Equity Investment Corp’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Equity Investment Corp’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	$822K	Sell	10,545 -1,934	-15%	-$151K	0.02%	60
2026 Q1	$978K	Buy	12,479 +80	+0.6%	+$6.3K	0.02%	56
2025 Q4	$977K	Buy	12,399 +162	+1%	+$12.8K	0.02%	57
2025 Q3	$966K	Buy	12,237 +119	+1%	+$9.36K	0.02%	55
2025 Q2	$954K	Buy	12,118 +114	+0.9%	+$8.91K	0.02%	54
2025 Q1	$940K	Buy	12,004 +1,566	+15%	+$122K	0.02%	51
2024 Q4	$807K	Buy	10,438 +4,530	+77%	+$352K	0.02%	52
2024 Q3	$465K	Buy	+5,908	New	+$460K	0.01%	56

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 22.9% 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

Equity Investment Corp's BSV Position: Q2 2026 in Review

Equity Investment Corp reduced its Vanguard Short-Term Bond ETF (BSV) stake by 15% in Q2 2026, selling an estimated $151K and leaving 10,545 shares worth $822K. The position accounts for 0.02% of the portfolio, ranked #60.

Equity Investment Corp first reported a position in BSV in Q3 2024 and has held it in 8 quarters since. The position peaked at $978K in Q1 2026. 1,363 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Equity Investment Corp held 10,545 shares of Vanguard Short-Term Bond ETF worth $822K as of Q2 2026.
Equity Investment Corp sold 1,934 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $151K.
Vanguard Short-Term Bond ETF made up 0.02% of Equity Investment Corp's portfolio in Q2 2026, its #60 holding.
Equity Investment Corp first reported a position in Vanguard Short-Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
Equity Investment Corp's Vanguard Short-Term Bond ETF position peaked at $978K in Q1 2026.
1,363 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Equity Investment Corp's 13F filing for Q2 2026, filed 7 Aug 2026.