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Karpus Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Karpus Investment 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 		$4.66M Sell
59,395
-900
-1% -$70.9K 0.15% 137
2025
Q4 		$4.75M Buy
60,295
+575
+1% +$45.4K 0.15% 132
2025
Q3 		$4.71M Sell
59,720
-950
-2% -$74.7K 0.15% 111
2025
Q2 		$4.77M Sell
60,670
-4,950
-8% -$387K 0.15% 122
2025
Q1 		$5.14M Sell
65,620
-850
-1% -$66K 0.17% 122
2024
Q4 		$5.14M Buy
66,470
+745
+1% +$57.8K 0.15% 115
2024
Q3 		$5.17M Sell
65,725
-475
-0.7% -$37K 0.14% 126
2024
Q2 		$5.08M Sell
66,200
-13,125
-17% -$1M 0.14% 110
2024
Q1 		$6.08M Sell
79,325
-125
-0.2% -$9.59K 0.18% 100
2023
Q4 		$6.12M Sell
79,450
-700
-0.9% -$53K 0.19% 95
2023
Q3 		$6.02M Sell
80,150
-3,650
-4% -$275K 0.2% 98
2023
Q2 		$6.33M Sell
83,800
-40,950
-33% -$3.12M 0.2% 101
2023
Q1 		$9.54M Buy
124,750
+1,300
+1% +$98.5K 0.3% 78
2022
Q4 		$9.29M Sell
123,450
-750
-0.6% -$56.3K 0.31% 71
2022
Q3 		$9.29M Buy
124,200
+1,000
+0.8% +$76.4K 0.33% 69
2022
Q2 		$9.46M Buy
123,200
+5,075
+4% +$391K 0.32% 69
2022
Q1 		$9.2M Sell
118,125
-37,825
-24% -$3M 0.28% 80
2021
Q4 		$12.6M Buy
155,950
+103,300
+196% +$8.4M 0.36% 69
2021
Q3 		$4.31M Sell
52,650
-102,220
-66% -$8.4M 0.13% 134
2021
Q2 		$12.7M Buy
154,870
+12,435
+9% +$1.02M 0.38% 64
2021
Q1 		$11.7M Buy
142,435
+90,960
+177% +$7.51M 0.35% 75
2020
Q4 		$4.27M Sell
51,475
-24,050
-32% -$1.99M 0.13% 117
2020
Q3 		$6.27M Buy
75,525
+19,275
+34% +$1.6M 0.23% 97
2020
Q2 		$4.68M Buy
56,250
+2,325
+4% +$192K 0.18% 104
2020
Q1 		$4.43M Sell
53,925
-79,450
-60% -$6.45M 0.17% 107
2019
Q4 		$10.8M Buy
133,375
+129,075
+3,002% +$10.4M 0.36% 68
2019
Q3 		$347K Sell
4,300
-35,225
-89% -$2.84M 0.01% 170
2019
Q2 		$3.18M Buy
39,525
+17,850
+82% +$1.42M 0.12% 116
2019
Q1 		$1.72M Sell
21,675
-38,125
-64% -$3.01M 0.06% 139
2018
Q4 		$4.7M Sell
59,800
-21,275
-26% -$1.66M 0.19% 95
2018
Q3 		$6.33M Sell
81,075
-128,550
-61% -$10M 0.26% 74
2018
Q2 		$16.4M Sell
209,625
-9,125
-4% -$713K 0.72% 34
2018
Q1 		$17.2M Buy
218,750
+20,650
+10% +$1.62M 0.77% 35
2017
Q4 		$15.7M Sell
198,100
-37,750
-16% -$3M 0.72% 42
2017
Q3 		$18.8M Buy
235,850
+37,750
+19% +$3.02M 0.96% 30
2017
Q2 		$15.8M Sell
198,100
-53,850
-21% -$4.3M 0.8% 41
2017
Q1 		$20.1M Buy
251,950
+3,350
+1% +$267K 1.04% 28
2016
Q4 		$19.8M Sell
248,600
-5,715
-2% -$457K 1.14% 24
2016
Q3 		$20.6M Buy
254,315
+95,925
+61% +$7.76M 1.09% 25
2016
Q2 		$12.8M Buy
158,390
+26,725
+20% +$2.15M 0.66% 61
2016
Q1 		$10.6M Buy
131,665
+23,825
+22% +$1.91M 0.48% 67
2015
Q4 		$8.58M Buy
107,840
+35,250
+49% +$2.82M 0.39% 77
2015
Q3 		$5.84M Sell
72,590
-97,000
-57% -$7.77M 0.27% 88
2015
Q2 		$13.6M Buy
169,590
+24,325
+17% +$1.95M 0.64% 54
2015
Q1 		$11.7M Buy
145,265
+49,125
+51% +$3.94M 0.54% 60
2014
Q4 		$7.69M Sell
96,140
-55,525
-37% -$4.46M 0.36% 74
2014
Q3 		$12.1M Sell
151,665
-30,150
-17% -$2.42M 0.59% 54
2014
Q2 		$14.6M Buy
181,815
+44,625
+33% +$3.58M 0.7% 45
2014
Q1 		$11M Buy
+137,190
New +$11M 0.57% 52

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Karpus Investment Management's BSV Position: Q1 2026 in Review

Karpus Investment Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.5% in Q1 2026, selling an estimated $70.9K and leaving 59,395 shares worth $4.66M. The position accounts for 0.15% of the portfolio, ranked #137.

Karpus Investment Management first reported a position in BSV in Q1 2014 and has held it in 49 quarters since. The position peaked at $20.6M in Q3 2016. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Karpus Investment Management held 59,395 shares of Vanguard Short-Term Bond ETF worth $4.66M as of Q1 2026.
  • Karpus Investment Management sold 900 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $70.9K.
  • Vanguard Short-Term Bond ETF made up 0.15% of Karpus Investment Management's portfolio in Q1 2026, its #137 holding.
  • Karpus Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2014 and has held it in 49 quarters since.
  • Karpus Investment Management's Vanguard Short-Term Bond ETF position peaked at $20.6M in Q3 2016.
  • 1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Karpus Investment Management's 13F filing for Q1 2026, filed 14 May 2026.