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Claris Financial’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Claris Financial’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 		$314K Sell
4,005
-677
-14% -$53.3K 0.17% 125
2025
Q4 		$369K Sell
4,682
-3,461
-43% -$273K 0.2% 109
2025
Q3 		$643K Buy
8,143
+3,070
+61% +$241K 0.36% 67
2025
Q2 		$399K Sell
5,073
-46
-0.9% -$3.6K 0.3% 83
2025
Q1 		$396K Hold
5,119
– – 0.26% 88
2024
Q4 		$396K Buy
+5,119
New +$397K 0.26% 88

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

Claris Financial's BSV Position: Q1 2026 in Review

Claris Financial reduced its Vanguard Short-Term Bond ETF (BSV) stake by 14% in Q1 2026, selling an estimated $53.3K and leaving 4,005 shares worth $314K. The position accounts for 0.17% of the portfolio, ranked #125.

Claris Financial first reported a position in BSV in Q4 2024 and has held it in 6 quarters since. The position peaked at $643K in Q3 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Claris Financial held 4,005 shares of Vanguard Short-Term Bond ETF worth $314K as of Q1 2026.
  • Claris Financial sold 677 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $53.3K.
  • Vanguard Short-Term Bond ETF made up 0.17% of Claris Financial's portfolio in Q1 2026, its #125 holding.
  • Claris Financial first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Claris Financial's Vanguard Short-Term Bond ETF position peaked at $643K in Q3 2025.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.