Hengehold Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Hengehold Capital 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 Q2	–	Sell	-14,425	Closed	-$1.13M	–	230
2026 Q1	$1.13M	Buy	+14,425	New	+$1.14M	0.1%	94
2023 Q3	–	Sell	-2,941	Closed	-$222K	–	167
2023 Q2	$222K	Buy	+2,941	New	+$224K	0.03%	156

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hengehold Capital Management's BSV Position: Q2 2026 in Review

Hengehold Capital Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2026, closing a stake of 14,425 shares — an estimated $1.13M sold.

Hengehold Capital Management first reported a position in BSV in Q2 2023 and held it in 2 quarters. The position peaked at $1.13M in Q1 2026. 1,353 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Hengehold Capital Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
Hengehold Capital Management sold 14,425 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.13M.
Hengehold Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and held it in 2 quarters.
Hengehold Capital Management's Vanguard Short-Term Bond ETF position peaked at $1.13M in Q1 2026.
1,353 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Hengehold Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.