National Philanthropic Trust’s Vanguard Short-Term Bond ETF BSV Stock Holding History

National Philanthropic Trust’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	$120M	Buy	1,546,257 +6,544	+0.4%	+$511K	1.74%	13
2026 Q1	$121M	Buy	1,539,713 +716,031	+87%	+$56.4M	1.29%	14
2025 Q4	$64.9M	Buy	823,682 +89,590	+12%	+$7.07M	0.64%	23
2025 Q3	$57.9M	Buy	734,092 +2,886	+0.4%	+$227K	0.65%	23
2025 Q2	$57.5M	Buy	731,206 +63,884	+10%	+$4.99M	0.77%	20
2025 Q1	$52.2M	Buy	667,322 +25,439	+4%	+$1.97M	0.84%	19
2024 Q4	$49.6M	Buy	641,883 +78,621	+14%	+$6.1M	0.72%	20
2024 Q3	$44.3M	Buy	563,262 +12,332	+2%	+$961K	0.8%	16
2024 Q2	$42.3M	Sell	550,930 -18,287	-3%	-$1.4M	0.81%	16
2024 Q1	$43.6M	Sell	569,217 -33,214	-6%	-$2.55M	0.95%	15
2023 Q4	$46.4M	Buy	+602,431	New	+$45.6M	1.23%	11

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

National Philanthropic Trust's BSV Position: Q2 2026 in Review

National Philanthropic Trust increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.43% in Q2 2026, buying an estimated $511K and bringing the position to 1,546,257 shares worth $120M. The position accounts for 1.74% of the portfolio, ranked #13.

National Philanthropic Trust first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $121M in Q1 2026. 1,318 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

National Philanthropic Trust held 1,546,257 shares of Vanguard Short-Term Bond ETF worth $120M as of Q2 2026.
National Philanthropic Trust bought 6,544 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $511K.
Vanguard Short-Term Bond ETF made up 1.74% of National Philanthropic Trust's portfolio in Q2 2026, its #13 holding.
National Philanthropic Trust first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
National Philanthropic Trust's Vanguard Short-Term Bond ETF position peaked at $121M in Q1 2026.
1,318 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.