Schwartz Investment Counsel’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Schwartz Investment Counsel’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	$1.07M	Sell	13,750 -1,250	-8%	-$97.5K	0.04%	105
2026 Q1	$1.18M	Hold	15,000	–	–	0.04%	103
2025 Q4	$1.18M	Sell	15,000 -450	-3%	-$35.5K	0.04%	108
2025 Q3	$1.22M	Sell	15,450 -350	-2%	-$27.5K	0.04%	105
2025 Q2	$1.24M	Sell	15,800 -500	-3%	-$39.1K	0.04%	97
2025 Q1	$1.28M	Sell	16,300 -600	-4%	-$46.6K	0.04%	97
2024 Q4	$1.31M	Buy	16,900 +400	+2%	+$31K	0.05%	96
2024 Q3	$1.3M	Hold	16,500	–	–	0.05%	100
2024 Q2	$1.27M	Sell	16,500 -1,000	-6%	-$76.3K	0.05%	104
2024 Q1	$1.34M	Hold	17,500	–	–	0.05%	105
2023 Q4	$1.35M	Sell	17,500 -3,200	-15%	-$242K	0.05%	101
2023 Q3	$1.56M	Sell	20,700 -5,000	-19%	-$377K	0.07%	97
2023 Q2	$1.94M	Hold	25,700	–	–	0.08%	92
2023 Q1	$1.97M	Sell	25,700 -5,035	-16%	-$382K	0.09%	91
2022 Q4	$2.31M	Sell	30,735 -6,665	-18%	-$500K	0.11%	83
2022 Q3	$2.8M	Hold	37,400	–	–	0.14%	80
2022 Q2	$2.87M	Sell	37,400 -650	-2%	-$50.1K	0.14%	80
2022 Q1	$2.96M	Hold	38,050	–	–	0.12%	83
2021 Q4	$3.08M	Hold	38,050	–	–	0.12%	82
2021 Q3	$3.12M	Hold	38,050	–	–	0.13%	79
2021 Q2	$3.13M	Buy	38,050 +12,000	+46%	+$987K	0.13%	79
2021 Q1	$2.14M	Sell	26,050 -3,700	-12%	-$305K	0.09%	86
2020 Q4	$2.47M	Sell	29,750 -1,850	-6%	-$153K	0.11%	77
2020 Q3	$2.62M	Buy	+31,600	New	+$2.63M	0.13%	77
2018 Q3	–	Sell	-34,400	Closed	-$2.69M	–	133
2018 Q2	$2.69M	Sell	34,400 -2,000	-5%	-$156K	0.15%	87
2018 Q1	$2.85M	Hold	36,400	–	–	0.17%	87
2017 Q4	$2.88M	Buy	+36,400	New	+$2.89M	0.17%	86
2016 Q3	–	Sell	-25,600	Closed	-$2.08M	–	128
2016 Q2	$2.08M	Sell	25,600 -400	-2%	-$32.2K	0.15%	87
2016 Q1	$2.1M	Buy	26,000 +400	+2%	+$32.1K	0.16%	93
2015 Q4	$2.04M	Hold	25,600	–	–	0.15%	96
2015 Q3	$2.06M	Sell	25,600 -1,000	-4%	-$80.1K	0.16%	96
2015 Q2	$2.13M	Sell	26,600 -1,500	-5%	-$120K	0.15%	103
2015 Q1	$2.26M	Buy	28,100 +1,250	+5%	+$100K	0.15%	97
2014 Q4	$2.15M	Hold	26,850	–	–	0.14%	100
2014 Q3	$2.15M	Buy	26,850 +3,200	+14%	+$256K	0.15%	94
2014 Q2	$1.9M	Buy	23,650 +4,600	+24%	+$369K	0.13%	102
2014 Q1	$1.53M	Buy	19,050 +8,300	+77%	+$666K	0.11%	105
2013 Q4	$859K	Buy	10,750 +200	+2%	+$16.1K	0.06%	136
2013 Q3	$848K	Buy	10,550 +500	+5%	+$40.1K	0.07%	139
2013 Q2	$805K	Buy	+10,050	New	+$811K	0.08%	135

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

Schwartz Investment Counsel's BSV Position: Q2 2026 in Review

Schwartz Investment Counsel reduced its Vanguard Short-Term Bond ETF (BSV) stake by 8.3% in Q2 2026, selling an estimated $97.5K and leaving 13,750 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #105.

Schwartz Investment Counsel first reported a position in BSV in Q2 2013 and has held it in 40 quarters since. The position peaked at $3.13M in Q2 2021. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Schwartz Investment Counsel held 13,750 shares of Vanguard Short-Term Bond ETF worth $1.07M as of Q2 2026.
Schwartz Investment Counsel sold 1,250 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $97.5K.
Vanguard Short-Term Bond ETF made up 0.04% of Schwartz Investment Counsel's portfolio in Q2 2026, its #105 holding.
Schwartz Investment Counsel first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 40 quarters since.
Schwartz Investment Counsel's Vanguard Short-Term Bond ETF position peaked at $3.13M in Q2 2021.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Schwartz Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.