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

Disciplina 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 		$14.1M Buy
179,219
+23,014
+15% +$1.81M 1.49% 15
2025
Q4 		$12.3M Buy
156,205
+6,537
+4% +$516K 1.41% 16
2025
Q3 		$11.8M Sell
149,668
-25,368
-14% -$1.99M 1.44% 16
2025
Q2 		$13.8M Buy
175,036
+19,794
+13% +$1.55M 1.74% 15
2025
Q1 		$12.2M Buy
155,242
+69,778
+82% +$5.42M 1.77% 13
2024
Q4 		$6.6M Sell
85,464
-14,113
-14% -$1.1M 1.11% 13
2024
Q3 		$7.84M Buy
99,577
+6,838
+7% +$533K 1.25% 13
2024
Q2 		$7.11M Sell
92,739
-136
-0.1% -$10.4K 1.18% 14
2024
Q1 		$7.12M Sell
92,875
-18,166
-16% -$1.39M 1.2% 14
2023
Q4 		$8.55M Buy
111,041
+11,423
+11% +$865K 1.61% 12
2023
Q3 		$7.49M Buy
99,618
+8,237
+9% +$621K 1.55% 12
2023
Q2 		$6.91M Sell
91,381
-6,256
-6% -$477K 1.21% 13
2023
Q1 		$7.47M Buy
97,637
+1,790
+2% +$136K 1.85% 12
2022
Q4 		$7.22M Buy
95,847
+4,730
+5% +$355K 1.92% 12
2022
Q3 		$6.82M Sell
91,117
-44,415
-33% -$3.39M 1.48% 13
2022
Q2 		$10.4M Sell
135,532
-142,140
-51% -$11M 2.25% 8
2022
Q1 		$21.6M Sell
277,672
-20,945
-7% -$1.66M 4.41% 7
2021
Q4 		$24.1M Buy
298,617
+226,813
+316% +$18.4M 4.66% 7
2021
Q3 		$5.88M Buy
+71,804
New +$5.9M 1.29% 16

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Disciplina Capital Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 15% in Q1 2026, buying an estimated $1.81M and bringing the position to 179,219 shares worth $14.1M. The position accounts for 1.49% of the portfolio, ranked #15.

Disciplina Capital Management first reported a position in BSV in Q3 2021 and has held it in 19 quarters since. The position peaked at $24.1M in Q4 2021. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Disciplina Capital Management held 179,219 shares of Vanguard Short-Term Bond ETF worth $14.1M as of Q1 2026.
  • Disciplina Capital Management bought 23,014 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $1.81M.
  • Vanguard Short-Term Bond ETF made up 1.49% of Disciplina Capital Management's portfolio in Q1 2026, its #15 holding.
  • Disciplina Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • Disciplina Capital Management's Vanguard Short-Term Bond ETF position peaked at $24.1M in Q4 2021.
  • 1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Disciplina Capital Management's 13F filing for Q1 2026, filed 7 May 2026.