First Merchants Corp’s Vanguard Short-Term Bond ETF BSV Stock Holding History

First Merchants 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	$67.9M	Sell	871,815 -11,584	-1%	-$904K	2.39%	6
2026 Q1	$69.3M	Buy	883,399 +74,086	+9%	+$5.83M	2.63%	5
2025 Q4	$63.8M	Buy	809,313 +30,804	+4%	+$2.43M	2.36%	6
2025 Q3	$61.4M	Buy	778,509 +29,056	+4%	+$2.28M	2.32%	6
2025 Q2	$59M	Buy	749,453 +12,559	+2%	+$982K	2.28%	6
2025 Q1	$57.7M	Buy	736,894 +584,174	+383%	+$45.3M	2.3%	5
2024 Q4	$11.8M	Buy	152,720 +21,611	+16%	+$1.68M	0.45%	59
2024 Q3	$10.3M	Buy	131,109 +8,160	+7%	+$636K	0.39%	67
2024 Q2	$9.43M	Sell	122,949 -195	-0.2%	-$14.9K	0.38%	72
2024 Q1	$9.44M	Sell	123,144 -25,437	-17%	-$1.95M	0.71%	47
2023 Q4	$11.4M	Buy	148,581 +8,094	+6%	+$613K	0.94%	29
2023 Q3	$10.6M	Buy	140,487 +2,374	+2%	+$179K	0.94%	30
2023 Q2	$10.4M	Buy	138,113 +3,556	+3%	+$271K	0.88%	30
2023 Q1	$10.3M	Sell	134,557 -26,928	-17%	-$2.04M	0.92%	28
2022 Q4	$12.2M	Buy	161,485 +81,421	+102%	+$6.11M	1.11%	25
2022 Q3	$5.99M	Buy	80,064 +40,353	+102%	+$3.08M	0.6%	54
2022 Q2	$3.05M	Buy	+39,711	New	+$3.06M	0.3%	107
2021 Q1	–	Sell	-3,165	Closed	-$262K	–	246
2020 Q4	$262K	Sell	3,165 -111	-3%	-$9.2K	0.02%	229
2020 Q3	$272K	Buy	3,276 +71	+2%	+$5.9K	0.02%	228
2020 Q2	$266K	Hold	3,205	–	–	0.02%	212
2020 Q1	$263K	Buy	3,205 +615	+24%	+$49.9K	0.03%	209
2019 Q4	$209K	Sell	2,590 -200	-7%	-$16.1K	0.02%	246
2019 Q3	$225K	Sell	2,790 -250	-8%	-$20.2K	0.02%	252
2019 Q2	$245K	Sell	3,040 -1,565	-34%	-$125K	0.04%	194
2019 Q1	$367K	Sell	4,605 -135	-3%	-$10.7K	0.06%	171
2018 Q4	$372K	Hold	4,740	–	–	0.07%	164
2018 Q3	$370K	Hold	4,740	–	–	0.06%	174
2018 Q2	$371K	Sell	4,740 -250	-5%	-$19.5K	0.06%	173
2018 Q1	$391K	Sell	4,990 -395	-7%	-$31K	0.07%	174
2017 Q4	$426K	Hold	5,385	–	–	0.07%	176
2017 Q3	$430K	Buy	+5,385	New	+$431K	0.07%	177

Other funds holding BSV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

First Merchants Corp's BSV Position: Q2 2026 in Review

First Merchants Corp reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.3% in Q2 2026, selling an estimated $904K and leaving 871,815 shares worth $67.9M. The position accounts for 2.39% of the portfolio, ranked #6.

First Merchants Corp first reported a position in BSV in Q3 2017 and has held it in 31 quarters since. The position peaked at $69.3M in Q1 2026. 248 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

First Merchants Corp held 871,815 shares of Vanguard Short-Term Bond ETF worth $67.9M as of Q2 2026.
First Merchants Corp sold 11,584 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $904K.
Vanguard Short-Term Bond ETF made up 2.39% of First Merchants Corp's portfolio in Q2 2026, its #6 holding.
First Merchants Corp first reported a position in Vanguard Short-Term Bond ETF in Q3 2017 and has held it in 31 quarters since.
First Merchants Corp's Vanguard Short-Term Bond ETF position peaked at $69.3M in Q1 2026.
248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on First Merchants Corp's 13F filing for Q2 2026, filed 15 Jul 2026.