FEG
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Fund Evaluation Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Fund Evaluation Group’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 		$92.3M Buy
1,184,318
+1,179,946
+26,989% +$92.1M 2.49% 9
2026
Q1 		$343K Buy
4,372
+98
+2% +$7.72K 0.01% 65
2025
Q4 		$337K Buy
4,274
+846
+25% +$66.7K 0.01% 56
2025
Q3 		$271K Sell
3,428
-6,240
-65% -$491K 0.01% 68
2025
Q2 		$761K Buy
+9,668
New +$756K 0.03% 61

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fund Evaluation Group's BSV Position: Q2 2026 in Review

Fund Evaluation Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 26,989% in Q2 2026, buying an estimated $92.1M and bringing the position to 1,184,318 shares worth $92.3M. The position accounts for 2.49% of the portfolio, ranked #9.

Fund Evaluation Group first reported a position in BSV in Q2 2025 and has held it in 5 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Fund Evaluation Group held 1,184,318 shares of Vanguard Short-Term Bond ETF worth $92.3M as of Q2 2026.
  • Fund Evaluation Group bought 1,179,946 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $92.1M.
  • Vanguard Short-Term Bond ETF made up 2.49% of Fund Evaluation Group's portfolio in Q2 2026, its #9 holding.
  • Fund Evaluation Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Fund Evaluation Group's 13F filing for Q2 2026, filed 7 Aug 2026.