&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 Q2	$114M	Buy	1,466,522 +170,026	+13%	+$13.3M	0.47%	36
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 $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

&Partners's BSV Position: Q2 2026 in Review

&Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 13% in Q2 2026, buying an estimated $13.3M and bringing the position to 1,466,522 shares worth $114M. The position accounts for 0.47% of the portfolio, ranked #36.

&Partners first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

&Partners held 1,466,522 shares of Vanguard Short-Term Bond ETF worth $114M as of Q2 2026.
&Partners bought 170,026 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $13.3M.
Vanguard Short-Term Bond ETF made up 0.47% of &Partners's portfolio in Q2 2026, its #36 holding.
&Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.