&Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

&Partners’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	$102M	Buy	1,296,496 +145,508	+13%	+$11.5M	0.5%	32
2025 Q4	$90.7M	Buy	1,150,988 +205,683	+22%	+$16.2M	0.47%	35
2025 Q3	$75M	Buy	945,305 +147,198	+18%	+$11.6M	0.48%	33
2025 Q2	$63.1M	Buy	798,107 +220,435	+38%	+$17.2M	0.48%	38
2025 Q1	$45.4M	Buy	577,672 +143,972	+33%	+$11.2M	0.48%	45
2024 Q4	$33.6M	Buy	433,700 +160,563	+59%	+$12.5M	0.4%	54
2024 Q3	$21.7M	Buy	273,137 +203,522	+292%	+$15.9M	0.42%	54
2024 Q2	$5.43M	Buy	69,615 +46,486	+201%	+$3.55M	0.24%	96
2024 Q1	$1.81M	Buy	23,129 +10,050	+77%	+$771K	0.25%	82
2023 Q4	$1.05M	Buy	+13,079	New	+$990K	0.26%	93

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

&Partners's BSV Position: Q1 2026 in Review

&Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 13% in Q1 2026, buying an estimated $11.5M and bringing the position to 1,296,496 shares worth $102M. The position accounts for 0.5% of the portfolio, ranked #32.

&Partners first reported a position in BSV in Q4 2023 and has held it in 10 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

&Partners held 1,296,496 shares of Vanguard Short-Term Bond ETF worth $102M as of Q1 2026.
&Partners bought 145,508 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $11.5M.
Vanguard Short-Term Bond ETF made up 0.5% of &Partners's portfolio in Q1 2026, its #32 holding.
&Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.