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Hazlett, Burt & Watson’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Hazlett, Burt & Watson’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 		$117K Hold
1,495
– – 0.03% 342
2026
Q1 		$118K Buy
1,495
+1,270
+564% +$100K 0.04% 320
2025
Q4 		$18K Hold
225
– – 0.01% 608
2025
Q3 		$18K Buy
225
+125
+125% +$9.83K 0.01% 578
2025
Q2 		$8K Hold
100
– – ﹤0.01% 610
2025
Q1 		$8K Sell
100
-287
-74% -$22.3K ﹤0.01% 600
2024
Q4 		$30K Buy
387
+100
+35% +$7.76K 0.01% 420
2024
Q3 		$23K Hold
287
– – 0.01% 444
2024
Q2 		$22K Hold
287
– – 0.01% 435
2024
Q1 		$22K Sell
287
-179
-38% -$13.7K 0.01% 417
2023
Q4 		$36K Sell
466
-737
-61% -$55.8K 0.02% 350
2023
Q3 		$91K Buy
1,203
+684
+132% +$51.6K 0.07% 227
2023
Q2 		$39K Buy
+519
New +$39.6K 0.03% 335

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

Hazlett, Burt & Watson's BSV Position: Q2 2026 in Review

Hazlett, Burt & Watson held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 1,495 shares worth $117K. The position accounts for 0.03% of the portfolio, ranked #342.

Hazlett, Burt & Watson first reported a position in BSV in Q2 2023 and has held it in 13 quarters since. The position peaked at $118K in Q1 2026. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Hazlett, Burt & Watson held 1,495 shares of Vanguard Short-Term Bond ETF worth $117K as of Q2 2026.
  • Hazlett, Burt & Watson left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Bond ETF made up 0.03% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #342 holding.
  • Hazlett, Burt & Watson first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Hazlett, Burt & Watson's Vanguard Short-Term Bond ETF position peaked at $118K in Q1 2026.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.