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 Q2	$3.7M	Buy	47,544 +7,626	+19%	+$595K	1.12%	28
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 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 22.96% 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

Old Point Trust & Financial Services N A's BSV Position: Q2 2026 in Review

Old Point Trust & Financial Services N A increased its Vanguard Short-Term Bond ETF (BSV) stake by 19% in Q2 2026, buying an estimated $595K and bringing the position to 47,544 shares worth $3.7M. The position accounts for 1.12% of the portfolio, ranked #28.

Old Point Trust & Financial Services N A first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Old Point Trust & Financial Services N A held 47,544 shares of Vanguard Short-Term Bond ETF worth $3.7M as of Q2 2026.
Old Point Trust & Financial Services N A bought 7,626 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $595K.
Vanguard Short-Term Bond ETF made up 1.12% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #28 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 7 quarters since.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.