CPIG
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Chicago Partners Investment Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Chicago Partners Investment Group’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 		$2.24M Buy
28,903
+3,443
+14% +$269K 0.04% 325
2026
Q1 		$2M Buy
25,460
+2,553
+11% +$201K 0.04% 326
2025
Q4 		$1.8M Sell
22,907
-3
-0% -$237 0.04% 314
2025
Q3 		$1.81M Buy
22,910
+1,395
+6% +$110K 0.05% 299
2025
Q2 		$1.69M Sell
21,515
-437
-2% -$34.2K 0.05% 288
2025
Q1 		$1.72M Sell
21,952
-1,131
-5% -$87.8K 0.06% 262
2024
Q4 		$1.78M Buy
23,083
+551
+2% +$42.8K 0.06% 242
2024
Q3 		$1.75M Buy
22,532
+1,619
+8% +$126K 0.06% 238
2024
Q2 		$1.62M Sell
20,913
-817
-4% -$62.3K 0.06% 242
2024
Q1 		$1.65M Sell
21,730
-3,828
-15% -$294K 0.07% 227
2023
Q4 		$1.96M Sell
25,558
-1,675
-6% -$127K 0.09% 196
2023
Q3 		$2.04M Sell
27,233
-43
-0.2% -$3.24K 0.11% 178
2023
Q2 		$2.06M Sell
27,276
-1,233
-4% -$94K 0.11% 180
2023
Q1 		$2.18M Buy
28,509
+2,730
+11% +$207K 0.13% 160
2022
Q4 		$1.95M Buy
25,779
+2,624
+11% +$197K 0.12% 171
2022
Q3 		$1.72M Buy
23,155
+3,895
+20% +$298K 0.12% 154
2022
Q2 		$1.49M Buy
19,260
+147
+0.8% +$11.3K 0.11% 172
2022
Q1 		$1.47M Sell
19,113
-361
-2% -$28.7K 0.11% 160
2021
Q4 		$1.54M Sell
19,474
-3,368
-15% -$274K 0.11% 166
2021
Q3 		$1.85M Buy
22,842
+6
+0% +$493 0.13% 149
2021
Q2 		$1.88M Sell
22,836
-14,501
-39% -$1.19M 0.14% 138
2021
Q1 		$3.07M Buy
37,337
+17,419
+87% +$1.44M 0.25% 78
2020
Q4 		$1.65M Buy
19,918
+5,740
+40% +$476K 0.16% 121
2020
Q3 		$1.17M Buy
14,178
+997
+8% +$82.8K 0.14% 122
2020
Q2 		$1.1M Buy
13,181
+6,201
+89% +$513K 0.14% 121
2020
Q1 		$577K Sell
6,980
-122
-2% -$9.91K 0.09% 172
2019
Q4 		$573K Buy
7,102
+1,305
+23% +$105K 0.07% 202
2019
Q3 		$469K Buy
5,797
+619
+12% +$49.9K 0.07% 205
2019
Q2 		$416K Buy
5,178
+321
+7% +$25.6K 0.06% 205
2019
Q1 		$385K Hold
4,857
– – 0.06% 210
2018
Q4 		$382K Hold
4,857
– – 0.06% 229
2018
Q3 		$379K Sell
4,857
-422
-8% -$33K 0.06% 223
2018
Q2 		$413K Buy
5,279
+19
+0.4% +$1.48K 0.06% 196
2018
Q1 		$413K Hold
5,260
– – 0.07% 176
2017
Q4 		$416K Buy
5,260
+917
+21% +$72.9K 0.07% 182
2017
Q3 		$347K Buy
4,343
+1,843
+74% +$147K 0.06% 200
2017
Q2 		$200K Buy
2,500
+1,060
+74% +$84.7K 0.05% 197
2017
Q1 		$115K Hold
1,440
– – 0.03% 233
2016
Q4 		$114K Hold
1,440
– – 0.04% 217
2016
Q3 		$116K Hold
1,440
– – 0.05% 217
2016
Q2 		$117K Hold
1,440
– – 0.06% 179
2016
Q1 		$116K Hold
1,440
– – 0.06% 168
2015
Q4 		$115K Hold
1,440
– – 0.05% 216
2015
Q3 		$116K Hold
1,440
– – 0.06% 175
2015
Q2 		$115K Sell
1,440
-11
-0.8% -$883 0.05% 179
2015
Q1 		$116K Buy
1,451
+11
+0.8% +$883 0.05% 172
2014
Q4 		$115K Buy
+1,440
New +$116K 0.05% 173

Other funds holding BSV

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Chicago Partners Investment Group's BSV Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 14% in Q2 2026, buying an estimated $269K and bringing the position to 28,903 shares worth $2.24M. The position accounts for 0.04% of the portfolio, ranked #325.

Chicago Partners Investment Group first reported a position in BSV in Q4 2014 and has held it in 47 quarters since. The position peaked at $3.07M in Q1 2021. 683 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Chicago Partners Investment Group held 28,903 shares of Vanguard Short-Term Bond ETF worth $2.24M as of Q2 2026.
  • Chicago Partners Investment Group bought 3,443 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $269K.
  • Vanguard Short-Term Bond ETF made up 0.04% of Chicago Partners Investment Group's portfolio in Q2 2026, its #325 holding.
  • Chicago Partners Investment Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2014 and has held it in 47 quarters since.
  • Chicago Partners Investment Group's Vanguard Short-Term Bond ETF position peaked at $3.07M in Q1 2021.
  • 683 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.