DI
BSV icon

Disciplined Investments’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Disciplined Investments’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 		$644K Sell
8,208
-582
-7% -$45.8K 0.23% 70
2025
Q4 		$693K Sell
8,790
-701
-7% -$55.3K 0.27% 65
2025
Q3 		$749K Sell
9,491
-667
-7% -$52.4K 0.3% 63
2025
Q2 		$799K Sell
10,158
-4,199
-29% -$328K 0.34% 60
2025
Q1 		$1.12M Sell
14,357
-615
-4% -$47.7K 0.52% 51
2024
Q4 		$1.16M Buy
14,972
+3,267
+28% +$254K 0.57% 50
2024
Q3 		$921K Sell
11,705
-352
-3% -$27.4K 0.45% 55
2024
Q2 		$925K Buy
12,057
+159
+1% +$12.1K 0.49% 52
2024
Q1 		$912K Sell
11,898
-949
-7% -$72.8K 0.5% 53
2023
Q4 		$989K Sell
12,847
-914
-7% -$69.2K 0.58% 51
2023
Q3 		$1.03M Sell
13,761
-1,850
-12% -$139K 0.63% 52
2023
Q2 		$1.18M Sell
15,611
-5,785
-27% -$441K 0.63% 48
2023
Q1 		$1.64M Sell
21,396
-302
-1% -$22.9K 0.69% 41
2022
Q4 		$1.63M Sell
21,698
-1,517
-7% -$114K 0.8% 36
2022
Q3 		$1.74M Sell
23,215
-943
-4% -$72K 0.8% 39
2022
Q2 		$1.85M Buy
24,158
+4,159
+21% +$320K 0.84% 37
2022
Q1 		$1.56M Sell
19,999
-646
-3% -$51.3K 0.64% 42
2021
Q4 		$1.67M Sell
20,645
-1,296
-6% -$105K 0.74% 40
2021
Q3 		$1.8M Buy
21,941
+611
+3% +$50.2K 0.87% 36
2021
Q2 		$1.75M Buy
21,330
+178
+0.8% +$14.6K 0.9% 37
2021
Q1 		$1.74M Buy
21,152
+1,303
+7% +$108K 1.02% 30
2020
Q4 		$1.65M Buy
19,849
+812
+4% +$67.3K 1.1% 28
2020
Q3 		$1.58M Buy
19,037
+584
+3% +$48.5K 1.17% 24
2020
Q2 		$1.53M Buy
18,453
+463
+3% +$38.3K 1.19% 23
2020
Q1 		$1.48M Sell
17,990
-1,327
-7% -$108K 1.41% 21
2019
Q4 		$1.56M Buy
+19,317
New +$1.56M 1.31% 21

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

Disciplined Investments's BSV Position: Q1 2026 in Review

Disciplined Investments reduced its Vanguard Short-Term Bond ETF (BSV) stake by 6.6% in Q1 2026, selling an estimated $45.8K and leaving 8,208 shares worth $644K. The position accounts for 0.23% of the portfolio, ranked #70.

Disciplined Investments first reported a position in BSV in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.85M in Q2 2022. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Disciplined Investments held 8,208 shares of Vanguard Short-Term Bond ETF worth $644K as of Q1 2026.
  • Disciplined Investments sold 582 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $45.8K.
  • Vanguard Short-Term Bond ETF made up 0.23% of Disciplined Investments's portfolio in Q1 2026, its #70 holding.
  • Disciplined Investments first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Disciplined Investments's Vanguard Short-Term Bond ETF position peaked at $1.85M in Q2 2022.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Disciplined Investments's 13F filing for Q1 2026, filed 12 May 2026.