J. Safra Sarasin Holding’s Vanguard Short-Term Bond ETF BSV Stock Holding History

J. Safra Sarasin Holding’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	$1.95M	Hold	25,000	–	–	0.03%	272
2026 Q1	$1.96M	Hold	25,000	–	–	0.03%	207
2025 Q4	$1.97M	Hold	25,000	–	–	0.03%	203
2025 Q3	$1.97M	Hold	25,000	–	–	0.03%	216
2025 Q2	$1.97M	Hold	25,000	–	–	0.03%	221
2025 Q1	$1.96M	Hold	25,000	–	–	0.04%	225
2024 Q4	$1.93M	Hold	25,000	–	–	0.03%	223
2024 Q3	$1.97M	Hold	25,000	–	–	0.03%	213
2024 Q2	$1.92M	Buy	+25,000	New	+$1.91M	0.04%	228

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

J. Safra Sarasin Holding's BSV Position: Q2 2026 in Review

J. Safra Sarasin Holding held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 25,000 shares worth $1.95M. The position accounts for 0.03% of the portfolio, ranked #272.

J. Safra Sarasin Holding first reported a position in BSV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.97M in Q3 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

J. Safra Sarasin Holding held 25,000 shares of Vanguard Short-Term Bond ETF worth $1.95M as of Q2 2026.
J. Safra Sarasin Holding left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.03% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #272 holding.
J. Safra Sarasin Holding first reported a position in Vanguard Short-Term Bond ETF in Q2 2024 and has held it in 9 quarters since.
J. Safra Sarasin Holding's Vanguard Short-Term Bond ETF position peaked at $1.97M in Q3 2025.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.