Cornerstone Investment Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Cornerstone Investment Partners’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	$11M	Sell	140,067 -123	-0.1%	-$9.68K	0.46%	32
2025 Q4	$11M	Sell	140,190 -1,903	-1%	-$150K	0.43%	32
2025 Q3	$11.2M	Sell	142,093 -566	-0.4%	-$44.5K	0.47%	32
2025 Q2	$11.2M	Sell	142,659 -5,233	-4%	-$409K	0.5%	32
2025 Q1	$11.6M	Sell	147,892 -177,917	-55%	-$13.8M	0.56%	32
2024 Q4	$25.2M	Buy	325,809 +497	+0.2%	+$38.6K	1.25%	31
2024 Q3	$25.6M	Sell	325,312 -624	-0.2%	-$48.6K	1.27%	31
2024 Q2	$25M	Sell	325,936 -2,866	-0.9%	-$219K	1.23%	31
2024 Q1	$25.2M	Buy	328,802 +19,442	+6%	+$1.49M	1.23%	31
2023 Q4	$23.8M	Buy	309,360 +28,737	+10%	+$2.18M	1.34%	31
2023 Q3	$21.1M	Buy	+280,623	New	+$21.2M	1.32%	32

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cornerstone Investment Partners's BSV Position: Q1 2026 in Review

Cornerstone Investment Partners reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.09% in Q1 2026, selling an estimated $9.68K and leaving 140,067 shares worth $11M. The position accounts for 0.46% of the portfolio, ranked #32.

Cornerstone Investment Partners first reported a position in BSV in Q3 2023 and has held it in 11 quarters since. The position peaked at $25.6M in Q3 2024. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Cornerstone Investment Partners held 140,067 shares of Vanguard Short-Term Bond ETF worth $11M as of Q1 2026.
Cornerstone Investment Partners sold 123 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $9.68K.
Vanguard Short-Term Bond ETF made up 0.46% of Cornerstone Investment Partners's portfolio in Q1 2026, its #32 holding.
Cornerstone Investment Partners first reported a position in Vanguard Short-Term Bond ETF in Q3 2023 and has held it in 11 quarters since.
Cornerstone Investment Partners's Vanguard Short-Term Bond ETF position peaked at $25.6M in Q3 2024.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Cornerstone Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.