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

Opal 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	–	Sell	-4,518	Closed	-$266K	–	152
2025 Q4	$266K	Buy	+4,518	New	+$356K	0.07%	144

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Opal Capital's BSV Position: Q1 2026 in Review

Opal Capital sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 4,518 shares — an estimated $266K sold.

Opal Capital first reported a position in BSV in Q4 2025 and held it in 1 quarter. The position peaked at $266K in Q4 2025. 1,338 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Opal Capital reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Opal Capital sold 4,518 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $266K.
Opal Capital first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and held it in 1 quarter.
Opal Capital's Vanguard Short-Term Bond ETF position peaked at $266K in Q4 2025.
1,338 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Opal Capital's 13F filing for Q1 2026, filed 18 May 2026.