Johnson Investment Counsel’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Johnson Investment Counsel’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	$1.38M	Buy	17,661 +675	+4%	+$52.7K	0.01%	410
2026 Q1	$1.33M	Buy	+16,986	New	+$1.34M	0.01%	387
2019 Q1	–	Sell	-2,755	Closed	-$216K	–	603
2018 Q4	$216K	Buy	2,755 +181	+7%	+$14.1K	0.01%	553
2018 Q3	$200K	Buy	+2,574	New	+$201K	﹤0.01%	605
2018 Q2	–	Sell	-4,590	Closed	-$360K	–	631
2018 Q1	$360K	Buy	4,590 +217	+5%	+$17.1K	0.01%	486
2017 Q4	$345K	Hold	4,373	–	–	0.01%	498
2017 Q3	$349K	Hold	4,373	–	–	0.01%	485
2017 Q2	$349K	Sell	4,373 -125	-3%	-$9.98K	0.01%	487
2017 Q1	$358K	Buy	4,498 +125	+3%	+$9.95K	0.01%	469
2016 Q4	$347K	Sell	4,373 -234	-5%	-$18.7K	0.01%	454
2016 Q3	$372K	Buy	4,607 +384	+9%	+$31K	0.01%	416
2016 Q2	$342K	Buy	4,223 +93	+2%	+$7.5K	0.01%	425
2016 Q1	$333K	Sell	4,130 -1,000	-19%	-$80.2K	0.01%	429
2015 Q4	$408K	Buy	5,130 +674	+15%	+$53.9K	0.01%	379
2015 Q3	$358K	Sell	4,456 -830	-16%	-$66.5K	0.01%	404
2015 Q2	$423K	Buy	5,286 +400	+8%	+$32.1K	0.01%	373
2015 Q1	$393K	Hold	4,886	–	–	0.01%	384
2014 Q4	$390K	Sell	4,886 -2,477	-34%	-$199K	0.01%	383
2014 Q3	$589K	Buy	7,363 +583	+9%	+$46.7K	0.02%	285
2014 Q2	$544K	Buy	6,780 +527	+8%	+$42.3K	0.02%	273
2014 Q1	$500K	Buy	6,253 +786	+14%	+$63K	0.02%	279
2013 Q4	$436K	Sell	5,467 -1,075	-16%	-$86.4K	0.02%	308
2013 Q3	$525K	Sell	6,542 -60	-0.9%	-$4.81K	0.02%	249
2013 Q2	$528K	Buy	+6,602	New	+$533K	0.02%	238

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

Johnson Investment Counsel's BSV Position: Q2 2026 in Review

Johnson Investment Counsel increased its Vanguard Short-Term Bond ETF (BSV) stake by 4% in Q2 2026, buying an estimated $52.7K and bringing the position to 17,661 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #410.

Johnson Investment Counsel first reported a position in BSV in Q2 2013 and has held it in 24 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Johnson Investment Counsel held 17,661 shares of Vanguard Short-Term Bond ETF worth $1.38M as of Q2 2026.
Johnson Investment Counsel bought 675 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $52.7K.
Vanguard Short-Term Bond ETF made up 0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #410 holding.
Johnson Investment Counsel first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 24 quarters since.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.