CVA Family Office’s Vanguard Short-Term Bond ETF BSV Stock Holding History

CVA Family Office’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	$1.2M	Buy	15,444 +237	+2%	+$18.5K	0.11%	109
2026 Q1	$1.19M	Buy	15,207 +1,289	+9%	+$101K	0.13%	101
2025 Q4	$1.1M	Sell	13,918 -86	-0.6%	-$6.79K	0.13%	97
2025 Q3	$1.11M	Buy	14,004 +2,829	+25%	+$222K	0.14%	97
2025 Q2	$879K	Sell	11,175 -123	-1%	-$9.62K	0.12%	109
2025 Q1	$884K	Sell	11,298 -224	-2%	-$17.4K	0.14%	105
2024 Q4	$890K	Buy	11,522 +9,094	+375%	+$706K	0.14%	98
2024 Q3	$191K	Buy	2,428 +772	+47%	+$60.1K	0.03%	270
2024 Q2	$127K	Buy	1,656 +339	+26%	+$25.9K	0.02%	316
2024 Q1	$101K	Buy	1,317 +3	+0.2%	+$230	0.02%	353
2023 Q4	$101K	Buy	+1,314	New	+$99.5K	0.02%	332
2023 Q3	–	Sell	-44	Closed	-$3.33K	–	328
2023 Q2	$3.33K	Hold	44	–	–	﹤0.01%	849
2023 Q1	$3.37K	Hold	44	–	–	﹤0.01%	819
2022 Q4	$3.31K	Hold	44	–	–	﹤0.01%	780
2022 Q3	$3K	Hold	44	–	–	﹤0.01%	768
2022 Q2	$3K	Hold	44	–	–	﹤0.01%	788
2022 Q1	$3K	Hold	44	–	–	﹤0.01%	823
2021 Q4	$4K	Hold	44	–	–	﹤0.01%	767
2021 Q3	$4K	Hold	44	–	–	﹤0.01%	326
2021 Q2	$4K	Hold	44	–	–	﹤0.01%	790
2021 Q1	$4K	Hold	44	–	–	﹤0.01%	641
2020 Q4	$4K	Hold	44	–	–	﹤0.01%	329
2020 Q3	$4K	Hold	44	–	–	﹤0.01%	326
2020 Q2	$4K	Hold	44	–	–	﹤0.01%	291
2020 Q1	$4K	Buy	+44	New	+$3.57K	﹤0.01%	277

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

CVA Family Office's BSV Position: Q2 2026 in Review

CVA Family Office increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.6% in Q2 2026, buying an estimated $18.5K and bringing the position to 15,444 shares worth $1.2M. The position accounts for 0.11% of the portfolio, ranked #109.

CVA Family Office first reported a position in BSV in Q1 2020 and has held it in 25 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

CVA Family Office held 15,444 shares of Vanguard Short-Term Bond ETF worth $1.2M as of Q2 2026.
CVA Family Office bought 237 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $18.5K.
Vanguard Short-Term Bond ETF made up 0.11% of CVA Family Office's portfolio in Q2 2026, its #109 holding.
CVA Family Office first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and has held it in 25 quarters since.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.