EPIQ Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

EPIQ Partners’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	$271K	Buy	+3,475	New	+$271K	0.11%	80

Other funds holding BSV

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

EPIQ Partners's BSV Position: Q2 2026 in Review

EPIQ Partners opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 3,475 shares worth $271K. The stake represents 0.11% of the portfolio and ranks #80 among its holdings.

308 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

EPIQ Partners held 3,475 shares of Vanguard Short-Term Bond ETF worth $271K as of Q2 2026.
Vanguard Short-Term Bond ETF was a new EPIQ Partners position in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.11% of EPIQ Partners's portfolio in Q2 2026, its #80 holding.
308 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on EPIQ Partners's 13F filing for Q2 2026, filed 7 Jul 2026.