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

Diversified Trust’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 Q2	$443K	Buy	5,689 +2,008	+55%	+$157K	0.01%	801
2026 Q1	$289K	Buy	3,681 +376	+11%	+$29.6K	0.01%	860
2025 Q4	$260K	Buy	+3,305	New	+$261K	﹤0.01%	873
2024 Q1	–	Sell	-2,667	Closed	-$205K	–	845
2023 Q4	$205K	Sell	2,667 -336	-11%	-$25.4K	0.01%	780
2023 Q3	$226K	Sell	3,003 -240	-7%	-$18.1K	0.01%	711
2023 Q2	$245K	Buy	3,243 +2	+0.1%	+$152	0.01%	701
2023 Q1	$248K	Buy	3,241 +477	+17%	+$36.1K	0.01%	697
2022 Q4	$208K	Buy	2,764 +75	+3%	+$5.63K	0.01%	720
2022 Q3	$201K	Sell	2,689 -122	-4%	-$9.32K	0.01%	703
2022 Q2	$216K	Hold	2,811	–	–	0.01%	655
2022 Q1	$219K	Hold	2,811	–	–	0.01%	726
2021 Q4	$227K	Buy	+2,811	New	+$229K	0.01%	729

Other funds holding BSV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Diversified Trust's BSV Position: Q2 2026 in Review

Diversified Trust increased its Vanguard Short-Term Bond ETF (BSV) stake by 55% in Q2 2026, buying an estimated $157K and bringing the position to 5,689 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #801.

Diversified Trust first reported a position in BSV in Q4 2021 and has held it in 12 quarters since. 413 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Diversified Trust held 5,689 shares of Vanguard Short-Term Bond ETF worth $443K as of Q2 2026.
Diversified Trust bought 2,008 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $157K.
Vanguard Short-Term Bond ETF made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #801 holding.
Diversified Trust first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 12 quarters since.
413 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.