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McDonald Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

McDonald Partners’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 		$5.84K Buy
+75
New +$5.85K ﹤0.01% 524
2022
Q1 		– Sell
-1,439
Closed -$116K – 363
2021
Q4 		$116K Buy
+1,439
New +$117K 0.11% 84

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

McDonald Partners's BSV Position: Q2 2026 in Review

McDonald Partners opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 75 shares worth $5.84K. The stake represents ﹤0.01% of the portfolio and ranks #524 among its holdings. This is a return to the name: McDonald Partners previously reported a position in BSV as recently as Q4 2021.

McDonald Partners first reported a position in BSV in Q4 2021 and has held it in 2 quarters since. The position peaked at $116K in Q4 2021. 1,363 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • McDonald Partners held 75 shares of Vanguard Short-Term Bond ETF worth $5.84K as of Q2 2026.
  • Vanguard Short-Term Bond ETF was a new McDonald Partners position in Q2 2026.
  • Vanguard Short-Term Bond ETF made up ﹤0.01% of McDonald Partners's portfolio in Q2 2026, its #524 holding.
  • McDonald Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 2 quarters since.
  • McDonald Partners's Vanguard Short-Term Bond ETF position peaked at $116K in Q4 2021.
  • 1,363 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.