EI
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Ellevest Inc’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Ellevest Inc’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 		$6.96M Buy
88,808
+2,791
+3% +$220K 0.97% 21
2025
Q4 		$6.78M Buy
86,017
+3,143
+4% +$248K 0.94% 23
2025
Q3 		$6.54M Sell
82,874
-979
-1% -$77K 0.93% 21
2025
Q2 		$6.6M Sell
83,853
-168,574
-67% -$13.2M 1.05% 19
2025
Q1 		$19.8M Sell
252,427
-24,282
-9% -$1.88M 1.32% 13
2024
Q4 		$21.4M Buy
276,709
+18,185
+7% +$1.41M 1.24% 14
2024
Q3 		$20.4M Buy
258,524
+11,585
+5% +$902K 1.13% 15
2024
Q2 		$18.9M Buy
246,939
+10,274
+4% +$784K 1.14% 14
2024
Q1 		$18.1M Buy
236,665
+22,516
+11% +$1.73M 1.13% 15
2023
Q4 		$16.5M Sell
214,149
-1,689
-0.8% -$128K 1.12% 16
2023
Q3 		$16.2M Buy
215,838
+7,549
+4% +$569K 1.25% 14
2023
Q2 		$15.7M Buy
208,289
+4,908
+2% +$374K 1.18% 14
2023
Q1 		$15.6M Buy
203,381
+2,866
+1% +$217K 1.21% 14
2022
Q4 		$15.1M Sell
200,515
-18,559
-8% -$1.39M 1.27% 13
2022
Q3 		$16.4M Sell
219,074
-1,630
-0.7% -$125K 1.55% 13
2022
Q2 		$16.9M Buy
220,704
+11,196
+5% +$863K 1.59% 13
2022
Q1 		$16.3M Buy
209,508
+21,472
+11% +$1.7M 1.38% 13
2021
Q4 		$15.2M Buy
188,036
+11,581
+7% +$942K 1.35% 12
2021
Q3 		$14.5M Buy
176,455
+23,315
+15% +$1.92M 1.41% 14
2021
Q2 		$12.6M Buy
153,140
+20,501
+15% +$1.69M 1.25% 14
2021
Q1 		$10.9M Buy
132,639
+26,955
+26% +$2.23M 1.32% 14
2020
Q4 		$8.76M Buy
105,684
+10,748
+11% +$891K 1.28% 14
2020
Q3 		$7.88M Buy
94,936
+18,212
+24% +$1.51M 1.42% 13
2020
Q2 		$6.38M Buy
76,724
+13,235
+21% +$1.09M 1.36% 13
2020
Q1 		$5.22M Buy
63,489
+5,749
+10% +$467K 1.44% 12
2019
Q4 		$4.66M Buy
57,740
+10,637
+23% +$858K 1.29% 14
2019
Q3 		$3.81M Sell
47,103
-76,088
-62% -$6.14M 1.33% 14
2019
Q2 		$3.42M Sell
123,191
-459
-0.4% -$36.6K 1.36% 14
2019
Q1 		$2.74M Buy
123,650
+95,167
+334% +$7.51M 1.31% 15
2018
Q4 		$2.24M Buy
+28,483
New +$2.22M 1.14% 19

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ellevest Inc's BSV Position: Q1 2026 in Review

Ellevest Inc increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.2% in Q1 2026, buying an estimated $220K and bringing the position to 88,808 shares worth $6.96M. The position accounts for 0.97% of the portfolio, ranked #21.

Ellevest Inc first reported a position in BSV in Q4 2018 and has held it in 30 quarters since. The position peaked at $21.4M in Q4 2024. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Ellevest Inc held 88,808 shares of Vanguard Short-Term Bond ETF worth $6.96M as of Q1 2026.
  • Ellevest Inc bought 2,791 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $220K.
  • Vanguard Short-Term Bond ETF made up 0.97% of Ellevest Inc's portfolio in Q1 2026, its #21 holding.
  • Ellevest Inc first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Ellevest Inc's Vanguard Short-Term Bond ETF position peaked at $21.4M in Q4 2024.
  • 1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.