Dixon Mitchell Investment Counsel’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Dixon Mitchell Investment Counsel’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	$55.4K	Hold	707	–	–	﹤0.01%	121
2025 Q4	$55.7K	Hold	707	–	–	﹤0.01%	116
2025 Q3	$55.8K	Hold	707	–	–	﹤0.01%	62
2025 Q2	$55.6K	Hold	707	–	–	﹤0.01%	58
2025 Q1	$55.3K	Hold	707	–	–	﹤0.01%	59
2024 Q4	$54.6K	Hold	707	–	–	﹤0.01%	64
2024 Q3	$55.6K	Hold	707	–	–	﹤0.01%	64
2024 Q2	$54.2K	Hold	707	–	–	﹤0.01%	72
2024 Q1	$54.2K	Buy	+707	New	+$54.2K	﹤0.01%	81
2023 Q2	–	Sell	-4,577	Closed	-$350K	–	62
2023 Q1	$350K	Hold	4,577	–	–	0.02%	54
2022 Q4	$345K	Hold	4,577	–	–	0.02%	54
2022 Q3	$342K	Hold	4,577	–	–	0.03%	52
2022 Q2	$351K	Hold	4,577	–	–	0.03%	52
2022 Q1	$357K	Hold	4,577	–	–	0.02%	52
2021 Q4	$370K	Hold	4,577	–	–	0.02%	50
2021 Q3	$375K	Hold	4,577	–	–	0.03%	52
2021 Q2	$376K	Sell	4,577 -7,043	-61%	-$579K	0.03%	52
2021 Q1	$955K	Hold	11,620	–	–	0.08%	48
2020 Q4	$963K	Sell	11,620 -3,880	-25%	-$321K	0.08%	48
2020 Q3	$1.29M	Hold	15,500	–	–	0.13%	47
2020 Q2	$1.29M	Hold	15,500	–	–	0.14%	48
2020 Q1	$1.27M	Hold	15,500	–	–	0.16%	47
2019 Q4	$1.25M	Hold	15,500	–	–	0.13%	51
2019 Q3	$1.25M	Hold	15,500	–	–	0.14%	52
2019 Q2	$1.25M	Hold	15,500	–	–	0.14%	54
2019 Q1	$1.23M	Hold	15,500	–	–	0.15%	54
2018 Q4	$1.22M	Hold	15,500	–	–	0.16%	54
2018 Q3	$1.21M	Hold	15,500	–	–	0.14%	56
2018 Q2	$1.21M	Hold	15,500	–	–	0.15%	56
2018 Q1	$1.22M	Hold	15,500	–	–	0.16%	57
2017 Q4	$1.23M	Hold	15,500	–	–	0.16%	57
2017 Q3	$1.24M	Hold	15,500	–	–	0.17%	58
2017 Q2	$1.24M	Hold	15,500	–	–	0.17%	56
2017 Q1	$1.24M	Buy	+15,500	New	+$1.23M	0.18%	55

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 $424B AUM 22.94% 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

Dixon Mitchell Investment Counsel's BSV Position: Q1 2026 in Review

Dixon Mitchell Investment Counsel held its Vanguard Short-Term Bond ETF (BSV) position steady in Q1 2026 at 707 shares worth $55.4K. The position accounts for ﹤0.01% of the portfolio, ranked #121.

Dixon Mitchell Investment Counsel first reported a position in BSV in Q1 2017 and has held it in 34 quarters since. The position peaked at $1.29M in Q2 2020. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Dixon Mitchell Investment Counsel held 707 shares of Vanguard Short-Term Bond ETF worth $55.4K as of Q1 2026.
Dixon Mitchell Investment Counsel left its Vanguard Short-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Dixon Mitchell Investment Counsel's portfolio in Q1 2026, its #121 holding.
Dixon Mitchell Investment Counsel first reported a position in Vanguard Short-Term Bond ETF in Q1 2017 and has held it in 34 quarters since.
Dixon Mitchell Investment Counsel's Vanguard Short-Term Bond ETF position peaked at $1.29M in Q2 2020.
1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q1 2026, filed 14 May 2026.