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Koss-Olinger Consulting’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Koss-Olinger Consulting’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 		$3.49M Buy
44,548
+41,184
+1,224% +$3.24M 0.29% 33
2025
Q4 		$265K Sell
3,364
-19,996
-86% -$1.58M 0.02% 239
2025
Q3 		$1.84M Hold
23,360
– – 0.15% 82
2025
Q2 		$1.84M Buy
23,360
+3,842
+20% +$300K 0.15% 83
2025
Q1 		$1.53M Buy
+19,518
New +$1.52M 0.13% 91

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

Koss-Olinger Consulting's BSV Position: Q1 2026 in Review

Koss-Olinger Consulting increased its Vanguard Short-Term Bond ETF (BSV) stake by 1,224% in Q1 2026, buying an estimated $3.24M and bringing the position to 44,548 shares worth $3.49M. The position accounts for 0.29% of the portfolio, ranked #33.

Koss-Olinger Consulting first reported a position in BSV in Q1 2025 and has held it in 5 quarters since. 1,333 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Koss-Olinger Consulting held 44,548 shares of Vanguard Short-Term Bond ETF worth $3.49M as of Q1 2026.
  • Koss-Olinger Consulting bought 41,184 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $3.24M.
  • Vanguard Short-Term Bond ETF made up 0.29% of Koss-Olinger Consulting's portfolio in Q1 2026, its #33 holding.
  • Koss-Olinger Consulting first reported a position in Vanguard Short-Term Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,333 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.