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HUB Investment Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

HUB Investment Partners’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 		$16.3M Buy
208,717
+7,613
+4% +$594K 0.29% 65
2026
Q1 		$15.8M Buy
+201,104
New +$15.8M 0.38% 51
2025
Q4 		– Sell
-3,049
Closed -$241K – 973
2025
Q3 		$241K Sell
3,049
-46
-1% -$3.62K 0.01% 624
2025
Q2 		$244K Buy
3,095
+133
+4% +$10.4K 0.01% 572
2025
Q1 		$232K Buy
2,962
+9
+0.3% +$699 0.01% 514
2024
Q4 		$228K Buy
+2,953
New +$229K 0.01% 472
2024
Q2 		– Sell
-3,407
Closed -$261K – 507
2024
Q1 		$261K Buy
+3,407
New +$261K 0.01% 387
2023
Q2 		– Sell
-2,847
Closed -$218K – 259
2023
Q1 		$218K Buy
+2,847
New +$216K 0.05% 202
2022
Q4 		– Sell
-4,274
Closed -$320K – 135
2022
Q3 		$320K Sell
4,274
-988
-19% -$75.5K 0.1% 134
2022
Q2 		$404K Sell
5,262
-5,062
-49% -$390K 0.13% 117
2022
Q1 		$804K Buy
10,324
+5,601
+119% +$445K 0.19% 100
2021
Q4 		$382K Buy
+4,723
New +$384K 0.09% 133
2021
Q3 		– Sell
-2,524
Closed -$207K – 220
2021
Q2 		$207K Buy
+2,524
New +$208K 0.06% 201

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 22.9% 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

HUB Investment Partners's BSV Position: Q2 2026 in Review

HUB Investment Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.8% in Q2 2026, buying an estimated $594K and bringing the position to 208,717 shares worth $16.3M. The position accounts for 0.29% of the portfolio, ranked #65.

HUB Investment Partners first reported a position in BSV in Q2 2021 and has held it in 13 quarters since. 1,363 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • HUB Investment Partners held 208,717 shares of Vanguard Short-Term Bond ETF worth $16.3M as of Q2 2026.
  • HUB Investment Partners bought 7,613 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $594K.
  • Vanguard Short-Term Bond ETF made up 0.29% of HUB Investment Partners's portfolio in Q2 2026, its #65 holding.
  • HUB Investment Partners first reported a position in Vanguard Short-Term Bond ETF in Q2 2021 and has held it in 13 quarters since.
  • 1,363 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.