Heritage Trust
BSV icon

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

Heritage Trust’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
Q3 		$362K Buy
+4,740
New +$366K 0.03% 257
2017
Q2 		– Sell
-1,859
Closed -$148K – 324
2017
Q1 		$148K Buy
+1,859
New +$148K 0.06% 124

Other funds holding BSV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

Heritage Trust's BSV Position: Q3 2026 in Review

Heritage Trust opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q3 2026: 4,740 shares worth $362K. The stake represents 0.03% of the portfolio and ranks #257 among its holdings. This is a return to the name: Heritage Trust previously reported a position in BSV as recently as Q1 2017.

Heritage Trust first reported a position in BSV in Q1 2017 and has held it in 2 quarters since. 1,203 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Heritage Trust held 4,740 shares of Vanguard Short-Term Bond ETF worth $362K as of Q3 2026.
  • Vanguard Short-Term Bond ETF was a new Heritage Trust position in Q3 2026.
  • Vanguard Short-Term Bond ETF made up 0.03% of Heritage Trust's portfolio in Q3 2026, its #257 holding.
  • Heritage Trust first reported a position in Vanguard Short-Term Bond ETF in Q1 2017 and has held it in 2 quarters since.
  • 1,203 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Heritage Trust's 13F filing for Q3 2026, filed 9 Nov 2026.