Nicolet Bankshares’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Nicolet Bankshares’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	$211K	Buy	+2,694	New	+$212K	0.01%	538
2023 Q1	–	Sell	-7,512	Closed	-$566K	–	199
2022 Q4	$566K	Buy	+7,512	New	+$564K	0.19%	100
2019 Q3	–	Sell	-3,477	Closed	-$280K	–	182
2019 Q2	$280K	Sell	3,477 -97	-3%	-$7.74K	0.12%	144
2019 Q1	$284K	Hold	3,574	–	–	0.12%	146
2018 Q4	$281K	Sell	3,574 -2,049	-36%	-$160K	0.14%	137
2018 Q3	$439K	Buy	5,623 +51	+0.9%	+$3.98K	0.18%	111
2018 Q2	$436K	Buy	5,572 +2,296	+70%	+$179K	0.18%	103
2018 Q1	$257K	Sell	3,276 -3	-0.1%	-$236	0.11%	151
2017 Q4	$259K	Buy	+3,279	New	+$261K	0.11%	151

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

Nicolet Bankshares's BSV Position: Q1 2026 in Review

Nicolet Bankshares opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q1 2026: 2,694 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #538 among its holdings. This is a return to the name: Nicolet Bankshares previously reported a position in BSV as recently as Q4 2022.

Nicolet Bankshares first reported a position in BSV in Q4 2017 and has held it in 9 quarters since. The position peaked at $566K in Q4 2022. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Nicolet Bankshares held 2,694 shares of Vanguard Short-Term Bond ETF worth $211K as of Q1 2026.
Vanguard Short-Term Bond ETF was a new Nicolet Bankshares position in Q1 2026.
Vanguard Short-Term Bond ETF made up 0.01% of Nicolet Bankshares's portfolio in Q1 2026, its #538 holding.
Nicolet Bankshares first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and has held it in 9 quarters since.
Nicolet Bankshares's Vanguard Short-Term Bond ETF position peaked at $566K in Q4 2022.
1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Nicolet Bankshares's 13F filing for Q1 2026, filed 14 May 2026.