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Choreo LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Choreo LLC’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 		$13.6M Buy
173,400
+6,690
+4% +$527K 0.17% 96
2025
Q4 		$13.1M Sell
166,710
-1,150
-0.7% -$90.7K 0.17% 98
2025
Q3 		$13.2M Buy
167,860
+7,017
+4% +$552K 0.17% 94
2025
Q2 		$12.7M Buy
160,843
+6,071
+4% +$475K 0.18% 95
2025
Q1 		$12.1M Sell
154,772
-40,234
-21% -$3.12M 0.19% 94
2024
Q4 		$15.1M Buy
195,006
+114,845
+143% +$8.91M 0.22% 90
2024
Q3 		$6.32M Buy
80,161
+2,237
+3% +$174K 0.09% 152
2024
Q2 		$5.95M Buy
77,924
+53,247
+216% +$4.06M 0.1% 141
2024
Q1 		$1.89M Sell
24,677
-59,820
-71% -$4.59M 0.05% 187
2023
Q4 		$6.51M Buy
84,497
+74,832
+774% +$5.66M 0.18% 85
2023
Q3 		$727K Buy
+9,665
New +$729K 0.03% 227
2017
Q2 		– Sell
-3,220
Closed -$257K – 262
2017
Q1 		$257K Sell
3,220
-1,505
-32% -$120K 0.04% 218
2016
Q4 		$375K Sell
4,725
-98
-2% -$7.84K 0.06% 169
2016
Q3 		$390K Buy
4,823
+2
+0% +$162 0.07% 143
2016
Q2 		$391K Buy
4,821
+8
+0.2% +$645 0.08% 129
2016
Q1 		$388K Buy
+4,813
New +$386K 0.08% 117

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

Choreo LLC's BSV Position: Q1 2026 in Review

Choreo LLC increased its Vanguard Short-Term Bond ETF (BSV) stake by 4% in Q1 2026, buying an estimated $527K and bringing the position to 173,400 shares worth $13.6M. The position accounts for 0.17% of the portfolio, ranked #96.

Choreo LLC first reported a position in BSV in Q1 2016 and has held it in 16 quarters since. The position peaked at $15.1M in Q4 2024. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Choreo LLC held 173,400 shares of Vanguard Short-Term Bond ETF worth $13.6M as of Q1 2026.
  • Choreo LLC bought 6,690 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $527K.
  • Vanguard Short-Term Bond ETF made up 0.17% of Choreo LLC's portfolio in Q1 2026, its #96 holding.
  • Choreo LLC first reported a position in Vanguard Short-Term Bond ETF in Q1 2016 and has held it in 16 quarters since.
  • Choreo LLC's Vanguard Short-Term Bond ETF position peaked at $15.1M in Q4 2024.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.