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HTG Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

HTG Investment Advisors’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 		$12M Sell
154,196
-57,143
-27% -$4.46M 3.08% 13
2026
Q1 		$16.6M Sell
211,339
-16,057
-7% -$1.26M 4.71% 7
2025
Q4 		$17.9M Buy
227,396
+13,982
+7% +$1.1M 5.51% 6
2025
Q3 		$16.8M Buy
213,414
+9,860
+5% +$775K 5.67% 7
2025
Q2 		$16M Buy
203,554
+7,413
+4% +$580K 5.96% 7
2025
Q1 		$15.4M Buy
196,141
+5,560
+3% +$432K 6.4% 7
2024
Q4 		$14.7M Buy
190,581
+38,212
+25% +$2.97M 6.74% 7
2024
Q3 		$12M Buy
152,369
+27,864
+22% +$2.17M 5.66% 7
2024
Q2 		$9.55M Buy
124,505
+19,118
+18% +$1.46M 5.15% 7
2024
Q1 		$8.08M Buy
105,387
+17,486
+20% +$1.34M 4.68% 7
2023
Q4 		$6.77M Buy
87,901
+18,731
+27% +$1.42M 4.42% 7
2023
Q3 		$5.2M Buy
69,170
+3,161
+5% +$238K 4.17% 8
2023
Q2 		$4.99M Buy
66,009
+3,840
+6% +$293K 4.12% 7
2023
Q1 		$4.76M Buy
62,169
+4,611
+8% +$349K 4.33% 7
2022
Q4 		$4.33M Buy
+57,558
New +$4.32M 4.38% 7

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

HTG Investment Advisors's BSV Position: Q2 2026 in Review

HTG Investment Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 27% in Q2 2026, selling an estimated $4.46M and leaving 154,196 shares worth $12M. The position accounts for 3.08% of the portfolio, ranked #13.

HTG Investment Advisors first reported a position in BSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.9M in Q4 2025. 1,359 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • HTG Investment Advisors held 154,196 shares of Vanguard Short-Term Bond ETF worth $12M as of Q2 2026.
  • HTG Investment Advisors sold 57,143 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $4.46M.
  • Vanguard Short-Term Bond ETF made up 3.08% of HTG Investment Advisors's portfolio in Q2 2026, its #13 holding.
  • HTG Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • HTG Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $17.9M in Q4 2025.
  • 1,359 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.