EH
BSV icon

Equitable Holdings’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Equitable Holdings’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 		$2.16M Buy
27,407
+12,899
+89% +$1.02M 0.01% 696
2025
Q4 		$1.14M Sell
14,508
-1,443
-9% -$114K 0.01% 815
2025
Q3 		$1.26M Buy
15,951
+3,146
+25% +$247K 0.01% 768
2025
Q2 		$1.01M Buy
12,805
+2,594
+25% +$203K 0.01% 794
2025
Q1 		$799K Sell
10,211
-13,032
-56% -$1.01M 0.01% 780
2024
Q4 		$1.8M Sell
23,243
-3,374
-13% -$262K 0.02% 510
2024
Q3 		$2.09M Sell
26,617
-1,766
-6% -$138K 0.02% 478
2024
Q2 		$2.18M Buy
28,383
+455
+2% +$34.7K 0.02% 433
2024
Q1 		$2.14M Sell
27,928
-241
-0.9% -$18.5K 0.02% 431
2023
Q4 		$2.17M Buy
28,169
+102
+0.4% +$7.72K 0.03% 395
2023
Q3 		$2.11M Sell
28,067
-9,037
-24% -$681K 0.03% 349
2023
Q2 		$2.8M Sell
37,104
-4,208
-10% -$321K 0.04% 282
2023
Q1 		$3.16M Buy
41,312
+2,829
+7% +$214K 0.05% 244
2022
Q4 		$2.9M Sell
38,483
-5,260
-12% -$395K 0.05% 243
2022
Q3 		$3.27M Sell
43,743
-16,213
-27% -$1.24M 0.06% 197
2022
Q2 		$4.6M Sell
59,956
-3,032
-5% -$234K 0.09% 153
2022
Q1 		$4.91M Buy
62,988
+526
+0.8% +$41.8K 0.08% 158
2021
Q4 		$5.05M Buy
62,462
+2,991
+5% +$243K 0.08% 160
2021
Q3 		$4.87M Buy
59,471
+5,361
+10% +$441K 0.08% 147
2021
Q2 		$4.45M Buy
54,110
+202
+0.4% +$16.6K 0.08% 154
2021
Q1 		$4.43M Buy
53,908
+2,142
+4% +$177K 0.09% 152
2020
Q4 		$4.29M Buy
51,766
+7,705
+17% +$638K 0.1% 139
2020
Q3 		$3.66M Buy
44,061
+6,613
+18% +$549K 0.09% 133
2020
Q2 		$3.11M Buy
37,448
+16,183
+76% +$1.34M 0.09% 139
2020
Q1 		$1.75M Buy
21,265
+2,982
+16% +$242K 0.06% 188
2019
Q4 		$1.47M Buy
+18,283
New +$1.48M 0.04% 238

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

Equitable Holdings's BSV Position: Q1 2026 in Review

Equitable Holdings increased its Vanguard Short-Term Bond ETF (BSV) stake by 89% in Q1 2026, buying an estimated $1.02M and bringing the position to 27,407 shares worth $2.16M. The position accounts for 0.01% of the portfolio, ranked #696.

Equitable Holdings first reported a position in BSV in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.05M in Q4 2021. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Equitable Holdings held 27,407 shares of Vanguard Short-Term Bond ETF worth $2.16M as of Q1 2026.
  • Equitable Holdings bought 12,899 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $1.02M.
  • Vanguard Short-Term Bond ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #696 holding.
  • Equitable Holdings first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Equitable Holdings's Vanguard Short-Term Bond ETF position peaked at $5.05M in Q4 2021.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.