DGS Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

DGS Capital Management’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	$5.32M	Buy	67,822 +17,083	+34%	+$1.35M	0.87%	19
2025 Q4	$4M	Buy	50,739 +8,477	+20%	+$669K	0.68%	19
2025 Q3	$3.33M	Buy	42,262 +4,907	+13%	+$386K	0.61%	21
2025 Q2	$2.94M	Buy	37,355 +6,066	+19%	+$474K	0.61%	24
2025 Q1	$2.45M	Buy	31,289 +4,676	+18%	+$363K	0.65%	26
2024 Q4	$2.06M	Buy	26,613 +3,307	+14%	+$257K	0.51%	31
2024 Q3	$1.83M	Buy	23,306 +3,313	+17%	+$258K	0.5%	30
2024 Q2	$1.53M	Buy	19,993 +2,552	+15%	+$195K	0.43%	34
2024 Q1	$1.34M	Buy	17,441 +6,311	+57%	+$484K	0.38%	36
2023 Q4	$857K	Sell	11,130 -2,887	-21%	-$219K	0.33%	57
2023 Q3	$1.05M	Buy	14,017 +920	+7%	+$69.4K	0.52%	38
2023 Q2	$990K	Buy	13,097 +617	+5%	+$47K	0.49%	40
2023 Q1	$955K	Buy	12,480 +1,344	+12%	+$102K	0.53%	35
2022 Q4	$838K	Buy	11,136 +3,025	+37%	+$227K	0.55%	35
2022 Q3	$607K	Sell	8,111 -49	-0.6%	-$3.74K	0.41%	41
2022 Q2	$627K	Sell	8,160 -4,913	-38%	-$379K	0.51%	37
2022 Q1	$1.02M	Buy	13,073 +6,024	+85%	+$478K	0.62%	25
2021 Q4	$570K	Buy	+7,049	New	+$573K	0.36%	43

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DGS Capital Management's BSV Position: Q1 2026 in Review

DGS Capital Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 34% in Q1 2026, buying an estimated $1.35M and bringing the position to 67,822 shares worth $5.32M. The position accounts for 0.87% of the portfolio, ranked #19.

DGS Capital Management first reported a position in BSV in Q4 2021 and has held it in 18 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

DGS Capital Management held 67,822 shares of Vanguard Short-Term Bond ETF worth $5.32M as of Q1 2026.
DGS Capital Management bought 17,083 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $1.35M.
Vanguard Short-Term Bond ETF made up 0.87% of DGS Capital Management's portfolio in Q1 2026, its #19 holding.
DGS Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 18 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.