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 Q2	$2.85M	Buy	36,570 +3,168	+9%	+$247K	0.83%	19
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 $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

Jacobsen Capital Management's BSV Position: Q2 2026 in Review

Jacobsen Capital Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 9.5% in Q2 2026, buying an estimated $247K and bringing the position to 36,570 shares worth $2.85M. The position accounts for 0.83% of the portfolio, ranked #19.

Jacobsen Capital Management first reported a position in BSV in Q2 2019 and has held it in 10 quarters since. The position peaked at $2.87M in Q4 2024. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Jacobsen Capital Management held 36,570 shares of Vanguard Short-Term Bond ETF worth $2.85M as of Q2 2026.
Jacobsen Capital Management bought 3,168 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $247K.
Vanguard Short-Term Bond ETF made up 0.83% of Jacobsen Capital Management's portfolio in Q2 2026, its #19 holding.
Jacobsen Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2019 and has held it in 10 quarters since.
Jacobsen Capital Management's Vanguard Short-Term Bond ETF position peaked at $2.87M in Q4 2024.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.