Old Port Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Old Port Advisors’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	$2.5M	Buy	32,144 +786	+3%	+$61.3K	0.49%	60
2026 Q1	$2.46M	Buy	31,358 +149	+0.5%	+$11.7K	0.57%	58
2025 Q4	$2.46M	Buy	31,209 +312	+1%	+$24.6K	0.6%	52
2025 Q3	$2.44M	Sell	30,897 -762	-2%	-$59.9K	0.61%	53
2025 Q2	$2.49M	Sell	31,659 -2,184	-6%	-$171K	0.68%	41
2025 Q1	$2.65M	Sell	33,843 -4,400	-12%	-$342K	0.78%	36
2024 Q4	$2.96M	Sell	38,243 -813	-2%	-$63.1K	0.85%	31
2024 Q3	$3.07M	Buy	39,056 +1,561	+4%	+$122K	0.85%	31
2024 Q2	$2.88M	Buy	37,495 +289	+0.8%	+$22K	0.86%	31
2024 Q1	$2.85M	Sell	37,206 -89	-0.2%	-$6.83K	0.87%	33
2023 Q4	$2.87M	Sell	37,295 -2,685	-7%	-$203K	0.95%	27
2023 Q3	$3.01M	Buy	+39,980	New	+$3.01M	1.09%	24
2023 Q1	$2.59M	Buy	33,865 +7,055	+26%	+$535K	0.93%	31
2022 Q4	$2.02M	Buy	26,810 +4,977	+23%	+$373K	0.76%	42
2022 Q3	$1.64M	Buy	21,833 +1,003	+5%	+$76.6K	0.65%	47
2022 Q2	$1.61M	Buy	20,830 +4,431	+27%	+$341K	0.62%	49
2022 Q1	$1.27M	Buy	16,399 +8,324	+103%	+$661K	0.43%	78
2021 Q4	$650K	Sell	8,075 -267	-3%	-$21.7K	0.22%	123
2021 Q3	$683K	Buy	8,342 +3,588	+75%	+$295K	0.25%	117
2021 Q2	$391K	Buy	4,754 +1,860	+64%	+$153K	0.14%	162
2021 Q1	$238K	Buy	+2,894	New	+$239K	0.09%	189

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 Port Advisors's BSV Position: Q2 2026 in Review

Old Port Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.5% in Q2 2026, buying an estimated $61.3K and bringing the position to 32,144 shares worth $2.5M. The position accounts for 0.49% of the portfolio, ranked #60.

Old Port Advisors first reported a position in BSV in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.07M in Q3 2024. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Old Port Advisors held 32,144 shares of Vanguard Short-Term Bond ETF worth $2.5M as of Q2 2026.
Old Port Advisors bought 786 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $61.3K.
Vanguard Short-Term Bond ETF made up 0.49% of Old Port Advisors's portfolio in Q2 2026, its #60 holding.
Old Port Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and has held it in 21 quarters since.
Old Port Advisors's Vanguard Short-Term Bond ETF position peaked at $3.07M in Q3 2024.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Old Port Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.