LIM
BSV icon

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

Loudon 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
Q2 		$956K Buy
12,271
+1,470
+14% +$115K 0.47% 52
2026
Q1 		$847K Hold
10,801
– – 0.46% 56
2025
Q4 		$851K Sell
10,801
-15
-0.1% -$1.18K 0.44% 54
2025
Q3 		$853K Buy
10,816
+161
+2% +$12.7K 0.45% 53
2025
Q2 		$839K Sell
10,655
-175
-2% -$13.7K 0.46% 53
2025
Q1 		$848K Buy
10,830
+93
+0.9% +$7.22K 0.48% 55
2024
Q4 		$830K Buy
10,737
+427
+4% +$33.1K 0.47% 51
2024
Q3 		$811K Buy
10,310
+1,204
+13% +$93.8K 0.44% 52
2024
Q2 		$698K Hold
9,106
– – 0.41% 51
2024
Q1 		$698K Sell
9,106
-115
-1% -$8.82K 0.4% 55
2023
Q4 		$710K Sell
9,221
-100
-1% -$7.57K 0.44% 57
2023
Q3 		$701K Sell
9,321
-265
-3% -$20K 0.48% 53
2023
Q2 		$724K Sell
9,586
-375
-4% -$28.6K 0.48% 52
2023
Q1 		$762K Buy
9,961
+165
+2% +$12.5K 0.53% 49
2022
Q4 		$737K Hold
9,796
– – 0.53% 52
2022
Q3 		$733K Sell
9,796
-2,289
-19% -$175K 0.58% 49
2022
Q2 		$928K Buy
12,085
+144
+1% +$11.1K 0.7% 44
2022
Q1 		$930K Buy
11,941
+1,757
+17% +$139K 0.61% 44
2021
Q4 		$823K Buy
10,184
+655
+7% +$53.3K 0.53% 53
2021
Q3 		$781K Buy
9,529
+660
+7% +$54.2K 0.56% 49
2021
Q2 		$729K Buy
8,869
+569
+7% +$46.8K 0.5% 55
2021
Q1 		$682K Buy
8,300
+775
+10% +$64K 0.49% 54
2020
Q4 		$624K Hold
7,525
– – 0.49% 51
2020
Q3 		$625K Hold
7,525
– – 0.53% 46
2020
Q2 		$625K Buy
7,525
+240
+3% +$19.8K 0.54% 50
2020
Q1 		$599K Buy
7,285
+600
+9% +$48.7K 0.63% 48
2019
Q4 		$539K Buy
6,685
+1,205
+22% +$97.3K 0.42% 59
2019
Q3 		$443K Buy
5,480
+485
+10% +$39.1K 0.37% 61
2019
Q2 		$402K Hold
4,995
– – 0.34% 65
2019
Q1 		$398K Buy
4,995
+220
+5% +$17.4K 0.35% 66
2018
Q4 		$375K Sell
4,775
-390
-8% -$30.4K 0.36% 68
2018
Q3 		$403K Hold
5,165
– – 0.32% 71
2018
Q2 		$404K Sell
5,165
-1,400
-21% -$109K 0.32% 68
2018
Q1 		$515K Sell
6,565
-2,825
-30% -$222K 0.41% 56
2017
Q4 		$743K Buy
9,390
+415
+5% +$33K 0.56% 46
2017
Q3 		$716K Sell
8,975
-2,500
-22% -$200K 0.56% 49
2017
Q2 		$916K Sell
11,475
-375
-3% -$30K 0.7% 45
2017
Q1 		$945K Hold
11,850
– – 0.72% 43
2016
Q4 		$941K Hold
11,850
– – 0.73% 38
2016
Q3 		$958K Buy
11,850
+2,500
+27% +$202K 0.74% 41
2016
Q2 		$758K Sell
9,350
-1,400
-13% -$113K 0.6% 44
2016
Q1 		$867K Sell
10,750
-60
-0.6% -$4.81K 0.7% 38
2015
Q4 		$860K Buy
10,810
+2,500
+30% +$200K 0.69% 39
2015
Q3 		$668K Sell
8,310
-32
-0.4% -$2.56K 0.57% 39
2015
Q2 		$669K Buy
8,342
+435
+6% +$34.9K 0.51% 41
2015
Q1 		$637K Buy
7,907
+500
+7% +$40.1K 0.48% 47
2014
Q4 		$592K Hold
7,407
– – 0.44% 48
2014
Q3 		$593K Sell
7,407
-523
-7% -$41.9K 0.42% 51
2014
Q2 		$637K Sell
7,930
-55
-0.7% -$4.41K 0.44% 51
2014
Q1 		$640K Buy
7,985
+755
+10% +$60.5K 0.46% 55
2013
Q4 		$578K Buy
+7,230
New +$581K 0.42% 56

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 22.96% 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

Loudon Investment Management's BSV Position: Q2 2026 in Review

Loudon Investment Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 14% in Q2 2026, buying an estimated $115K and bringing the position to 12,271 shares worth $956K. The position accounts for 0.47% of the portfolio, ranked #52.

Loudon Investment Management first reported a position in BSV in Q4 2013 and has held it in 51 quarters since. The position peaked at $958K in Q3 2016. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Loudon Investment Management held 12,271 shares of Vanguard Short-Term Bond ETF worth $956K as of Q2 2026.
  • Loudon Investment Management bought 1,470 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $115K.
  • Vanguard Short-Term Bond ETF made up 0.47% of Loudon Investment Management's portfolio in Q2 2026, its #52 holding.
  • Loudon Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2013 and has held it in 51 quarters since.
  • Loudon Investment Management's Vanguard Short-Term Bond ETF position peaked at $958K in Q3 2016.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Loudon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.