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

SOL 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	–	Sell	-19,910	Closed	-$1.57M	–	86
2025 Q4	$1.57M	Sell	19,910 -3,330	-14%	-$263K	0.14%	145
2025 Q3	$1.83M	Sell	23,240 -14,590	-39%	-$1.15M	0.16%	128
2025 Q2	$2.98M	Sell	37,830 -9,735	-20%	-$761K	0.29%	95
2025 Q1	$3.72M	Sell	47,565 -1,150	-2%	-$89.3K	0.41%	69
2024 Q4	$3.76M	Sell	48,715 -490	-1%	-$38K	0.42%	68
2024 Q3	$3.87M	Sell	49,205 -1,385	-3%	-$108K	0.43%	67
2024 Q2	$3.88M	Buy	50,590 +6,105	+14%	+$466K	0.47%	61
2024 Q1	$3.41M	Buy	44,485 +5,665	+15%	+$435K	0.43%	66
2023 Q4	$2.99M	Buy	38,820 +12,765	+49%	+$966K	0.41%	76
2023 Q3	$1.96M	Buy	+26,055	New	+$1.96M	0.3%	98
2022 Q4	–	Sell	-5,735	Closed	-$429K	–	277
2022 Q3	$429K	Buy	+5,735	New	+$438K	0.09%	187

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

SOL Capital Management's BSV Position: Q1 2026 in Review

SOL Capital Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 19,910 shares — an estimated $1.57M sold.

SOL Capital Management first reported a position in BSV in Q3 2022 and held it in 11 quarters. The position peaked at $3.88M in Q2 2024. 1,339 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

SOL Capital Management reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
SOL Capital Management sold 19,910 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $1.57M.
SOL Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and held it in 11 quarters.
SOL Capital Management's Vanguard Short-Term Bond ETF position peaked at $3.88M in Q2 2024.
1,339 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.