Cresset Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Cresset Asset Management’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	$1.07M	Sell	13,681 -163	-1%	-$12.7K	﹤0.01%	884
2026 Q1	$1.09M	Buy	13,844 +1,511	+12%	+$119K	﹤0.01%	753
2025 Q4	$972K	Buy	12,333 +516	+4%	+$40.7K	﹤0.01%	802
2025 Q3	$933K	Buy	11,817 +17	+0.1%	+$1.34K	﹤0.01%	769
2025 Q2	$929K	Sell	11,800 -17,906	-60%	-$1.4M	﹤0.01%	710
2025 Q1	$2.33M	Sell	29,706 -392	-1%	-$30.4K	0.01%	498
2024 Q4	$2.33M	Buy	30,098 +239	+0.8%	+$18.5K	0.01%	507
2024 Q3	$2.35M	Sell	29,859 -4,110	-12%	-$320K	0.01%	728
2024 Q2	$2.61M	Buy	33,969 +3,746	+12%	+$286K	0.01%	614
2024 Q1	$2.32M	Sell	30,223 -8,162	-21%	-$626K	0.01%	582
2023 Q4	$2.96M	Sell	38,385 -18,464	-32%	-$1.4M	0.02%	442
2023 Q3	$4.27M	Sell	56,849 -3,601	-6%	-$271K	0.02%	364
2023 Q2	$4.57M	Sell	60,450 -11,324	-16%	-$863K	0.01%	433
2023 Q1	$5.49M	Sell	71,774 -10,977	-13%	-$832K	0.11%	120
2022 Q4	$6.11M	Sell	82,751 -43,538	-34%	-$3.27M	0.08%	107
2022 Q3	$9.45M	Sell	126,289 -209	-0.2%	-$16K	0.12%	78
2022 Q2	$9.71M	Sell	126,498 -23,594	-16%	-$1.82M	0.12%	75
2022 Q1	$11.7M	Sell	150,092 -4,051	-3%	-$322K	0.12%	74
2021 Q4	$12.5M	Buy	154,143 +53,976	+54%	+$4.39M	0.12%	77
2021 Q3	$8.21M	Buy	100,167 +32,772	+49%	+$2.69M	0.11%	76
2021 Q2	$5.54M	Sell	67,395 -88,424	-57%	-$7.27M	0.08%	96
2021 Q1	$12.8M	Sell	155,819 -15,881	-9%	-$1.31M	0.2%	46
2020 Q4	$14.2M	Buy	171,700 +72,770	+74%	+$6.03M	0.23%	41
2020 Q3	$8.22M	Buy	98,930 +19,539	+25%	+$1.62M	0.15%	66
2020 Q2	$6.6M	Buy	79,391 +47,078	+146%	+$3.89M	0.14%	69
2020 Q1	$2.65M	Buy	32,313 +3,553	+12%	+$289K	0.08%	93
2019 Q4	$2.32M	Buy	28,760 +10,012	+53%	+$808K	0.06%	128
2019 Q3	$1.51M	Buy	18,748 +3,438	+22%	+$277K	0.05%	151
2019 Q2	$1.23M	Buy	15,310 +5,616	+58%	+$448K	0.04%	155
2019 Q1	$772K	Buy	9,694 +7,371	+317%	+$582K	0.03%	133
2018 Q4	$183K	Buy	+2,323	New	+$181K	0.01%	225

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

Cresset Asset Management's BSV Position: Q2 2026 in Review

Cresset Asset Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.2% in Q2 2026, selling an estimated $12.7K and leaving 13,681 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Cresset Asset Management first reported a position in BSV in Q4 2018 and has held it in 31 quarters since. The position peaked at $14.2M in Q4 2020. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Cresset Asset Management held 13,681 shares of Vanguard Short-Term Bond ETF worth $1.07M as of Q2 2026.
Cresset Asset Management sold 163 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $12.7K.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #884 holding.
Cresset Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 31 quarters since.
Cresset Asset Management's Vanguard Short-Term Bond ETF position peaked at $14.2M in Q4 2020.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.