ESL Trust Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

ESL Trust Services’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	$139K	Hold	1,780	–	–	0.02%	88
2026 Q1	$140K	Sell	1,780 -455	-20%	-$35.8K	0.03%	82
2025 Q4	$176K	Hold	2,235	–	–	0.03%	73
2025 Q3	$176K	Hold	2,235	–	–	0.03%	72
2025 Q2	$176K	Buy	2,235 +500	+29%	+$39.1K	0.04%	69
2025 Q1	$136K	Buy	1,735 +400	+30%	+$31.1K	0.03%	78
2024 Q4	$103K	Hold	1,335	–	–	0.02%	88
2024 Q3	$105K	Buy	+1,335	New	+$104K	0.02%	34

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 22.96% 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

ESL Trust Services's BSV Position: Q2 2026 in Review

ESL Trust Services held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 1,780 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #88.

ESL Trust Services first reported a position in BSV in Q3 2024 and has held it in 8 quarters since. The position peaked at $176K in Q3 2025. 1,353 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

ESL Trust Services held 1,780 shares of Vanguard Short-Term Bond ETF worth $139K as of Q2 2026.
ESL Trust Services left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.02% of ESL Trust Services's portfolio in Q2 2026, its #88 holding.
ESL Trust Services first reported a position in Vanguard Short-Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
ESL Trust Services's Vanguard Short-Term Bond ETF position peaked at $176K in Q3 2025.
1,353 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on ESL Trust Services's 13F filing for Q2 2026, filed 13 Aug 2026.