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Patten Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Patten Group’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 		$3.29M Sell
41,957
-955
-2% -$75.2K 0.57% 45
2025
Q4 		$3.38M Sell
42,912
-1,245
-3% -$98.2K 0.63% 39
2025
Q3 		$3.48M Sell
44,157
-292
-0.7% -$23K 0.68% 34
2025
Q2 		$3.5M Buy
44,449
+1,867
+4% +$146K 0.74% 27
2025
Q1 		$3.33M Buy
42,582
+726
+2% +$56.4K 0.76% 31
2024
Q4 		$3.23M Buy
41,856
+3,520
+9% +$273K 0.72% 34
2024
Q3 		$3.02M Buy
38,336
+4,141
+12% +$323K 0.67% 39
2024
Q2 		$2.62M Sell
34,195
-1,399
-4% -$107K 0.62% 44
2024
Q1 		$2.73M Buy
35,594
+2,160
+6% +$166K 0.67% 42
2023
Q4 		$2.58M Buy
33,434
+13,234
+66% +$1M 0.7% 40
2023
Q3 		$1.52M Buy
20,200
+348
+2% +$26.2K 0.45% 60
2023
Q2 		$1.5M Sell
19,852
-779
-4% -$59.4K 0.22% 68
2023
Q1 		$1.58M Buy
20,631
+967
+5% +$73.3K 0.47% 58
2022
Q4 		$1.48M Buy
19,664
+4,339
+28% +$326K 0.47% 63
2022
Q3 		$1.14M Sell
15,325
-1,520
-9% -$116K 0.39% 81
2022
Q2 		$1.29M Buy
16,845
+4,246
+34% +$327K 0.41% 71
2022
Q1 		$981K Sell
12,599
-2,110
-14% -$167K 0.28% 105
2021
Q4 		$1.19M Buy
14,709
+2,441
+20% +$199K 0.31% 93
2021
Q3 		$1M Buy
12,268
+3,620
+42% +$297K 0.3% 100
2021
Q2 		$711K Buy
8,648
+3,083
+55% +$254K 0.21% 124
2021
Q1 		$457K Buy
5,565
+100
+2% +$8.26K 0.15% 161
2020
Q4 		$453K Buy
5,465
+350
+7% +$29K 0.12% 157
2020
Q3 		$425K Sell
5,115
-1,330
-21% -$111K 0.17% 141
2020
Q2 		$536K Buy
6,445
+1,775
+38% +$147K 0.23% 109
2020
Q1 		$384K Sell
4,670
-695
-13% -$56.4K 0.2% 114
2019
Q4 		$432K Sell
5,365
-14
-0.3% -$1.13K 0.16% 141
2019
Q3 		$435K Buy
5,379
+29
+0.5% +$2.34K 0.18% 128
2019
Q2 		$431K Buy
5,350
+1,555
+41% +$124K 0.18% 132
2019
Q1 		$302K Buy
3,795
+735
+24% +$58K 0.13% 150
2018
Q4 		$240K Buy
3,060
+2,860
+1,430% +$223K 0.11% 155
2018
Q3 		$16K Sell
200
-500
-71% -$39.1K 0.01% 451
2018
Q2 		$55K Sell
700
-1,492
-68% -$117K 0.02% 310
2018
Q1 		$172K Sell
2,192
-264
-11% -$20.7K 0.07% 196
2017
Q4 		$194K Buy
2,456
+5
+0.2% +$397 0.08% 193
2017
Q3 		$196K Sell
2,451
-78
-3% -$6.24K 0.08% 196
2017
Q2 		$202K Buy
2,529
+1,029
+69% +$82.2K 0.08% 192
2017
Q1 		$119K Hold
1,500
– – 0.05% 223
2016
Q4 		$119K Hold
1,500
– – 0.05% 223
2016
Q3 		$121K Hold
1,500
– – 0.06% 216
2016
Q2 		$122K Hold
1,500
– – 0.06% 216
2016
Q1 		$121K Hold
1,500
– – 0.06% 211
2015
Q4 		$119K Sell
1,500
-120
-7% -$9.6K 0.06% 218
2015
Q3 		$130K Hold
1,620
– – 0.07% 203
2015
Q2 		$130K Buy
+1,620
New +$130K 0.06% 211

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

Patten Group's BSV Position: Q1 2026 in Review

Patten Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 2.2% in Q1 2026, selling an estimated $75.2K and leaving 41,957 shares worth $3.29M. The position accounts for 0.57% of the portfolio, ranked #45.

Patten Group first reported a position in BSV in Q2 2015 and has held it in 44 quarters since. The position peaked at $3.5M in Q2 2025. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Patten Group held 41,957 shares of Vanguard Short-Term Bond ETF worth $3.29M as of Q1 2026.
  • Patten Group sold 955 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $75.2K.
  • Vanguard Short-Term Bond ETF made up 0.57% of Patten Group's portfolio in Q1 2026, its #45 holding.
  • Patten Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2015 and has held it in 44 quarters since.
  • Patten Group's Vanguard Short-Term Bond ETF position peaked at $3.5M in Q2 2025.
  • 1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.