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

Corrigan 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
2025 Q1	$41.7M	Buy	532,617 +16,340	+3%	+$1.27M	8.59%	3
2024 Q4	$39.9M	Buy	516,277 +8,090	+2%	+$628K	9.15%	2
2024 Q3	$40M	Buy	508,187 +19,215	+4%	+$1.5M	9.17%	2
2024 Q2	$37.5M	Hold	488,972	–	–	9.57%	2
2024 Q1	$37.5M	Buy	488,972 +15,227	+3%	+$1.17M	9.57%	2
2023 Q4	$36.5M	Buy	473,745 +4,081	+0.9%	+$309K	11.05%	2
2023 Q3	$35.3M	Sell	469,664 -5,789	-1%	-$436K	12%	2
2023 Q2	$35.9M	Sell	475,453 -882	-0.2%	-$67.2K	11.27%	2
2023 Q1	$36.4M	Buy	476,335 +27,925	+6%	+$2.12M	11.96%	2
2022 Q4	$33.8M	Sell	448,410 -27,130	-6%	-$2.04M	12.36%	2
2022 Q3	$35.6M	Sell	475,540 -102,002	-18%	-$7.79M	13.48%	2
2022 Q2	$44.3M	Buy	577,542 +12,035	+2%	+$927K	16.06%	2
2022 Q1	$44.1M	Buy	565,507 +28,986	+5%	+$2.3M	13.93%	2
2021 Q4	$43.4M	Buy	536,521 +9,197	+2%	+$748K	12.47%	2
2021 Q3	$43.2M	Buy	527,324 +6,365	+1%	+$523K	13.21%	2
2021 Q2	$42.8M	Buy	520,959 +29,431	+6%	+$2.42M	13.08%	2
2021 Q1	$40.4M	Buy	491,528 +488,492	+16,090%	+$40.3M	13.5%	2
2020 Q4	$252K	Buy	+3,036	New	+$252K	0.11%	58

Other funds holding BSV

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

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

Corrigan Financial's BSV Position: Q1 2025 in Review

Corrigan Financial increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.2% in Q1 2025, buying an estimated $1.27M and bringing the position to 532,617 shares worth $41.7M. The position accounts for 8.59% of the portfolio, ranked #3.

Corrigan Financial first reported a position in BSV in Q4 2020 and has held it in 18 quarters since. The position peaked at $44.3M in Q2 2022. 1,212 funds tracked by Wall St. Rank hold BSV as of Q1 2025.

Corrigan Financial held 532,617 shares of Vanguard Short-Term Bond ETF worth $41.7M as of Q1 2025.
Corrigan Financial bought 16,340 Vanguard Short-Term Bond ETF shares in Q1 2025, an estimated $1.27M.
Vanguard Short-Term Bond ETF made up 8.59% of Corrigan Financial's portfolio in Q1 2025, its #3 holding.
Corrigan Financial first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 18 quarters since.
Corrigan Financial's Vanguard Short-Term Bond ETF position peaked at $44.3M in Q2 2022.
1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2025.

Based on Corrigan Financial's 13F filing for Q1 2025, filed 15 Apr 2025.