Independent Family Office’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Independent Family Office’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 Q1	$830K	Sell	10,582 -3,425	-24%	-$270K	0.34%	44
2025 Q4	$1.1M	Sell	14,007 -375	-3%	-$29.6K	0.46%	39
2025 Q3	$1.13M	Sell	14,382 -1,310	-8%	-$103K	0.48%	36
2025 Q2	$1.23M	Buy	15,692 +1,133	+8%	+$88.6K	0.57%	32
2025 Q1	$1.14M	Sell	14,559 -420	-3%	-$32.6K	0.6%	30
2024 Q4	$1.16M	Buy	14,979 +640	+4%	+$49.7K	0.6%	31
2024 Q3	$1.12M	Buy	14,339 +2,992	+26%	+$233K	0.56%	33
2024 Q2	$869K	Sell	11,347 -1,760	-13%	-$134K	0.5%	37
2024 Q1	$1M	Buy	13,107 +2,353	+22%	+$180K	0.54%	34
2023 Q4	$828K	Hold	10,754	–	–	0.47%	39
2023 Q3	$808K	Buy	10,754 +2,277	+27%	+$172K	0.5%	35
2023 Q2	$641K	Hold	8,477	–	–	0.39%	41
2023 Q1	$648K	Buy	8,477 +440	+5%	+$33.3K	0.37%	42
2022 Q4	$605K	Sell	8,037 -4,280	-35%	-$321K	0.36%	42
2022 Q3	$922K	Hold	12,317	–	–	0.45%	32
2022 Q2	$947	Buy	+12,317	New	+$949K	0.47%	30

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Independent Family Office's BSV Position: Q1 2026 in Review

Independent Family Office reduced its Vanguard Short-Term Bond ETF (BSV) stake by 24% in Q1 2026, selling an estimated $270K and leaving 10,582 shares worth $830K. The position accounts for 0.34% of the portfolio, ranked #44.

Independent Family Office first reported a position in BSV in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.23M in Q2 2025. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Independent Family Office held 10,582 shares of Vanguard Short-Term Bond ETF worth $830K as of Q1 2026.
Independent Family Office sold 3,425 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $270K.
Vanguard Short-Term Bond ETF made up 0.34% of Independent Family Office's portfolio in Q1 2026, its #44 holding.
Independent Family Office first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 16 quarters since.
Independent Family Office's Vanguard Short-Term Bond ETF position peaked at $1.23M in Q2 2025.
1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.