Dorsey & Whitney Trust’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Dorsey & Whitney 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 Q1	$2M	Buy	25,549 +5,299	+26%	+$417K	0.11%	173
2025 Q4	$1.6M	Buy	+20,250	New	+$1.6M	0.08%	198
2025 Q2	–	Sell	-13,000	Closed	-$1.02M	–	683
2025 Q1	$1.02M	Buy	13,000 +500	+4%	+$38.8K	0.06%	259
2024 Q4	$966K	Hold	12,500	–	–	0.05%	270
2024 Q3	$984K	Hold	12,500	–	–	0.05%	265
2024 Q2	$959K	Sell	12,500 -2,500	-17%	-$191K	0.07%	229
2024 Q1	$1.15M	Hold	15,000	–	–	0.08%	204
2023 Q4	$1.16M	Buy	15,000 +1,500	+11%	+$114K	0.09%	199
2023 Q3	$1.01M	Hold	13,500	–	–	0.09%	201
2023 Q2	$1.02M	Buy	13,500 +2,500	+23%	+$191K	0.08%	202
2023 Q1	$841K	Buy	+11,000	New	+$834K	0.08%	224
2014 Q1	–	Sell	-9,550	Closed	-$763K	–	248
2013 Q4	$763K	Hold	9,550	–	–	0.21%	90
2013 Q3	$768K	Hold	9,550	–	–	0.23%	85
2013 Q2	$765K	Buy	+9,550	New	+$771K	0.25%	78

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

Dorsey & Whitney Trust's BSV Position: Q1 2026 in Review

Dorsey & Whitney Trust increased its Vanguard Short-Term Bond ETF (BSV) stake by 26% in Q1 2026, buying an estimated $417K and bringing the position to 25,549 shares worth $2M. The position accounts for 0.11% of the portfolio, ranked #173.

Dorsey & Whitney Trust first reported a position in BSV in Q2 2013 and has held it in 14 quarters since. 1,333 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Dorsey & Whitney Trust held 25,549 shares of Vanguard Short-Term Bond ETF worth $2M as of Q1 2026.
Dorsey & Whitney Trust bought 5,299 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $417K.
Vanguard Short-Term Bond ETF made up 0.11% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #173 holding.
Dorsey & Whitney Trust first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 14 quarters since.
1,333 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.