HM Payson & Co’s Vanguard Short-Term Bond ETF BSV Stock Holding History

HM Payson & Co’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	$15.1K	Buy	194 +2	+1%	+$156	﹤0.01%	885
2026 Q1	$15.1K	Buy	192 +1	+0.5%	+$79	﹤0.01%	874
2025 Q4	$15K	Buy	191 +59	+45%	+$4.66K	﹤0.01%	877
2025 Q3	$10.4K	Buy	132 +2	+2%	+$157	﹤0.01%	900
2025 Q2	$10.3K	Buy	+130	New	+$10.2K	﹤0.01%	851
2023 Q2	–	Sell	-44,976	Closed	-$3.44M	–	1008
2023 Q1	$3.44M	Hold	44,976	–	–	0.08%	114
2022 Q4	$3.39M	Sell	44,976 -6,257	-12%	-$469K	0.08%	114
2022 Q3	$3.83M	Buy	51,233 +4,650	+10%	+$355K	0.11%	110
2022 Q2	$3.58M	Sell	46,583 -632	-1%	-$48.7K	0.09%	113
2022 Q1	$3.68M	Sell	47,215 -5,665	-11%	-$450K	0.08%	120
2021 Q4	$4.27M	Buy	52,880 +6,647	+14%	+$541K	0.09%	118
2021 Q3	$3.79M	Sell	46,233 -75	-0.2%	-$6.16K	0.09%	124
2021 Q2	$3.81M	Sell	46,308 -3,825	-8%	-$315K	0.09%	125
2021 Q1	$4.12M	Buy	50,133 +11,611	+30%	+$959K	0.11%	115
2020 Q4	$3.19M	Hold	38,522	–	–	0.09%	127
2020 Q3	$3.2M	Buy	38,522 +1,000	+3%	+$83.1K	0.1%	116
2020 Q2	$3.12M	Buy	37,522 +1,550	+4%	+$128K	0.1%	112
2020 Q1	$2.96M	Buy	35,972 +129	+0.4%	+$10.5K	0.12%	103
2019 Q4	$2.89M	Buy	35,843 +1,260	+4%	+$102K	0.09%	122
2019 Q3	$2.79M	Buy	34,583 +100	+0.3%	+$8.07K	0.1%	124
2019 Q2	$2.78M	Sell	34,483 -1,228	-3%	-$97.9K	0.1%	128
2019 Q1	$2.84M	Buy	+35,711	New	+$2.82M	0.11%	121
2018 Q4	–	Sell	-42,072	Closed	-$3.28M	–	180
2018 Q3	$3.28M	Buy	42,072 +129	+0.3%	+$10.1K	0.15%	106
2018 Q2	$3.28M	Sell	41,943 -7,827	-16%	-$612K	0.14%	107
2018 Q1	$3.9M	Sell	49,770 -2,427	-5%	-$191K	0.16%	106
2017 Q4	$4.13M	Buy	52,197 +18,168	+53%	+$1.44M	0.17%	107
2017 Q3	$2.72M	Hold	34,029	–	–	0.12%	124
2017 Q2	$2.72M	Buy	34,029 +2,127	+7%	+$170K	0.12%	120
2017 Q1	$2.54M	Sell	31,902 -6,003	-16%	-$478K	0.12%	126
2016 Q4	$3.01M	Buy	37,905 +250	+0.7%	+$20K	0.14%	113
2016 Q3	$3.04M	Hold	37,655	–	–	0.15%	114
2016 Q2	$3.05M	Hold	37,655	–	–	0.15%	108
2016 Q1	$3.04M	Hold	37,655	–	–	0.16%	107
2015 Q4	$3M	Hold	37,655	–	–	0.15%	113
2015 Q3	$3.03M	Hold	37,655	–	–	0.16%	111
2015 Q2	$3.02M	Sell	37,655 -490	-1%	-$39.3K	0.15%	120
2015 Q1	$3.07M	Buy	38,145 +500	+1%	+$40.1K	0.15%	117
2014 Q4	$3.01M	Hold	37,645	–	–	0.15%	113
2014 Q3	$3.01M	Buy	37,645 +560	+2%	+$44.9K	0.15%	112
2014 Q2	$2.98M	Hold	37,085	–	–	0.15%	112
2014 Q1	$2.97M	Buy	37,085 +855	+2%	+$68.6K	0.16%	112
2013 Q4	$2.9M	Buy	36,230 +1,130	+3%	+$90.8K	0.16%	113
2013 Q3	$2.82M	Sell	35,100 -67	-0.2%	-$5.37K	0.16%	110
2013 Q2	$2.82M	Buy	+35,167	New	+$2.84M	0.17%	108

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

HM Payson & Co's BSV Position: Q2 2026 in Review

HM Payson & Co increased its Vanguard Short-Term Bond ETF (BSV) stake by 1% in Q2 2026, buying an estimated $156 and bringing the position to 194 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

HM Payson & Co first reported a position in BSV in Q2 2013 and has held it in 44 quarters since. The position peaked at $4.27M in Q4 2021. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

HM Payson & Co held 194 shares of Vanguard Short-Term Bond ETF worth $15.1K as of Q2 2026.
HM Payson & Co bought 2 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $156.
Vanguard Short-Term Bond ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #885 holding.
HM Payson & Co first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 44 quarters since.
HM Payson & Co's Vanguard Short-Term Bond ETF position peaked at $4.27M in Q4 2021.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.