Marquette Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Marquette Associates’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	$5.78M	Hold	73,690	–	–	6.29%	7
2025 Q4	$5.81M	Hold	73,690	–	–	7.44%	6
2025 Q3	$5.81M	Hold	73,690	–	–	7%	7
2025 Q2	$5.8M	Sell	73,690 -3,197	-4%	-$250K	5.69%	7
2025 Q1	$6.02M	Hold	76,887	–	–	6.02%	7
2024 Q4	$5.94M	Buy	+76,887	New	+$5.97M	4.93%	8
2024 Q2	–	Sell	-83,401	Closed	-$6.39M	–	37
2024 Q1	$6.39M	Buy	83,401 +71,938	+628%	+$5.52M	4.52%	10
2023 Q4	$6.42M	Buy	+11,463	New	+$868K	6.46%	6

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marquette Associates's BSV Position: Q1 2026 in Review

Marquette Associates held its Vanguard Short-Term Bond ETF (BSV) position steady in Q1 2026 at 73,690 shares worth $5.78M. The position accounts for 6.29% of the portfolio, ranked #7.

Marquette Associates first reported a position in BSV in Q4 2023 and has held it in 8 quarters since. The position peaked at $6.42M in Q4 2023. 1,333 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Marquette Associates held 73,690 shares of Vanguard Short-Term Bond ETF worth $5.78M as of Q1 2026.
Marquette Associates left its Vanguard Short-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Short-Term Bond ETF made up 6.29% of Marquette Associates's portfolio in Q1 2026, its #7 holding.
Marquette Associates first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 8 quarters since.
Marquette Associates's Vanguard Short-Term Bond ETF position peaked at $6.42M in Q4 2023.
1,333 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Marquette Associates's 13F filing for Q1 2026, filed 15 May 2026.