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	$286M	Buy	3,666,453 +51,144	+1%	+$3.99M	0.37%	55
2026 Q1	$282M	Sell	3,615,309 -2,934,850	-45%	-$231M	0.4%	47
2025 Q4	$515M	Buy	6,550,159 +5,692,680	+664%	+$449M	0.35%	53
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 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

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

Corient Private Wealth increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.4% in Q2 2026, buying an estimated $3.99M and bringing the position to 3,666,453 shares worth $286M. The position accounts for 0.37% of the portfolio, ranked #55.

Corient Private Wealth first reported a position in BSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $515M in Q4 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Corient Private Wealth held 3,666,453 shares of Vanguard Short-Term Bond ETF worth $286M as of Q2 2026.
Corient Private Wealth bought 51,144 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $3.99M.
Vanguard Short-Term Bond ETF made up 0.37% of Corient Private Wealth's portfolio in Q2 2026, its #55 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 $515M in Q4 2025.
1,352 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.