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Old Point Trust & Financial Services N A’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Old Point Trust & Financial Services N A’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 		$3.13M Buy
39,918
+7,790
+24% +$613K 1.01% 32
2025
Q4 		$2.53M Buy
32,128
+4,858
+18% +$383K 0.79% 39
2025
Q3 		$2.15M Buy
27,270
+10,275
+60% +$808K 0.7% 35
2025
Q2 		$1.34M Buy
16,995
+7,718
+83% +$603K 0.47% 48
2025
Q1 		$726K Buy
9,277
+7,605
+455% +$590K 0.25% 76
2024
Q4 		$129K Buy
+1,672
New +$130K 0.05% 136

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

Old Point Trust & Financial Services N A's BSV Position: Q1 2026 in Review

Old Point Trust & Financial Services N A increased its Vanguard Short-Term Bond ETF (BSV) stake by 24% in Q1 2026, buying an estimated $613K and bringing the position to 39,918 shares worth $3.13M. The position accounts for 1.01% of the portfolio, ranked #32.

Old Point Trust & Financial Services N A first reported a position in BSV in Q4 2024 and has held it in 6 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Old Point Trust & Financial Services N A held 39,918 shares of Vanguard Short-Term Bond ETF worth $3.13M as of Q1 2026.
  • Old Point Trust & Financial Services N A bought 7,790 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $613K.
  • Vanguard Short-Term Bond ETF made up 1.01% of Old Point Trust & Financial Services N A's portfolio in Q1 2026, its #32 holding.
  • Old Point Trust & Financial Services N A first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q1 2026, filed 22 Apr 2026.