Jacobsen Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Jacobsen Capital Management’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	$2.62M	Buy	33,402 +928	+3%	+$73.1K	0.88%	18
2025 Q4	$2.56M	Buy	32,474 +680	+2%	+$53.6K	0.84%	18
2025 Q3	$2.51M	Sell	31,794 -1,302	-4%	-$102K	0.85%	18
2025 Q2	$2.6M	Sell	33,096 -1,411	-4%	-$110K	0.96%	16
2025 Q1	$2.7M	Sell	34,507 -2,608	-7%	-$202K	1.17%	15
2024 Q4	$2.87M	Buy	+37,115	New	+$2.88M	1.22%	15
2019 Q4	$785K	Sell	9,740 -1,127	-10%	-$91K	0.78%	34
2019 Q3	$877K	Buy	10,867 +41	+0.4%	+$3.31K	0.84%	28
2019 Q2	$871K	Buy	+10,826	New	+$863K	0.87%	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 $374B AUM 17.66% 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

Jacobsen Capital Management's BSV Position: Q1 2026 in Review

Jacobsen Capital Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.9% in Q1 2026, buying an estimated $73.1K and bringing the position to 33,402 shares worth $2.62M. The position accounts for 0.88% of the portfolio, ranked #18.

Jacobsen Capital Management first reported a position in BSV in Q2 2019 and has held it in 9 quarters since. The position peaked at $2.87M in Q4 2024. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Jacobsen Capital Management held 33,402 shares of Vanguard Short-Term Bond ETF worth $2.62M as of Q1 2026.
Jacobsen Capital Management bought 928 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $73.1K.
Vanguard Short-Term Bond ETF made up 0.88% of Jacobsen Capital Management's portfolio in Q1 2026, its #18 holding.
Jacobsen Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2019 and has held it in 9 quarters since.
Jacobsen Capital Management's Vanguard Short-Term Bond ETF position peaked at $2.87M in Q4 2024.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.