OGC
BSV icon

Oak Grove Capital’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Oak Grove Capital’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 		$1.67M Buy
+21,290
New +$1.68M 0.14% 50
2018
Q4 		– Sell
-187
Closed -$15K – 78
2018
Q3 		$15K Buy
+187
New +$14.6K 0.01% 104

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

Oak Grove Capital's BSV Position: Q1 2026 in Review

Oak Grove Capital opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q1 2026: 21,290 shares worth $1.67M. The stake represents 0.14% of the portfolio and ranks #50 among its holdings. This is a return to the name: Oak Grove Capital previously reported a position in BSV as recently as Q3 2018.

Oak Grove Capital first reported a position in BSV in Q3 2018 and has held it in 2 quarters since. 1,333 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Oak Grove Capital held 21,290 shares of Vanguard Short-Term Bond ETF worth $1.67M as of Q1 2026.
  • Vanguard Short-Term Bond ETF was a new Oak Grove Capital position in Q1 2026.
  • Vanguard Short-Term Bond ETF made up 0.14% of Oak Grove Capital's portfolio in Q1 2026, its #50 holding.
  • Oak Grove Capital first reported a position in Vanguard Short-Term Bond ETF in Q3 2018 and has held it in 2 quarters since.
  • 1,333 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Oak Grove Capital's 13F filing for Q1 2026, filed 13 May 2026.