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

Schiavi & Co’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	$410K	Buy	+5,260	New	+$410K	0.11%	37
2024 Q1	–	Sell	-9,544	Closed	-$735K	–	36
2023 Q4	$735K	Hold	9,544	–	–	0.31%	12
2023 Q3	$717K	Hold	9,544	–	–	0.3%	12
2023 Q2	$721K	Hold	9,544	–	–	0.3%	12
2023 Q1	$730K	Hold	9,544	–	–	0.32%	12
2022 Q4	$718K	Hold	9,544	–	–	0.46%	9
2022 Q3	$714K	Buy	+9,544	New	+$729K	0.52%	9

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

Schiavi & Co's BSV Position: Q2 2026 in Review

Schiavi & Co opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 5,260 shares worth $410K. The stake represents 0.11% of the portfolio and ranks #37 among its holdings. This is a return to the name: Schiavi & Co previously reported a position in BSV as recently as Q4 2023.

Schiavi & Co first reported a position in BSV in Q3 2022 and has held it in 7 quarters since. The position peaked at $735K in Q4 2023. 1,357 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Schiavi & Co held 5,260 shares of Vanguard Short-Term Bond ETF worth $410K as of Q2 2026.
Vanguard Short-Term Bond ETF was a new Schiavi & Co position in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.11% of Schiavi & Co's portfolio in Q2 2026, its #37 holding.
Schiavi & Co first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and has held it in 7 quarters since.
Schiavi & Co's Vanguard Short-Term Bond ETF position peaked at $735K in Q4 2023.
1,357 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Schiavi & Co's 13F filing for Q2 2026, filed 10 Aug 2026.