Osaic Holdings’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Osaic Holdings’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 Q3	$164M	Buy	2,147,946 +57,894	+3%	+$4.48M	0.2%	96
2026 Q2	$163M	Buy	2,090,052 +267,459	+15%	+$20.9M	0.19%	97
2026 Q1	$143M	Buy	1,822,593 +147,868	+9%	+$11.6M	0.21%	96
2025 Q4	$132M	Buy	1,674,725 +18,676	+1%	+$1.47M	0.19%	98
2025 Q3	$131M	Buy	1,656,049 +479,339	+41%	+$37.7M	0.18%	108
2025 Q2	$92.6M	Buy	1,176,710 +105,151	+10%	+$8.22M	0.16%	123
2025 Q1	$83.9M	Sell	1,071,559 -49,386	-4%	-$3.83M	0.19%	103
2024 Q4	$86.6M	Buy	1,120,945 +121,960	+12%	+$9.47M	0.19%	101
2024 Q3	$78.6M	Sell	998,985 -31,067	-3%	-$2.42M	0.18%	114
2024 Q2	$79M	Sell	1,030,052 -37,386	-4%	-$2.85M	0.19%	106
2024 Q1	$81.9M	Sell	1,067,438 -1,479,280	-58%	-$113M	0.18%	111
2023 Q4	$196M	Sell	2,546,718 -2,505,430	-50%	-$190M	0.34%	50
2023 Q3	$380M	Sell	5,052,148 -2,503,350	-33%	-$189M	0.56%	25
2023 Q2	$571M	Sell	7,555,498 -1,546,162	-17%	-$118M	1.03%	9
2023 Q1	$696M	Sell	9,101,660 -297,662	-3%	-$22.6M	1.31%	4
2022 Q4	$708M	Sell	9,399,322 -264,534	-3%	-$19.8M	1.43%	3
2022 Q3	$723M	Buy	9,663,856 +566,225	+6%	+$43.3M	1.65%	3
2022 Q2	$699M	Buy	9,097,631 +4,320,749	+90%	+$333M	1.54%	4
2022 Q1	$362M	Buy	4,776,882 +487,858	+11%	+$38.7M	0.7%	18
2021 Q4	$347M	Buy	4,289,024 +52,008	+1%	+$4.23M	0.66%	20
2021 Q3	$347M	Buy	4,237,016 +21,829	+0.5%	+$1.79M	0.72%	17
2021 Q2	$346M	Buy	4,215,187 +109,008	+3%	+$8.97M	0.75%	15
2021 Q1	$338M	Buy	4,106,179 +214,371	+6%	+$17.7M	0.81%	16
2020 Q4	$323M	Buy	3,891,808 +157,358	+4%	+$13M	0.86%	16
2020 Q3	$310M	Sell	3,734,450 -148,521	-4%	-$12.3M	0.93%	14
2020 Q2	$323M	Buy	3,882,971 +71,371	+2%	+$5.9M	1.08%	12
2020 Q1	$313M	Buy	+3,811,600	New	+$310M	1.28%	9

Other funds holding BSV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

Osaic Holdings's BSV Position: Q3 2026 in Review

Osaic Holdings increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.8% in Q3 2026, buying an estimated $4.48M and bringing the position to 2,147,946 shares worth $164M. The position accounts for 0.2% of the portfolio, ranked #96.

Osaic Holdings first reported a position in BSV in Q1 2020 and has held it in 27 quarters since. The position peaked at $723M in Q3 2022. 1,203 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Osaic Holdings held 2,147,946 shares of Vanguard Short-Term Bond ETF worth $164M as of Q3 2026.
Osaic Holdings bought 57,894 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $4.48M.
Vanguard Short-Term Bond ETF made up 0.2% of Osaic Holdings's portfolio in Q3 2026, its #96 holding.
Osaic Holdings first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and has held it in 27 quarters since.
Osaic Holdings's Vanguard Short-Term Bond ETF position peaked at $723M in Q3 2022.
1,203 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.