NorthStar Asset Management (New Jersey)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

NorthStar Asset Management (New Jersey)’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	$254K	Sell	3,258 -2,766	-46%	-$216K	0.1%	87
2026 Q1	$472K	Sell	6,024 -3	-0%	-$236	0.23%	58
2025 Q4	$475K	Buy	6,027 +109	+2%	+$8.6K	0.21%	62
2025 Q3	$467K	Buy	5,918 +997	+20%	+$78.4K	0.22%	61
2025 Q2	$387K	Sell	4,921 -54	-1%	-$4.22K	0.2%	64
2025 Q1	$389K	Buy	4,975 +29	+0.6%	+$2.25K	0.24%	59
2024 Q4	$382K	Buy	4,946 +65	+1%	+$5.04K	0.24%	57
2024 Q3	$384K	Sell	4,881 -1,436	-23%	-$112K	0.26%	57
2024 Q2	$484K	Buy	6,317 +52	+0.8%	+$3.97K	0.34%	51
2024 Q1	$480K	Buy	6,265 +363	+6%	+$27.8K	0.36%	50
2023 Q4	$455K	Buy	+5,902	New	+$447K	0.42%	49

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 22.9% 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

NorthStar Asset Management (New Jersey)'s BSV Position: Q2 2026 in Review

NorthStar Asset Management (New Jersey) reduced its Vanguard Short-Term Bond ETF (BSV) stake by 46% in Q2 2026, selling an estimated $216K and leaving 3,258 shares worth $254K. The position accounts for 0.1% of the portfolio, ranked #87.

NorthStar Asset Management (New Jersey) first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $484K in Q2 2024. 1,363 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

NorthStar Asset Management (New Jersey) held 3,258 shares of Vanguard Short-Term Bond ETF worth $254K as of Q2 2026.
NorthStar Asset Management (New Jersey) sold 2,766 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $216K.
Vanguard Short-Term Bond ETF made up 0.1% of NorthStar Asset Management (New Jersey)'s portfolio in Q2 2026, its #87 holding.
NorthStar Asset Management (New Jersey) first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
NorthStar Asset Management (New Jersey)'s Vanguard Short-Term Bond ETF position peaked at $484K in Q2 2024.
1,363 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q2 2026, filed 5 Aug 2026.