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

Crewe Advisors’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	$52.9K	Hold	679	–	–	﹤0.01%	425
2026 Q1	$53.2K	Hold	679	–	–	﹤0.01%	374
2025 Q4	$53.5K	Sell	679 -38	-5%	-$3K	﹤0.01%	358
2025 Q3	$56.6K	Hold	717	–	–	0.01%	365
2025 Q2	$56.4K	Hold	717	–	–	0.01%	283
2025 Q1	$56.1K	Hold	717	–	–	0.01%	257
2024 Q4	$55.4K	Sell	717 -128	-15%	-$9.93K	0.01%	272
2024 Q3	$66.5K	Sell	845 -1,200	-59%	-$93.5K	0.01%	271
2024 Q2	$157K	Buy	2,045 +655	+47%	+$50K	0.02%	203
2024 Q1	$107K	Hold	1,390	–	–	0.01%	264
2023 Q4	$107K	Sell	1,390 -300	-18%	-$22.7K	0.02%	98
2023 Q3	$127K	Buy	1,690 +300	+22%	+$22.6K	0.02%	89
2023 Q2	$105K	Hold	1,390	–	–	0.01%	198
2023 Q1	$106K	Hold	1,390	–	–	0.02%	220
2022 Q4	$105K	Hold	1,390	–	–	0.02%	213
2022 Q3	$104K	Hold	1,390	–	–	0.02%	222
2022 Q2	$107K	Buy	1,390 +1,200	+632%	+$92.5K	0.02%	201
2022 Q1	$15K	Hold	190	–	–	﹤0.01%	320
2021 Q4	$15K	Buy	+190	New	+$15.5K	﹤0.01%	287
2020 Q1	–	Sell	-72	Closed	-$6K	–	186
2019 Q4	$6K	Buy	+72	New	+$5.81K	﹤0.01%	187
2018 Q4	–	Sell	-92	Closed	-$7K	–	230
2018 Q3	$7K	Buy	+92	New	+$7.19K	0.01%	203

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

Crewe Advisors's BSV Position: Q2 2026 in Review

Crewe Advisors held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 679 shares worth $52.9K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Crewe Advisors first reported a position in BSV in Q3 2018 and has held it in 21 quarters since. The position peaked at $157K in Q2 2024. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Crewe Advisors held 679 shares of Vanguard Short-Term Bond ETF worth $52.9K as of Q2 2026.
Crewe Advisors left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #425 holding.
Crewe Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2018 and has held it in 21 quarters since.
Crewe Advisors's Vanguard Short-Term Bond ETF position peaked at $157K in Q2 2024.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.