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

Orion Capital Management’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 		$47K Sell
599
-11
-2% -$866 0.02% 264
2025
Q4 		$48.1K Sell
610
-1
-0.2% -$79 0.02% 275
2025
Q3 		$48.2K Sell
611
-12
-2% -$944 0.02% 273
2025
Q2 		$49K Hold
623
– – 0.02% 246
2025
Q1 		$48.8K Sell
623
-1,597
-72% -$124K 0.02% 239
2024
Q4 		$172K Sell
2,220
-2,428
-52% -$188K 0.08% 131
2024
Q3 		$366K Buy
4,648
+1,524
+49% +$119K 0.18% 82
2024
Q2 		$240K Buy
3,124
+150
+5% +$11.4K 0.13% 102
2024
Q1 		$228K Buy
2,974
+2,518
+552% +$193K 0.12% 110
2023
Q4 		$35.1K Sell
456
-56
-11% -$4.24K 0.02% 277
2023
Q3 		$38.5K Buy
+512
New +$38.6K 0.03% 253
2023
Q2 		– Sell
-331
Closed -$25.3K – 190
2023
Q1 		$25.3K Buy
331
+208
+169% +$15.8K 0.02% 293
2022
Q4 		$9.26K Sell
123
-878
-88% -$65.9K 0.01% 318
2022
Q3 		$75K Sell
1,001
-7,537
-88% -$576K 0.06% 165
2022
Q2 		$656K Sell
8,538
-18,956
-69% -$1.46M 0.51% 44
2022
Q1 		$2.14M Buy
27,494
+1,202
+5% +$95.4K 1.29% 20
2021
Q4 		$2.13M Sell
26,292
-903
-3% -$73.4K 1.21% 23
2021
Q3 		$2.23M Sell
27,195
-1,306
-5% -$107K 1.35% 20
2021
Q2 		$2.34M Sell
28,501
-98
-0.3% -$8.06K 1.46% 19
2021
Q1 		$2.35M Sell
28,599
-10,750
-27% -$887K 1.64% 16
2020
Q4 		$3.09M Buy
+39,349
New +$3.26M 2.28% 10

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 $424B AUM 22.94% 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

Orion Capital Management's BSV Position: Q1 2026 in Review

Orion Capital Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.8% in Q1 2026, selling an estimated $866 and leaving 599 shares worth $47K. The position accounts for 0.02% of the portfolio, ranked #264.

Orion Capital Management first reported a position in BSV in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.09M in Q4 2020. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Orion Capital Management held 599 shares of Vanguard Short-Term Bond ETF worth $47K as of Q1 2026.
  • Orion Capital Management sold 11 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $866.
  • Vanguard Short-Term Bond ETF made up 0.02% of Orion Capital Management's portfolio in Q1 2026, its #264 holding.
  • Orion Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Orion Capital Management's Vanguard Short-Term Bond ETF position peaked at $3.09M in Q4 2020.
  • 1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.