Sand Hill Global Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Sand Hill Global Advisors’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	$10.9M	Sell	139,513 -109	-0.1%	-$8.51K	0.33%	41
2026 Q1	$10.9M	Buy	139,622 +27	+0%	+$2.13K	0.37%	38
2025 Q4	$11M	Buy	139,595 +2,861	+2%	+$226K	0.38%	36
2025 Q3	$10.8M	Hold	136,734	–	–	0.38%	38
2025 Q2	$10.8M	Buy	+136,734	New	+$10.7M	0.4%	36

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

Sand Hill Global Advisors's BSV Position: Q2 2026 in Review

Sand Hill Global Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.08% in Q2 2026, selling an estimated $8.51K and leaving 139,513 shares worth $10.9M. The position accounts for 0.33% of the portfolio, ranked #41.

Sand Hill Global Advisors first reported a position in BSV in Q2 2025 and has held it in 5 quarters since. The position peaked at $11M in Q4 2025. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Sand Hill Global Advisors held 139,513 shares of Vanguard Short-Term Bond ETF worth $10.9M as of Q2 2026.
Sand Hill Global Advisors sold 109 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $8.51K.
Vanguard Short-Term Bond ETF made up 0.33% of Sand Hill Global Advisors's portfolio in Q2 2026, its #41 holding.
Sand Hill Global Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
Sand Hill Global Advisors's Vanguard Short-Term Bond ETF position peaked at $11M in Q4 2025.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.