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Crestwood Advisors Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Crestwood Advisors Group’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 		$2.14M Sell
27,292
-8,175
-23% -$644K 0.04% 220
2025
Q4 		$2.8M Sell
35,467
-538
-1% -$42.4K 0.05% 184
2025
Q3 		$2.84M Sell
36,005
-634
-2% -$49.9K 0.05% 177
2025
Q2 		$2.88M Buy
36,639
+6,741
+23% +$527K 0.05% 173
2025
Q1 		$2.34M Buy
29,898
+3,491
+13% +$271K 0.04% 187
2024
Q4 		$2.04M Sell
26,407
-1,027
-4% -$79.7K 0.04% 186
2024
Q3 		$2.16M Sell
27,434
-4,486
-14% -$349K 0.04% 180
2024
Q2 		$2.45M Sell
31,920
-4,266
-12% -$325K 0.05% 161
2024
Q1 		$2.77M Sell
36,186
-13,959
-28% -$1.07M 0.06% 148
2023
Q4 		$3.86M Sell
50,145
-6,173
-11% -$467K 0.09% 134
2023
Q3 		$4.23M Sell
56,318
-5,796
-9% -$437K 0.11% 120
2023
Q2 		$4.69M Sell
62,114
-21,341
-26% -$1.63M 0.15% 84
2023
Q1 		$6.38M Sell
83,455
-178,097
-68% -$13.5M 0.21% 78
2022
Q4 		$19.7M Buy
261,552
+2,071
+0.8% +$155K 0.67% 49
2022
Q3 		$19.4M Sell
259,481
-7,590
-3% -$580K 0.69% 50
2022
Q2 		$20.5M Buy
267,071
+255,056
+2,123% +$19.6M 0.69% 51
2022
Q1 		$936K Sell
12,015
-6,967
-37% -$553K 0.03% 158
2021
Q4 		$1.53M Sell
18,982
-3,314
-15% -$270K 0.04% 136
2021
Q3 		$1.83M Buy
22,296
+1,144
+5% +$94K 0.05% 124
2021
Q2 		$1.74M Sell
21,152
-14,865
-41% -$1.22M 0.05% 125
2021
Q1 		$2.96M Sell
36,017
-8,569
-19% -$707K 0.09% 109
2020
Q4 		$3.7M Buy
44,586
+200
+0.5% +$16.6K 0.12% 101
2020
Q3 		$3.69M Hold
44,386
– – 0.14% 94
2020
Q2 		$3.69M Buy
44,386
+41,450
+1,412% +$3.43M 0.15% 95
2020
Q1 		$241K Buy
2,936
+130
+5% +$10.6K 0.01% 198
2019
Q4 		$226K Buy
+2,806
New +$226K 0.01% 237
2017
Q2 		– Sell
-90
Closed -$7K – 193
2017
Q1 		$7K Buy
+90
New +$7.16K ﹤0.01% 450

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Crestwood Advisors Group's BSV Position: Q1 2026 in Review

Crestwood Advisors Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 23% in Q1 2026, selling an estimated $644K and leaving 27,292 shares worth $2.14M. The position accounts for 0.04% of the portfolio, ranked #220.

Crestwood Advisors Group first reported a position in BSV in Q1 2017 and has held it in 27 quarters since. The position peaked at $20.5M in Q2 2022. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Crestwood Advisors Group held 27,292 shares of Vanguard Short-Term Bond ETF worth $2.14M as of Q1 2026.
  • Crestwood Advisors Group sold 8,175 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $644K.
  • Vanguard Short-Term Bond ETF made up 0.04% of Crestwood Advisors Group's portfolio in Q1 2026, its #220 holding.
  • Crestwood Advisors Group first reported a position in Vanguard Short-Term Bond ETF in Q1 2017 and has held it in 27 quarters since.
  • Crestwood Advisors Group's Vanguard Short-Term Bond ETF position peaked at $20.5M in Q2 2022.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.