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North Star Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

North Star Investment Management’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 		$14.7K Hold
188
– – ﹤0.01% 954
2025
Q4 		$14.8K Hold
188
– – ﹤0.01% 890
2025
Q3 		$14.8K Sell
188
-59
-24% -$4.64K ﹤0.01% 851
2025
Q2 		$19.4K Buy
+247
New +$19.3K ﹤0.01% 793
2024
Q3 		– Sell
-538
Closed -$41.3K – 1192
2024
Q2 		$41.3K Hold
538
– – ﹤0.01% 623
2024
Q1 		$41.2K Hold
538
– – ﹤0.01% 636
2023
Q4 		$41.4K Hold
538
– – ﹤0.01% 619
2023
Q3 		$40.4K Hold
538
– – ﹤0.01% 625
2023
Q2 		$40.7K Sell
538
-820
-60% -$62.5K ﹤0.01% 639
2023
Q1 		$104K Hold
1,358
– – 0.01% 512
2022
Q4 		$102K Sell
1,358
-3,323
-71% -$249K 0.01% 495
2022
Q3 		$350K Sell
4,681
-670
-13% -$51.2K 0.03% 320
2022
Q2 		$411K Buy
5,351
+670
+14% +$51.6K 0.04% 313
2022
Q1 		$365K Buy
4,681
+280
+6% +$22.2K 0.03% 327
2021
Q4 		$356K Hold
4,401
– – 0.02% 337
2021
Q3 		$361K Hold
4,401
– – 0.03% 331
2021
Q2 		$362K Buy
4,401
+538
+14% +$44.3K 0.03% 327
2021
Q1 		$317K Buy
3,863
+300
+8% +$24.8K 0.03% 319
2020
Q4 		$295K Buy
3,563
+2,743
+335% +$227K 0.03% 316
2020
Q3 		$68K Hold
820
– – 0.01% 460
2020
Q2 		$68K Hold
820
– – 0.01% 445
2020
Q1 		$67K Hold
820
– – 0.01% 440
2019
Q4 		$66K Hold
820
– – 0.01% 504
2019
Q3 		$66K Buy
+820
New +$66.1K 0.01% 494
2019
Q2 		– Sell
-820
Closed -$65K – 453
2019
Q1 		$65K Hold
820
– – 0.01% 506
2018
Q4 		$64K Hold
820
– – 0.01% 477
2018
Q3 		$64K Hold
820
– – 0.01% 513
2018
Q2 		$64K Hold
820
– – 0.01% 509
2018
Q1 		$64K Sell
820
-378
-32% -$29.7K 0.01% 509
2017
Q4 		$95K Buy
1,198
+822
+219% +$65.3K 0.01% 439
2017
Q3 		$30K Buy
+376
New +$30.1K ﹤0.01% 635

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

North Star Investment Management's BSV Position: Q1 2026 in Review

North Star Investment Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q1 2026 at 188 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

North Star Investment Management first reported a position in BSV in Q3 2017 and has held it in 31 quarters since. The position peaked at $411K in Q2 2022. 1,333 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • North Star Investment Management held 188 shares of Vanguard Short-Term Bond ETF worth $14.7K as of Q1 2026.
  • North Star Investment Management left its Vanguard Short-Term Bond ETF share count unchanged in Q1 2026.
  • Vanguard Short-Term Bond ETF made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #954 holding.
  • North Star Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2017 and has held it in 31 quarters since.
  • North Star Investment Management's Vanguard Short-Term Bond ETF position peaked at $411K in Q2 2022.
  • 1,333 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.