Elgethun Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Elgethun Capital Management’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	$258K	Hold	3,310	–	–	0.04%	139
2026 Q1	$260K	Hold	3,310	–	–	0.04%	130
2025 Q4	$261K	Hold	3,310	–	–	0.05%	126
2025 Q3	$261K	Sell	3,310 -2,000	-38%	-$157K	0.05%	120
2025 Q2	$418K	Sell	5,310 -1,150	-18%	-$89.9K	0.08%	86
2025 Q1	$506K	Buy	+6,460	New	+$501K	0.11%	77
2020 Q3	–	Sell	-5,599	Closed	-$465K	–	97
2020 Q2	$465K	Sell	5,599 -42	-0.7%	-$3.47K	0.27%	58
2020 Q1	$464K	Hold	5,641	–	–	0.26%	58
2019 Q4	$455K	Sell	5,641 -62	-1%	-$5K	0.22%	60
2019 Q3	$461K	Buy	+5,703	New	+$460K	0.25%	60

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Elgethun Capital Management's BSV Position: Q2 2026 in Review

Elgethun Capital Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 3,310 shares worth $258K. The position accounts for 0.04% of the portfolio, ranked #139.

Elgethun Capital Management first reported a position in BSV in Q3 2019 and has held it in 10 quarters since. The position peaked at $506K in Q1 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Elgethun Capital Management held 3,310 shares of Vanguard Short-Term Bond ETF worth $258K as of Q2 2026.
Elgethun Capital Management left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.04% of Elgethun Capital Management's portfolio in Q2 2026, its #139 holding.
Elgethun Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2019 and has held it in 10 quarters since.
Elgethun Capital Management's Vanguard Short-Term Bond ETF position peaked at $506K in Q1 2025.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Elgethun Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.