Minot DeBlois Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Minot DeBlois Advisors’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	$546K	Buy	7,013 +6	+0.1%	+$468	0.47%	59
2026 Q1	$549K	Sell	7,007 -733	-9%	-$57.7K	0.5%	61
2025 Q4	$610K	Buy	7,740 +609	+9%	+$48K	0.55%	54
2025 Q3	$563K	Buy	7,131 +7	+0.1%	+$550	0.51%	57
2025 Q2	$561K	Sell	7,124 -3	-0%	-$235	0.53%	55
2025 Q1	$558K	Sell	7,127 -2,496	-26%	-$194K	0.56%	54
2024 Q4	$744K	Buy	+9,623	New	+$747K	0.68%	48

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

Minot DeBlois Advisors's BSV Position: Q2 2026 in Review

Minot DeBlois Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.09% in Q2 2026, buying an estimated $468 and bringing the position to 7,013 shares worth $546K. The position accounts for 0.47% of the portfolio, ranked #59.

Minot DeBlois Advisors first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $744K in Q4 2024. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Minot DeBlois Advisors held 7,013 shares of Vanguard Short-Term Bond ETF worth $546K as of Q2 2026.
Minot DeBlois Advisors bought 6 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $468.
Vanguard Short-Term Bond ETF made up 0.47% of Minot DeBlois Advisors's portfolio in Q2 2026, its #59 holding.
Minot DeBlois Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Minot DeBlois Advisors's Vanguard Short-Term Bond ETF position peaked at $744K in Q4 2024.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Minot DeBlois Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.