KOC
BSV icon

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
Q2 		$3.91M Buy
50,190
+5,642
+13% +$440K 0.3% 22
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 $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Koss-Olinger Consulting's BSV Position: Q2 2026 in Review

Koss-Olinger Consulting increased its Vanguard Short-Term Bond ETF (BSV) stake by 13% in Q2 2026, buying an estimated $440K and bringing the position to 50,190 shares worth $3.91M. The position accounts for 0.3% of the portfolio, ranked #22.

Koss-Olinger Consulting first reported a position in BSV in Q1 2025 and has held it in 6 quarters since. 1,363 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Koss-Olinger Consulting held 50,190 shares of Vanguard Short-Term Bond ETF worth $3.91M as of Q2 2026.
  • Koss-Olinger Consulting bought 5,642 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $440K.
  • Vanguard Short-Term Bond ETF made up 0.3% of Koss-Olinger Consulting's portfolio in Q2 2026, its #22 holding.
  • Koss-Olinger Consulting first reported a position in Vanguard Short-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,363 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.