Gotham Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Gotham Asset Management’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	$1.28M	Buy	16,292 +4,394	+37%	+$346K	﹤0.01%	1240
2025 Q4	$938K	Buy	+11,898	New	+$939K	﹤0.01%	1278
2023 Q4	–	Sell	-56,438	Closed	-$4.24M	–	1339
2023 Q3	$4.24M	Buy	56,438 +4,460	+9%	+$336K	0.09%	319
2023 Q2	$3.93M	Buy	51,978 +352	+0.7%	+$26.8K	0.09%	318
2023 Q1	$3.95M	Hold	51,626	–	–	0.1%	272
2022 Q4	$3.89M	Sell	51,626 -1,601	-3%	-$120K	0.11%	230
2022 Q3	$3.98M	Buy	+53,227	New	+$4.07M	0.12%	203

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gotham Asset Management's BSV Position: Q1 2026 in Review

Gotham Asset Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 37% in Q1 2026, buying an estimated $346K and bringing the position to 16,292 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Gotham Asset Management first reported a position in BSV in Q3 2022 and has held it in 7 quarters since. The position peaked at $4.24M in Q3 2023. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Gotham Asset Management held 16,292 shares of Vanguard Short-Term Bond ETF worth $1.28M as of Q1 2026.
Gotham Asset Management bought 4,394 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $346K.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Gotham Asset Management's portfolio in Q1 2026, its #1240 holding.
Gotham Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and has held it in 7 quarters since.
Gotham Asset Management's Vanguard Short-Term Bond ETF position peaked at $4.24M in Q3 2023.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.