Osaic Holdings
BSV icon

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
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 Sell
3,882,971
-1,143,724
-23% -$94.6M 1.08% 12
2020
Q1 		$313M Buy
+5,026,695
New +$408M 1.28% 9

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 $374B AUM 17.66% 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

Osaic Holdings's BSV Position: Q1 2026 in Review

Osaic Holdings increased its Vanguard Short-Term Bond ETF (BSV) stake by 8.8% in Q1 2026, buying an estimated $11.6M and bringing the position to 1,822,593 shares worth $143M. The position accounts for 0.21% of the portfolio, ranked #96.

Osaic Holdings first reported a position in BSV in Q1 2020 and has held it in 25 quarters since. The position peaked at $723M in Q3 2022. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Osaic Holdings held 1,822,593 shares of Vanguard Short-Term Bond ETF worth $143M as of Q1 2026.
  • Osaic Holdings bought 147,868 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $11.6M.
  • Vanguard Short-Term Bond ETF made up 0.21% of Osaic Holdings's portfolio in Q1 2026, its #96 holding.
  • Osaic Holdings first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Vanguard Short-Term Bond ETF position peaked at $723M in Q3 2022.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.