EK
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Evensky & Katz’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Evensky & Katz’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 		$3.36M Buy
42,878
+3,106
+8% +$245K 0.19% 37
2025
Q4 		$3.13M Buy
39,772
+1,933
+5% +$153K 0.18% 38
2025
Q3 		$2.99M Buy
37,839
+1,867
+5% +$147K 0.17% 38
2025
Q2 		$2.83M Buy
35,972
+2,005
+6% +$157K 0.17% 37
2025
Q1 		$2.66M Buy
33,967
+14,853
+78% +$1.15M 0.18% 38
2024
Q4 		$1.48M Buy
19,114
+3,536
+23% +$274K 0.1% 47
2024
Q3 		$1.23M Buy
15,578
+98
+0.6% +$7.63K 0.08% 50
2024
Q2 		$1.19M Sell
15,480
-734
-5% -$56K 0.08% 49
2024
Q1 		$1.24M Buy
16,214
+993
+7% +$76.2K 0.09% 49
2023
Q4 		$1.17M Sell
15,221
-376
-2% -$28.5K 0.09% 48
2023
Q3 		$1.17M Sell
15,597
-1,616
-9% -$122K 0.1% 46
2023
Q2 		$1.3M Sell
17,213
-1,259
-7% -$96K 0.1% 45
2023
Q1 		$1.41M Buy
18,472
+454
+3% +$34.4K 0.11% 43
2022
Q4 		$1.36M Buy
18,018
+748
+4% +$56.1K 0.12% 46
2022
Q3 		$1.29M Sell
17,270
-188
-1% -$14.4K 0.15% 43
2022
Q2 		$1.34M Sell
17,458
-2,497
-13% -$192K 0.15% 40
2022
Q1 		$1.55M Sell
19,955
-11,375
-36% -$903K 0.15% 38
2021
Q4 		$2.53M Buy
31,330
+11,430
+57% +$930K 0.24% 33
2021
Q3 		$1.63M Sell
19,900
-28,404
-59% -$2.33M 0.17% 36
2021
Q2 		$3.97M Sell
48,304
-820
-2% -$67.5K 0.4% 27
2021
Q1 		$4.04M Sell
49,124
-10,941
-18% -$903K 0.45% 27
2020
Q4 		$4.98M Sell
60,065
-163
-0.3% -$13.5K 0.62% 23
2020
Q3 		$5M Buy
60,228
+14,677
+32% +$1.22M 0.68% 24
2020
Q2 		$3.79M Buy
45,551
+3,226
+8% +$267K 0.55% 24
2020
Q1 		$3.48M Sell
42,325
-5,622
-12% -$457K 0.55% 28
2019
Q4 		$3.87M Sell
47,947
-5,097
-10% -$411K 0.54% 25
2019
Q3 		$4.29M Buy
53,044
+2,066
+4% +$167K 0.59% 25
2019
Q2 		$4.11M Buy
50,978
+3,272
+7% +$261K 0.57% 23
2019
Q1 		$3.8M Buy
+47,706
New +$3.76M 0.53% 26

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

Evensky & Katz's BSV Position: Q1 2026 in Review

Evensky & Katz increased its Vanguard Short-Term Bond ETF (BSV) stake by 7.8% in Q1 2026, buying an estimated $245K and bringing the position to 42,878 shares worth $3.36M. The position accounts for 0.19% of the portfolio, ranked #37.

Evensky & Katz first reported a position in BSV in Q1 2019 and has held it in 29 quarters since. The position peaked at $5M in Q3 2020. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Evensky & Katz held 42,878 shares of Vanguard Short-Term Bond ETF worth $3.36M as of Q1 2026.
  • Evensky & Katz bought 3,106 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $245K.
  • Vanguard Short-Term Bond ETF made up 0.19% of Evensky & Katz's portfolio in Q1 2026, its #37 holding.
  • Evensky & Katz first reported a position in Vanguard Short-Term Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • Evensky & Katz's Vanguard Short-Term Bond ETF position peaked at $5M in Q3 2020.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Evensky & Katz's 13F filing for Q1 2026, filed 22 Apr 2026.