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Haverford Trust Company’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Haverford Trust Company’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 		$4.15M Hold
53,310
– – 0.04% 141
2026
Q1 		$4.18M Sell
53,310
-660
-1% -$52K 0.04% 129
2025
Q4 		$4.25M Buy
53,970
+660
+1% +$52.1K 0.04% 128
2025
Q3 		$4.21M Hold
53,310
– – 0.04% 127
2025
Q2 		$4.2M Hold
53,310
– – 0.04% 130
2025
Q1 		$4.17M Hold
53,310
– – 0.04% 129
2024
Q4 		$4.12M Sell
53,310
-3,000
-5% -$233K 0.04% 127
2024
Q3 		$4.43M Buy
56,310
+1,460
+3% +$114K 0.04% 127
2024
Q2 		$4.21M Buy
54,850
+233
+0.4% +$17.8K 0.04% 127
2024
Q1 		$4.19M Hold
54,617
– – 0.04% 128
2023
Q4 		$4.21M Buy
54,617
+1,540
+3% +$117K 0.05% 117
2023
Q3 		$3.99M Sell
53,077
-250
-0.5% -$18.8K 0.05% 114
2023
Q2 		$4.03M Sell
53,327
-100
-0.2% -$7.62K 0.05% 117
2023
Q1 		$4.09M Buy
53,427
+350
+0.7% +$26.5K 0.05% 115
2022
Q4 		$4M Hold
53,077
– – 0.05% 112
2022
Q3 		$3.98M Sell
53,077
-473
-0.9% -$36.1K 0.05% 112
2022
Q2 		$4.11M Hold
53,550
– – 0.05% 112
2022
Q1 		$4.17M Hold
53,550
– – 0.05% 119
2021
Q4 		$4.33M Sell
53,550
-8
-0% -$651 0.05% 118
2021
Q3 		$4.39M Sell
53,558
-216
-0.4% -$17.8K 0.05% 115
2021
Q2 		$4.42M Buy
+53,774
New +$4.42M 0.05% 116
2019
Q2 		– Sell
-2,902
Closed -$231K – 293
2019
Q1 		$231K Buy
+2,902
New +$229K ﹤0.01% 271

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

Haverford Trust Company's BSV Position: Q2 2026 in Review

Haverford Trust Company held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 53,310 shares worth $4.15M. The position accounts for 0.04% of the portfolio, ranked #141.

Haverford Trust Company first reported a position in BSV in Q1 2019 and has held it in 22 quarters since. The position peaked at $4.43M in Q3 2024. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Haverford Trust Company held 53,310 shares of Vanguard Short-Term Bond ETF worth $4.15M as of Q2 2026.
  • Haverford Trust Company left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Bond ETF made up 0.04% of Haverford Trust Company's portfolio in Q2 2026, its #141 holding.
  • Haverford Trust Company first reported a position in Vanguard Short-Term Bond ETF in Q1 2019 and has held it in 22 quarters since.
  • Haverford Trust Company's Vanguard Short-Term Bond ETF position peaked at $4.43M in Q3 2024.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.