Hardy Reed’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Hardy Reed’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	$1.86M	Sell	23,666 -993	-4%	-$78.2K	0.14%	67
2025 Q4	$1.94M	Sell	24,659 -969	-4%	-$76.4K	0.14%	61
2025 Q3	$2.02M	Buy	25,628 +807	+3%	+$63.5K	0.15%	61
2025 Q2	$1.95M	Sell	24,821 -12	-0%	-$938	0.16%	61
2025 Q1	$1.94M	Buy	24,833 +9,336	+60%	+$725K	0.17%	57
2024 Q4	$1.2M	Sell	15,497 -402	-3%	-$31.2K	0.11%	82
2024 Q3	$1.25M	Sell	15,899 -387	-2%	-$30.1K	0.11%	84
2024 Q2	$1.25M	Sell	16,286 -2,188	-12%	-$167K	0.13%	81
2024 Q1	$1.42M	Sell	18,474 -2,157	-10%	-$165K	0.18%	37
2023 Q4	$1.59M	Sell	20,631 -876	-4%	-$66.3K	0.22%	34
2023 Q3	$1.62M	Buy	21,507 +174	+0.8%	+$13.1K	0.29%	25
2023 Q2	$1.61M	Sell	21,333 -1,278	-6%	-$97.4K	0.28%	25
2023 Q1	$1.73M	Sell	22,611 -87	-0.4%	-$6.59K	0.3%	30
2022 Q4	$1.71M	Buy	22,698 +2,811	+14%	+$211K	0.32%	29
2022 Q3	$1.49M	Sell	19,887 -1,058	-5%	-$80.8K	0.33%	22
2022 Q2	$1.61M	Buy	+20,945	New	+$1.61M	0.34%	23

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

Hardy Reed's BSV Position: Q1 2026 in Review

Hardy Reed reduced its Vanguard Short-Term Bond ETF (BSV) stake by 4% in Q1 2026, selling an estimated $78.2K and leaving 23,666 shares worth $1.86M. The position accounts for 0.14% of the portfolio, ranked #67.

Hardy Reed first reported a position in BSV in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.02M in Q3 2025. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Hardy Reed held 23,666 shares of Vanguard Short-Term Bond ETF worth $1.86M as of Q1 2026.
Hardy Reed sold 993 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $78.2K.
Vanguard Short-Term Bond ETF made up 0.14% of Hardy Reed's portfolio in Q1 2026, its #67 holding.
Hardy Reed first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 16 quarters since.
Hardy Reed's Vanguard Short-Term Bond ETF position peaked at $2.02M in Q3 2025.
1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.