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

Covestor’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	$8K	Buy	96 +24	+33%	+$1.87K	﹤0.01%	1712
2026 Q1	$6K	Sell	72 -49	-40%	-$3.86K	﹤0.01%	1712
2025 Q4	$10K	Buy	121 +3	+3%	+$237	0.01%	1557
2025 Q3	$9K	Buy	118 +9	+8%	+$708	0.01%	1638
2025 Q2	$9K	Buy	+109	New	+$8.52K	0.01%	1626
2023 Q3	–	Sell	-108	Closed	-$8K	–	2137
2023 Q2	$8K	Buy	108 +64	+145%	+$4.88K	0.01%	1560
2023 Q1	$3K	Buy	44 +13	+42%	+$985	﹤0.01%	1656
2022 Q4	$2K	Hold	31	–	–	﹤0.01%	1755
2022 Q3	$2K	Buy	31 +2	+7%	+$153	﹤0.01%	1680
2022 Q2	$2K	Sell	29 -12	-29%	-$925	﹤0.01%	1591
2022 Q1	$3K	Buy	41 +1	+3%	+$79	﹤0.01%	1595
2021 Q4	$3K	Buy	+40	New	+$3.25K	﹤0.01%	1454

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

Covestor's BSV Position: Q2 2026 in Review

Covestor increased its Vanguard Short-Term Bond ETF (BSV) stake by 33% in Q2 2026, buying an estimated $1.87K and bringing the position to 96 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

Covestor first reported a position in BSV in Q4 2021 and has held it in 12 quarters since. The position peaked at $10K in Q4 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Covestor held 96 shares of Vanguard Short-Term Bond ETF worth $8K as of Q2 2026.
Covestor bought 24 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.87K.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1712 holding.
Covestor first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 12 quarters since.
Covestor's Vanguard Short-Term Bond ETF position peaked at $10K in Q4 2025.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.