EFS
BSV icon

Essex Financial Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Essex Financial 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
Q1 		$1.18M Buy
15,056
+80
+0.5% +$6.3K 0.07% 253
2025
Q4 		$1.18M Buy
14,976
+71
+0.5% +$5.6K 0.07% 244
2025
Q3 		$1.18M Buy
14,905
+1,182
+9% +$92.9K 0.07% 235
2025
Q2 		$1.08M Sell
13,723
-425
-3% -$33.2K 0.07% 237
2025
Q1 		$1.11M Sell
14,148
-459
-3% -$35.6K 0.08% 213
2024
Q4 		$1.13M Buy
14,607
+725
+5% +$56.3K 0.08% 214
2024
Q3 		$1.08M Buy
13,882
+300
+2% +$23.4K 0.08% 222
2024
Q2 		$1.06M Buy
13,582
+434
+3% +$33.1K 0.08% 224
2024
Q1 		$1.01M Buy
13,148
+743
+6% +$57K 0.09% 208
2023
Q4 		$955K Buy
12,405
+1,325
+12% +$100K 0.1% 198
2023
Q3 		$833K Sell
11,080
-1,309
-11% -$98.7K 0.1% 199
2023
Q2 		$936K Buy
12,389
+1,333
+12% +$102K 0.11% 181
2023
Q1 		$846K Buy
11,056
+506
+5% +$38.3K 0.09% 203
2022
Q4 		$794K Buy
10,550
+1,547
+17% +$116K 0.08% 214
2022
Q3 		$674K Sell
9,003
-95
-1% -$7.26K 0.08% 215
2022
Q2 		$699K Buy
9,098
+422
+5% +$32.5K 0.08% 226
2022
Q1 		$676K Buy
8,676
+1,643
+23% +$130K 0.06% 243
2021
Q4 		$569K Buy
7,033
+591
+9% +$48.1K 0.06% 263
2021
Q3 		$528K Sell
6,442
-3,357
-34% -$276K 0.06% 261
2021
Q2 		$805K Hold
9,799
– – 0.12% 182
2021
Q1 		$805K Buy
9,799
+3,408
+53% +$281K 0.14% 153
2020
Q4 		$530K Buy
6,391
+675
+12% +$55.9K 0.1% 181
2020
Q3 		$475K Buy
+5,716
New +$475K 0.12% 168
2013
Q4 		– Sell
-4,227
Closed -$340 – 286
2013
Q3 		$340 Sell
4,227
-500
-11% -$40.1K 0.11% 175
2013
Q2 		$378K Buy
+4,727
New +$382K 0.13% 159

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

Essex Financial Services's BSV Position: Q1 2026 in Review

Essex Financial Services increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.53% in Q1 2026, buying an estimated $6.3K and bringing the position to 15,056 shares worth $1.18M. The position accounts for 0.07% of the portfolio, ranked #253.

Essex Financial Services first reported a position in BSV in Q2 2013 and has held it in 25 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Essex Financial Services held 15,056 shares of Vanguard Short-Term Bond ETF worth $1.18M as of Q1 2026.
  • Essex Financial Services bought 80 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $6.3K.
  • Vanguard Short-Term Bond ETF made up 0.07% of Essex Financial Services's portfolio in Q1 2026, its #253 holding.
  • Essex Financial Services first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 25 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.