Corient Private Wealth
BSV icon

Corient Private Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Corient Private Wealth’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 		$308M Buy
3,956,884
+341,575
+9% +$26.7M 0.43% 47
2026
Q1 		$282M Buy
3,615,309
+344,316
+11% +$27.1M 0.4% 47
2025
Q4 		$258M Buy
3,270,993
+2,413,514
+281% +$190M 0.35% 54
2025
Q3 		$67.7M Sell
857,479
-2,105,920
-71% -$166M 0.11% 183
2025
Q2 		$224M Sell
2,963,399
-340,057
-10% -$26.6M 0.3% 57
2025
Q1 		$259M Sell
3,303,456
-511,300
-13% -$39.7M 0.42% 45
2024
Q4 		$295M Sell
3,814,756
-272,932
-7% -$21.2M 0.49% 41
2024
Q3 		$313M Buy
4,087,688
+132,424
+3% +$10.3M 0.49% 38
2024
Q2 		$303M Buy
3,955,264
+273,109
+7% +$20.8M 0.53% 35
2024
Q1 		$282M Buy
3,682,155
+307,878
+9% +$23.6M 0.5% 38
2023
Q4 		$260M Buy
3,374,277
+331,382
+11% +$25.1M 0.48% 41
2023
Q3 		$229M Buy
3,042,895
+204,826
+7% +$15.4M 0.53% 37
2023
Q2 		$214M Buy
2,838,069
+177,224
+7% +$13.5M 0.49% 43
2023
Q1 		$204M Buy
2,660,845
+563,047
+27% +$42.7M 0.55% 38
2022
Q4 		$165M Buy
+2,097,798
New +$157M 0.6% 35

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Corient Private Wealth's BSV Position: Q2 2026 in Review

Corient Private Wealth increased its Vanguard Short-Term Bond ETF (BSV) stake by 9.4% in Q2 2026, buying an estimated $26.7M and bringing the position to 3,956,884 shares worth $308M. The position accounts for 0.43% of the portfolio, ranked #47.

Corient Private Wealth first reported a position in BSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $313M in Q3 2024. 1,363 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Corient Private Wealth held 3,956,884 shares of Vanguard Short-Term Bond ETF worth $308M as of Q2 2026.
  • Corient Private Wealth bought 341,575 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $26.7M.
  • Vanguard Short-Term Bond ETF made up 0.43% of Corient Private Wealth's portfolio in Q2 2026, its #47 holding.
  • Corient Private Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Vanguard Short-Term Bond ETF position peaked at $313M in Q3 2024.
  • 1,363 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.