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Eaton-Cambridge’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Eaton-Cambridge’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 		$12.7M Buy
163,016
+1,670
+1% +$130K 3.57% 7
2026
Q1 		$12.7M Sell
161,346
-9,145
-5% -$720K 3.96% 7
2025
Q4 		$13.4M Buy
170,491
+687
+0.4% +$54.2K 4.41% 6
2025
Q3 		$13.4M Sell
169,804
-2,823
-2% -$222K 4.66% 6
2025
Q2 		$13.6M Buy
172,627
+7,914
+5% +$619K 5.13% 6
2025
Q1 		$12.9M Sell
164,713
-946
-0.6% -$73.4K 5.54% 6
2024
Q4 		$12.8M Buy
165,659
+21,383
+15% +$1.66M 5.71% 6
2024
Q3 		$11.4M Buy
144,276
+696
+0.5% +$54.2K 5.38% 6
2024
Q2 		$11M Buy
143,580
+18,215
+15% +$1.39M 5.63% 6
2024
Q1 		$9.61M Buy
125,365
+26,704
+27% +$2.05M 5.12% 6
2023
Q4 		$7.6M Buy
+98,661
New +$7.47M 4.6% 6

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Eaton-Cambridge's BSV Position: Q2 2026 in Review

Eaton-Cambridge increased its Vanguard Short-Term Bond ETF (BSV) stake by 1% in Q2 2026, buying an estimated $130K and bringing the position to 163,016 shares worth $12.7M. The position accounts for 3.57% of the portfolio, ranked #7.

Eaton-Cambridge first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.6M in Q2 2025. 815 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Eaton-Cambridge held 163,016 shares of Vanguard Short-Term Bond ETF worth $12.7M as of Q2 2026.
  • Eaton-Cambridge bought 1,670 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $130K.
  • Vanguard Short-Term Bond ETF made up 3.57% of Eaton-Cambridge's portfolio in Q2 2026, its #7 holding.
  • Eaton-Cambridge first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Eaton-Cambridge's Vanguard Short-Term Bond ETF position peaked at $13.6M in Q2 2025.
  • 815 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Eaton-Cambridge's 13F filing for Q2 2026, filed 23 Jul 2026.