Lummis Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Lummis Asset 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	$192K	Hold	2,460	–	–	0.11%	59
2026 Q1	$193K	Hold	2,460	–	–	0.12%	62
2025 Q4	$194K	Hold	2,460	–	–	0.12%	58
2025 Q3	$194K	Hold	2,460	–	–	0.13%	60
2025 Q2	$194K	Hold	2,460	–	–	0.13%	59
2025 Q1	$193K	Hold	2,460	–	–	0.13%	58
2024 Q4	$190K	Hold	2,460	–	–	0.24%	41
2024 Q3	$194K	Hold	2,460	–	–	0.23%	43
2024 Q2	$189K	Hold	2,460	–	–	0.25%	42
2024 Q1	$189K	Hold	2,460	–	–	0.25%	40
2023 Q4	$189K	Buy	+2,460	New	+$186K	0.15%	57

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lummis Asset Management's BSV Position: Q2 2026 in Review

Lummis Asset Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 2,460 shares worth $192K. The position accounts for 0.11% of the portfolio, ranked #59.

Lummis Asset Management first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $194K in Q3 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Lummis Asset Management held 2,460 shares of Vanguard Short-Term Bond ETF worth $192K as of Q2 2026.
Lummis Asset Management left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.11% of Lummis Asset Management's portfolio in Q2 2026, its #59 holding.
Lummis Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
Lummis Asset Management's Vanguard Short-Term Bond ETF position peaked at $194K in Q3 2025.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.