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 Q3	$495K	Buy	6,484 +3,009	+87%	+$233K	0.21%	60
2026 Q2	$271K	Buy	+3,475	New	+$271K	0.11%	80

Other funds holding BSV

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

International City Management Association Retirement Corp Washington, District of Columbia $444M AUM 8.54% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

EPIQ Partners's BSV Position: Q3 2026 in Review

EPIQ Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 87% in Q3 2026, buying an estimated $233K and bringing the position to 6,484 shares worth $495K. The position accounts for 0.21% of the portfolio, ranked #60.

EPIQ Partners first reported a position in BSV in Q2 2026 and has held it in 2 quarters since. 467 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

EPIQ Partners held 6,484 shares of Vanguard Short-Term Bond ETF worth $495K as of Q3 2026.
EPIQ Partners bought 3,009 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $233K.
Vanguard Short-Term Bond ETF made up 0.21% of EPIQ Partners's portfolio in Q3 2026, its #60 holding.
EPIQ Partners first reported a position in Vanguard Short-Term Bond ETF in Q2 2026 and has held it in 2 quarters since.
467 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on EPIQ Partners's 13F filing for Q3 2026, filed 7 Oct 2026.