Per Stirling Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Per Stirling Capital Management’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	$4.34M	Buy	55,363 +3,364	+6%	+$265K	0.48%	57
2025 Q4	$4.1M	Buy	51,999 +1,538	+3%	+$121K	0.46%	56
2025 Q3	$3.98M	Sell	50,461 -2,062	-4%	-$162K	0.48%	56
2025 Q2	$4.13M	Sell	52,523 -2,363	-4%	-$185K	0.54%	53
2025 Q1	$4.3M	Buy	54,886 +8,023	+17%	+$623K	0.62%	44
2024 Q4	$3.62M	Sell	46,863 -422	-0.9%	-$32.8K	0.51%	53
2024 Q3	$3.72M	Buy	47,285 +3,061	+7%	+$238K	0.52%	53
2024 Q2	$3.39M	Buy	44,224 +4,331	+11%	+$330K	0.55%	45
2024 Q1	$3.06M	Sell	39,893 -408	-1%	-$31.3K	0.51%	46
2023 Q4	$3.1M	Buy	40,301 +182	+0.5%	+$13.8K	0.57%	43
2023 Q3	$3.02M	Sell	40,119 -283	-0.7%	-$21.3K	0.63%	40
2023 Q2	$3.05M	Sell	40,402 -4,099	-9%	-$312K	0.62%	42
2023 Q1	$3.4M	Sell	44,501 -4,859	-10%	-$368K	0.73%	38
2022 Q4	$3.72M	Buy	+49,360	New	+$3.7M	0.68%	38

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

Per Stirling Capital Management's BSV Position: Q1 2026 in Review

Per Stirling Capital Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 6.5% in Q1 2026, buying an estimated $265K and bringing the position to 55,363 shares worth $4.34M. The position accounts for 0.48% of the portfolio, ranked #57.

Per Stirling Capital Management first reported a position in BSV in Q4 2022 and has held it in 14 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Per Stirling Capital Management held 55,363 shares of Vanguard Short-Term Bond ETF worth $4.34M as of Q1 2026.
Per Stirling Capital Management bought 3,364 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $265K.
Vanguard Short-Term Bond ETF made up 0.48% of Per Stirling Capital Management's portfolio in Q1 2026, its #57 holding.
Per Stirling Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.