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Lowe Brockenbrough & Co’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Lowe Brockenbrough & Co’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 		$30.3K Hold
389
– – ﹤0.01% 311
2026
Q1 		$30.5K Hold
389
– – ﹤0.01% 303
2025
Q4 		$30.7K Hold
389
– – ﹤0.01% 307
2025
Q3 		$30.7K Buy
389
+279
+254% +$21.9K ﹤0.01% 310
2025
Q2 		$8.66K Buy
+110
New +$8.6K ﹤0.01% 308

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

Lowe Brockenbrough & Co's BSV Position: Q2 2026 in Review

Lowe Brockenbrough & Co held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 389 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Lowe Brockenbrough & Co first reported a position in BSV in Q2 2025 and has held it in 5 quarters since. The position peaked at $30.7K in Q3 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Lowe Brockenbrough & Co held 389 shares of Vanguard Short-Term Bond ETF worth $30.3K as of Q2 2026.
  • Lowe Brockenbrough & Co left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Bond ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #311 holding.
  • Lowe Brockenbrough & Co first reported a position in Vanguard Short-Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Lowe Brockenbrough & Co's Vanguard Short-Term Bond ETF position peaked at $30.7K in Q3 2025.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.