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NorthCrest Asset Manangement’s Vanguard Short-Term Bond ETF BSV Stock Holding History

NorthCrest Asset Manangement’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 		$491K Hold
6,330
– – 0.01% 566
2026
Q1 		$495K Sell
6,330
-39
-0.6% -$3.07K 0.02% 480
2025
Q4 		$502K Buy
6,369
+33
+0.5% +$2.6K 0.01% 538
2025
Q3 		$499K Sell
6,336
-746
-11% -$58.7K 0.01% 499
2025
Q2 		$554K Sell
7,082
-1
-0% -$78 0.01% 399
2025
Q1 		$554K Sell
7,083
-7
-0.1% -$543 0.02% 411
2024
Q4 		$548K Sell
7,090
-677
-9% -$52.5K 0.02% 385
2024
Q3 		$611K Sell
7,767
-69
-0.9% -$5.38K 0.02% 371
2024
Q2 		$601K Sell
7,836
-51,274
-87% -$3.91M 0.02% 352
2024
Q1 		$4.53M Buy
59,110
+418
+0.7% +$32.1K 0.15% 150
2023
Q4 		$4.52M Buy
58,692
+7,323
+14% +$554K 0.17% 143
2023
Q3 		$3.86M Sell
51,369
-645
-1% -$48.6K 0.16% 152
2023
Q2 		$3.93M Buy
52,014
+1,474
+3% +$112K 0.16% 151
2023
Q1 		$3.87M Buy
+50,540
New +$3.83M 0.16% 144

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

NorthCrest Asset Manangement's BSV Position: Q2 2026 in Review

NorthCrest Asset Manangement held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 6,330 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #566.

NorthCrest Asset Manangement first reported a position in BSV in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.53M in Q1 2024. 928 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • NorthCrest Asset Manangement held 6,330 shares of Vanguard Short-Term Bond ETF worth $491K as of Q2 2026.
  • NorthCrest Asset Manangement left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Bond ETF made up 0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #566 holding.
  • NorthCrest Asset Manangement first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • NorthCrest Asset Manangement's Vanguard Short-Term Bond ETF position peaked at $4.53M in Q1 2024.
  • 928 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.