CI
BSV icon

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
Q3 		$9K Hold
114
– – ﹤0.01% 1367
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return

CX Institutional's BSV Position: Q3 2026 in Review

CX Institutional held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2026 at 114 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

CX Institutional first reported a position in BSV in Q2 2018 and has held it in 21 quarters since. The position peaked at $33M in Q3 2023. 71 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • CX Institutional held 114 shares of Vanguard Short-Term Bond ETF worth $9K as of Q3 2026.
  • CX Institutional left its Vanguard Short-Term Bond ETF share count unchanged in Q3 2026.
  • Vanguard Short-Term Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1367 holding.
  • CX Institutional first reported a position in Vanguard Short-Term Bond ETF in Q2 2018 and has held it in 21 quarters since.
  • CX Institutional's Vanguard Short-Term Bond ETF position peaked at $33M in Q3 2023.
  • 71 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.