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

CX Institutional’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	$9K	Buy	114 +41	+56%	+$3.2K	﹤0.01%	1306
2026 Q1	$6K	Sell	73 -346	-83%	-$27.2K	﹤0.01%	1342
2025 Q4	$33K	Sell	419 -206	-33%	-$16.3K	﹤0.01%	1031
2025 Q3	$49K	Buy	625 +66	+12%	+$5.19K	﹤0.01%	936
2025 Q2	$44K	Sell	559 -4,228	-88%	-$331K	﹤0.01%	870
2025 Q1	$375K	Buy	+4,787	New	+$372K	0.01%	429
2023 Q4	–	Sell	-438,589	Closed	-$33M	–	528
2023 Q3	$33M	Buy	438,589 +209,968	+92%	+$15.8M	1.81%	4
2023 Q2	$17.3M	Buy	228,621 +5,795	+3%	+$442K	0.89%	23
2023 Q1	$17M	Buy	222,826 +34,095	+18%	+$2.58M	0.91%	24
2022 Q4	$14.2M	Buy	+188,731	New	+$14.2M	0.86%	24
2022 Q3	–	Sell	-139,456	Closed	-$10.7M	–	541
2022 Q2	$10.7M	Sell	139,456 -132,030	-49%	-$10.2M	0.81%	27
2022 Q1	$21.1M	Sell	271,486 -57,743	-18%	-$4.58M	1.69%	9
2021 Q4	$26.6M	Sell	329,229 -10,275	-3%	-$836K	2.12%	5
2021 Q3	$27.8M	Buy	339,504 +47,632	+16%	+$3.91M	2.27%	5
2021 Q2	$24M	Buy	291,872 +213,337	+272%	+$17.6M	1.97%	6
2021 Q1	$6.45M	Buy	+78,535	New	+$6.48M	0.58%	46
2019 Q2	–	Sell	-358	Closed	-$28K	–	950
2019 Q1	$28K	Sell	358 -21	-6%	-$1.66K	﹤0.01%	372
2018 Q4	$30K	Sell	379 -4,932	-93%	-$385K	0.01%	289
2018 Q3	$414K	Buy	5,311 +4,275	+413%	+$334K	0.14%	106
2018 Q2	$81K	Buy	+1,036	New	+$80.9K	0.03%	136

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

CX Institutional's BSV Position: Q2 2026 in Review

CX Institutional increased its Vanguard Short-Term Bond ETF (BSV) stake by 56% in Q2 2026, buying an estimated $3.2K and bringing the position to 114 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1306.

CX Institutional first reported a position in BSV in Q2 2018 and has held it in 20 quarters since. The position peaked at $33M in Q3 2023. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

CX Institutional held 114 shares of Vanguard Short-Term Bond ETF worth $9K as of Q2 2026.
CX Institutional bought 41 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $3.2K.
Vanguard Short-Term Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1306 holding.
CX Institutional first reported a position in Vanguard Short-Term Bond ETF in Q2 2018 and has held it in 20 quarters since.
CX Institutional's Vanguard Short-Term Bond ETF position peaked at $33M in Q3 2023.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.