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

Shuttleworth & 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 		$1.02M Sell
13,037
-63
-0.5% -$4.92K 0.81% 43
2026
Q1 		$1.03M Buy
13,100
+4,164
+47% +$328K 0.93% 46
2025
Q4 		$704K Buy
8,936
+1,309
+17% +$103K 0.64% 51
2025
Q3 		$602K Buy
+7,627
New +$600K 0.55% 52

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Shuttleworth & Co reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.48% in Q2 2026, selling an estimated $4.92K and leaving 13,037 shares worth $1.02M. The position accounts for 0.81% of the portfolio, ranked #43.

Shuttleworth & Co first reported a position in BSV in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.03M in Q1 2026. 1,353 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Shuttleworth & Co held 13,037 shares of Vanguard Short-Term Bond ETF worth $1.02M as of Q2 2026.
  • Shuttleworth & Co sold 63 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $4.92K.
  • Vanguard Short-Term Bond ETF made up 0.81% of Shuttleworth & Co's portfolio in Q2 2026, its #43 holding.
  • Shuttleworth & Co first reported a position in Vanguard Short-Term Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Shuttleworth & Co's Vanguard Short-Term Bond ETF position peaked at $1.03M in Q1 2026.
  • 1,353 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Shuttleworth & Co's 13F filing for Q2 2026, filed 5 Aug 2026.