and has held it in 5 quarters since.
Cheviot Value Management's Vanguard Short-Term Bond ETF position peaked at $2.3M in Q1 2025.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.