Clean Yield Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Clean Yield 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	$82.9K	Hold	1,064	–	–	0.02%	209
2026 Q1	$83.4K	Hold	1,064	–	–	0.02%	192
2025 Q4	$83.9K	Sell	1,064 -125	-11%	-$9.86K	0.02%	190
2025 Q3	$93.8K	Hold	1,189	–	–	0.03%	178
2025 Q2	$93.6K	Hold	1,189	–	–	0.03%	174
2025 Q1	$93.1K	Hold	1,189	–	–	0.03%	174
2024 Q4	$91.9K	Hold	1,189	–	–	0.03%	183
2024 Q3	$93.6K	Hold	1,189	–	–	0.03%	184
2024 Q2	$91.2K	Sell	1,189 -660	-36%	-$50.4K	0.03%	174
2024 Q1	$142K	Hold	1,849	–	–	0.06%	145
2023 Q4	$142K	Hold	1,849	–	–	0.06%	142
2023 Q3	$139K	Hold	1,849	–	–	0.06%	143
2023 Q2	$140K	Hold	1,849	–	–	0.06%	148
2023 Q1	$141K	Hold	1,849	–	–	0.06%	150
2022 Q4	$139K	Hold	1,849	–	–	0.06%	152
2022 Q3	$138K	Hold	1,849	–	–	0.06%	150
2022 Q2	$142K	Buy	+1,849	New	+$142K	0.06%	158
2021 Q4	–	Sell	-89	Closed	-$7K	–	448
2021 Q3	$7K	Hold	89	–	–	﹤0.01%	403
2021 Q2	$7K	Buy	+89	New	+$7.32K	﹤0.01%	395
2021 Q1	–	Sell	-89	Closed	-$7K	–	186
2020 Q4	$7K	Hold	89	–	–	﹤0.01%	368
2020 Q3	$7K	Hold	89	–	–	﹤0.01%	327
2020 Q2	$7K	Hold	89	–	–	﹤0.01%	307
2020 Q1	$7K	Hold	89	–	–	﹤0.01%	326
2019 Q4	$7K	Hold	89	–	–	﹤0.01%	316
2019 Q3	$7K	Hold	89	–	–	﹤0.01%	307
2019 Q2	$7K	Hold	89	–	–	﹤0.01%	304
2019 Q1	$7K	Hold	89	–	–	﹤0.01%	273
2018 Q4	$7K	Buy	+89	New	+$6.94K	﹤0.01%	268

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

Clean Yield Group's BSV Position: Q2 2026 in Review

Clean Yield Group held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 1,064 shares worth $82.9K. The position accounts for 0.02% of the portfolio, ranked #209.

Clean Yield Group first reported a position in BSV in Q4 2018 and has held it in 28 quarters since. The position peaked at $142K in Q4 2023. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Clean Yield Group held 1,064 shares of Vanguard Short-Term Bond ETF worth $82.9K as of Q2 2026.
Clean Yield Group left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.02% of Clean Yield Group's portfolio in Q2 2026, its #209 holding.
Clean Yield Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 28 quarters since.
Clean Yield Group's Vanguard Short-Term Bond ETF position peaked at $142K in Q4 2023.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.