Diversified Portfolios Inc’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Diversified Portfolios Inc’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	$7.48M	Sell	95,401 -25,844	-21%	-$2.03M	0.61%	32
2025 Q4	$9.56M	Sell	121,245 -17,594	-13%	-$1.39M	0.8%	28
2025 Q3	$11M	Sell	138,839 -49,341	-26%	-$3.88M	0.97%	26
2025 Q2	$14.8M	Sell	188,180 -27,612	-13%	-$2.16M	1.41%	18
2025 Q1	$16.9M	Sell	215,792 -102,875	-32%	-$7.99M	1.78%	16
2024 Q4	$24.6M	Sell	318,667 -78,226	-20%	-$6.07M	2.69%	9
2024 Q3	$31.2M	Sell	396,893 -569,849	-59%	-$44.4M	3.51%	7
2024 Q2	$74.1M	Sell	966,742 -33,460	-3%	-$2.55M	9.77%	2
2024 Q1	$76.7M	Buy	1,000,202 +63,340	+7%	+$4.86M	10.79%	2
2023 Q4	$72.2M	Buy	936,862 +30,204	+3%	+$2.29M	11.35%	2
2023 Q3	$68.2M	Sell	906,658 -12,329	-1%	-$929K	12.85%	2
2023 Q2	$69.4M	Buy	918,987 +149,315	+19%	+$11.4M	13.94%	2
2023 Q1	$58.9M	Buy	769,672 +35,327	+5%	+$2.68M	13.1%	2
2022 Q4	$55.3M	Buy	734,345 +6,333	+0.9%	+$475K	12.67%	2
2022 Q3	$54.5M	Buy	728,012 +25,108	+4%	+$1.92M	14.66%	2
2022 Q2	$54M	Buy	702,904 +100,409	+17%	+$7.74M	15.04%	2
2022 Q1	$46.9M	Sell	602,495 -24,061	-4%	-$1.91M	11.25%	2
2021 Q4	$50.6M	Buy	626,556 +21,687	+4%	+$1.76M	12.18%	2
2021 Q3	$49.6M	Buy	+604,869	New	+$49.7M	13.71%	2
2021 Q2	–	Sell	-623,062	Closed	-$51.2M	–	111
2021 Q1	$51.2M	Buy	623,062 +89,820	+17%	+$7.41M	16.85%	2
2020 Q4	$44.2M	Buy	533,242 +102,540	+24%	+$8.5M	15.81%	2
2020 Q3	$35.8M	Buy	430,702 +26,022	+6%	+$2.16M	15.47%	2
2020 Q2	$33.6M	Sell	404,680 -180	-0%	-$14.9K	16.09%	2
2020 Q1	$33.3M	Buy	404,860 +28,368	+8%	+$2.3M	18.45%	2
2019 Q4	$30.3M	Buy	376,492 +11,215	+3%	+$905K	14.37%	2
2019 Q3	$29.5M	Buy	365,277 +14,562	+4%	+$1.17M	14.93%	2
2019 Q2	$28.2M	Buy	350,715 +10,787	+3%	+$860K	15.52%	2
2019 Q1	$27.1M	Buy	339,928 +6,283	+2%	+$496K	15.04%	2
2018 Q4	$26.2M	Buy	333,645 +6,002	+2%	+$468K	16.25%	2
2018 Q3	$25.6M	Buy	327,643 +10,887	+3%	+$851K	14.13%	2
2018 Q2	$24.8M	Sell	316,756 -2,752	-0.9%	-$215K	14.13%	2
2018 Q1	$25.1M	Buy	319,508 +16,122	+5%	+$1.27M	14.41%	2
2017 Q4	$24M	Buy	303,386 +28,433	+10%	+$2.26M	13.11%	2
2017 Q3	$21.9M	Buy	274,953 +20,522	+8%	+$1.64M	12.45%	2
2017 Q2	$20.3M	Buy	254,431 +18,980	+8%	+$1.52M	12.06%	2
2017 Q1	$18.8M	Buy	235,451 +12,505	+6%	+$995K	11.34%	2
2016 Q4	$17.7M	Buy	222,946 +4,038	+2%	+$323K	10.93%	2
2016 Q3	$17.7M	Buy	218,908 +16,516	+8%	+$1.34M	11.06%	3
2016 Q2	$16.4M	Sell	202,392 -2,902	-1%	-$234K	10.23%	3
2016 Q1	$16.6M	Buy	205,294 +2,838	+1%	+$228K	10.42%	3
2015 Q4	$16.1M	Buy	202,456 +29,739	+17%	+$2.38M	10.28%	3
2015 Q3	$13.9M	Buy	172,717 +3,630	+2%	+$291K	9.21%	3
2015 Q2	$13.6M	Buy	169,087 +16,479	+11%	+$1.32M	8.54%	3
2015 Q1	$12.3M	Sell	152,608 -7,638	-5%	-$613K	7.78%	4
2014 Q4	$12.8M	Buy	+160,246	New	+$12.9M	7.6%	3

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

Diversified Portfolios Inc's BSV Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its Vanguard Short-Term Bond ETF (BSV) stake by 21% in Q1 2026, selling an estimated $2.03M and leaving 95,401 shares worth $7.48M. The position accounts for 0.61% of the portfolio, ranked #32.

Diversified Portfolios Inc first reported a position in BSV in Q4 2014 and has held it in 45 quarters since. The position peaked at $76.7M in Q1 2024. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Diversified Portfolios Inc held 95,401 shares of Vanguard Short-Term Bond ETF worth $7.48M as of Q1 2026.
Diversified Portfolios Inc sold 25,844 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $2.03M.
Vanguard Short-Term Bond ETF made up 0.61% of Diversified Portfolios Inc's portfolio in Q1 2026, its #32 holding.
Diversified Portfolios Inc first reported a position in Vanguard Short-Term Bond ETF in Q4 2014 and has held it in 45 quarters since.
Diversified Portfolios Inc's Vanguard Short-Term Bond ETF position peaked at $76.7M in Q1 2024.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.