Ken Fisher’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Ken Fisher’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	$297K	Sell	3,785 -3,483	-48%	-$274K	﹤0.01%	905
2025 Q4	$573K	Buy	7,268 +3,031	+72%	+$239K	﹤0.01%	756
2025 Q3	$334K	Buy	4,237 +1,419	+50%	+$112K	﹤0.01%	862
2025 Q2	$222K	Buy	+2,818	New	+$220K	﹤0.01%	946
2025 Q1	–	Sell	-7,624	Closed	-$589K	–	1010
2024 Q4	$589K	Buy	7,624 +4,658	+157%	+$362K	﹤0.01%	748
2024 Q3	$233K	Sell	2,966 -948	-24%	-$73.8K	﹤0.01%	874
2024 Q2	$300K	Sell	3,914 -1,088	-22%	-$83K	﹤0.01%	881
2024 Q1	$384K	Buy	5,002 +314	+7%	+$24.1K	﹤0.01%	821
2023 Q4	$361K	Sell	4,688 -1,898	-29%	-$144K	﹤0.01%	833
2023 Q3	$495K	Buy	6,586 +3,263	+98%	+$246K	﹤0.01%	848
2023 Q2	$251K	Buy	+3,323	New	+$253K	﹤0.01%	983
2022 Q3	–	Sell	-5,968	Closed	-$458K	–	943
2022 Q2	$458K	Buy	5,968 +1,239	+26%	+$95.5K	﹤0.01%	729
2022 Q1	$368K	Buy	+4,729	New	+$375K	﹤0.01%	783
2021 Q4	–	Sell	-3,821	Closed	-$313K	–	970
2021 Q3	$313K	Sell	3,821 -582	-13%	-$47.8K	﹤0.01%	795
2021 Q2	$362K	Buy	4,403 +1,031	+31%	+$84.8K	﹤0.01%	773
2021 Q1	$277K	Sell	3,372 -5,263	-61%	-$434K	﹤0.01%	805
2020 Q4	$716K	Buy	+8,635	New	+$715K	﹤0.01%	643
2020 Q3	–	Sell	-2,728	Closed	-$227K	–	861
2020 Q2	$227K	Sell	2,728 -3,004	-52%	-$248K	﹤0.01%	765
2020 Q1	$471K	Buy	5,732 +2,858	+99%	+$232K	﹤0.01%	623
2019 Q4	$232K	Buy	+2,874	New	+$232K	﹤0.01%	769
2019 Q3	–	Sell	-3,696	Closed	-$298K	–	832
2019 Q2	$298K	Buy	3,696 +225	+6%	+$17.9K	﹤0.01%	733
2019 Q1	$276K	Buy	+3,471	New	+$274K	﹤0.01%	720
2014 Q2	–	Sell	-3,011	Closed	-$241K	–	563
2014 Q1	$241K	Buy	+3,011	New	+$241K	﹤0.01%	464

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

Ken Fisher's BSV Position: Q1 2026 in Review

Ken Fisher reduced its Vanguard Short-Term Bond ETF (BSV) stake by 48% in Q1 2026, selling an estimated $274K and leaving 3,785 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

Ken Fisher first reported a position in BSV in Q1 2014 and has held it in 23 quarters since. The position peaked at $716K in Q4 2020. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Ken Fisher held 3,785 shares of Vanguard Short-Term Bond ETF worth $297K as of Q1 2026.
Ken Fisher sold 3,483 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $274K.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #905 holding.
Ken Fisher first reported a position in Vanguard Short-Term Bond ETF in Q1 2014 and has held it in 23 quarters since.
Ken Fisher's Vanguard Short-Term Bond ETF position peaked at $716K in Q4 2020.
1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.