Hohimer Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Hohimer Wealth 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	$7.37M	Buy	94,627 +25,404	+37%	+$1.98M	0.74%	27
2026 Q1	$5.43M	Buy	69,223 +18,993	+38%	+$1.5M	0.64%	34
2025 Q4	$3.96M	Sell	50,230 -4,646	-8%	-$367K	0.53%	58
2025 Q3	$4.33M	Sell	54,876 -33,929	-38%	-$2.67M	0.61%	48
2025 Q2	$6.99M	Sell	88,805 -113,289	-56%	-$8.86M	1.24%	13
2025 Q1	$15.8M	Sell	202,094 -106,455	-35%	-$8.26M	3.08%	3
2024 Q4	$23.8M	Buy	308,549 +256,667	+495%	+$19.9M	4.49%	2
2024 Q3	$4.08M	Sell	51,882 -1,697	-3%	-$132K	0.88%	41
2024 Q2	$4.11M	Sell	53,579 -3,179	-6%	-$243K	0.95%	30
2024 Q1	$4.35M	Buy	56,758 +11,238	+25%	+$862K	1.02%	24
2023 Q4	$3.51M	Buy	45,520 +4,690	+11%	+$355K	0.89%	36
2023 Q3	$3.07M	Buy	40,830 +3,825	+10%	+$288K	0.88%	38
2023 Q2	$2.8M	Buy	37,005 +4,323	+13%	+$329K	0.77%	46
2023 Q1	$2.5M	Buy	+32,682	New	+$2.48M	0.72%	53

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

Hohimer Wealth Management's BSV Position: Q2 2026 in Review

Hohimer Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 37% in Q2 2026, buying an estimated $1.98M and bringing the position to 94,627 shares worth $7.37M. The position accounts for 0.74% of the portfolio, ranked #27.

Hohimer Wealth Management first reported a position in BSV in Q1 2023 and has held it in 14 quarters since. The position peaked at $23.8M in Q4 2024. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Hohimer Wealth Management held 94,627 shares of Vanguard Short-Term Bond ETF worth $7.37M as of Q2 2026.
Hohimer Wealth Management bought 25,404 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.98M.
Vanguard Short-Term Bond ETF made up 0.74% of Hohimer Wealth Management's portfolio in Q2 2026, its #27 holding.
Hohimer Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and has held it in 14 quarters since.
Hohimer Wealth Management's Vanguard Short-Term Bond ETF position peaked at $23.8M in Q4 2024.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.