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

Operose 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	$855K	Buy	10,969 +75	+0.7%	+$5.85K	0.17%	69
2026 Q1	$854K	Sell	10,894 -669	-6%	-$52.7K	0.2%	60
2025 Q4	$911K	Sell	11,563 -599	-5%	-$47.3K	0.21%	59
2025 Q3	$960K	Buy	12,162 +9,675	+389%	+$761K	0.24%	54
2025 Q2	$196K	Buy	2,487 +49	+2%	+$3.83K	0.06%	137
2025 Q1	$191K	Buy	2,438 +233	+11%	+$18.1K	0.06%	122
2024 Q4	$170K	Buy	2,205 +526	+31%	+$40.8K	0.06%	131
2024 Q3	$132K	Buy	1,679 +68	+4%	+$5.3K	0.04%	179
2024 Q2	$124K	Sell	1,611 -13	-0.8%	-$992	0.04%	173
2024 Q1	$125K	Buy	+1,624	New	+$125K	0.04%	184

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

Operose Advisors's BSV Position: Q2 2026 in Review

Operose Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.69% in Q2 2026, buying an estimated $5.85K and bringing the position to 10,969 shares worth $855K. The position accounts for 0.17% of the portfolio, ranked #69.

Operose Advisors first reported a position in BSV in Q1 2024 and has held it in 10 quarters since. The position peaked at $960K in Q3 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Operose Advisors held 10,969 shares of Vanguard Short-Term Bond ETF worth $855K as of Q2 2026.
Operose Advisors bought 75 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $5.85K.
Vanguard Short-Term Bond ETF made up 0.17% of Operose Advisors's portfolio in Q2 2026, its #69 holding.
Operose Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2024 and has held it in 10 quarters since.
Operose Advisors's Vanguard Short-Term Bond ETF position peaked at $960K in Q3 2025.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.