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 Q2	$1.44M	Buy	18,432 +7,850	+74%	+$613K	0.58%	29
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	$947K	Buy	+12,317	New	+$949K	0.47%	30

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

Independent Family Office's BSV Position: Q2 2026 in Review

Independent Family Office increased its Vanguard Short-Term Bond ETF (BSV) stake by 74% in Q2 2026, buying an estimated $613K and bringing the position to 18,432 shares worth $1.44M. The position accounts for 0.58% of the portfolio, ranked #29.

Independent Family Office first reported a position in BSV in Q2 2022 and has held it in 17 quarters since. 1,360 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Independent Family Office held 18,432 shares of Vanguard Short-Term Bond ETF worth $1.44M as of Q2 2026.
Independent Family Office bought 7,850 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $613K.
Vanguard Short-Term Bond ETF made up 0.58% of Independent Family Office's portfolio in Q2 2026, its #29 holding.
Independent Family Office first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 17 quarters since.
1,360 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.