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Stephens Inc’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Stephens Inc’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 		$3.42M Sell
43,875
-1,716
-4% -$134K 0.04% 378
2026
Q1 		$3.57M Buy
45,591
+2,200
+5% +$173K 0.04% 357
2025
Q4 		$3.42M Buy
43,391
+833
+2% +$65.7K 0.04% 381
2025
Q3 		$3.36M Buy
42,558
+167
+0.4% +$13.1K 0.04% 374
2025
Q2 		$3.34M Buy
42,391
+329
+0.8% +$25.7K 0.05% 349
2025
Q1 		$3.29M Sell
42,062
-430
-1% -$33.4K 0.05% 346
2024
Q4 		$3.28M Buy
42,492
+1,429
+3% +$111K 0.05% 338
2024
Q3 		$3.23M Buy
41,063
+10,740
+35% +$837K 0.05% 344
2024
Q2 		$2.33M Sell
30,323
-406
-1% -$31K 0.04% 398
2024
Q1 		$2.36M Sell
30,729
-157
-0.5% -$12K 0.04% 391
2023
Q4 		$2.38M Sell
30,886
-1,262
-4% -$95.5K 0.04% 362
2023
Q3 		$2.42M Buy
32,148
+15
+0% +$1.13K 0.05% 332
2023
Q2 		$2.43M Sell
32,133
-178
-0.6% -$13.6K 0.04% 340
2023
Q1 		$2.47M Sell
32,311
-36
-0.1% -$2.73K 0.05% 338
2022
Q4 		$2.44M Sell
32,347
-10,291
-24% -$772K 0.05% 328
2022
Q3 		$3.19M Buy
42,638
+579
+1% +$44.2K 0.07% 286
2022
Q2 		$3.23M Sell
42,059
-393
-0.9% -$30.3K 0.07% 297
2022
Q1 		$3.31M Sell
42,452
-3,499
-8% -$278K 0.05% 332
2021
Q4 		$3.71M Buy
45,951
+2,650
+6% +$216K 0.06% 331
2021
Q3 		$3.55M Buy
43,301
+4,571
+12% +$376K 0.05% 346
2021
Q2 		$3.18M Buy
38,730
+668
+2% +$55K 0.05% 381
2021
Q1 		$3.13M Sell
38,062
-12,947
-25% -$1.07M 0.05% 351
2020
Q4 		$4.23M Buy
51,009
+23,562
+86% +$1.95M 0.08% 269
2020
Q3 		$2.28M Buy
27,447
+1,225
+5% +$102K 0.04% 364
2020
Q2 		$2.18M Sell
26,222
-658
-2% -$54.4K 0.05% 359
2020
Q1 		$2.21M Sell
26,880
-444
-2% -$36.1K 0.06% 328
2019
Q4 		$2.2M Sell
27,324
-1,148
-4% -$92.7K 0.05% 383
2019
Q3 		$2.3M Sell
28,472
-2,353
-8% -$190K 0.05% 357
2019
Q2 		$2.48M Sell
30,825
-4,998
-14% -$399K 0.06% 356
2019
Q1 		$2.85M Buy
35,823
+1,358
+4% +$107K 0.07% 322
2018
Q4 		$2.71M Sell
34,465
-6,378
-16% -$497K 0.08% 288
2018
Q3 		$3.19M Sell
40,843
-2,580
-6% -$202K 0.08% 303
2018
Q2 		$3.4M Buy
+43,423
New +$3.39M 0.1% 230
2014
Q1 		– Sell
-38,385
Closed -$3.07M – 815
2013
Q4 		$3.07M Sell
38,385
-5,650
-13% -$454K 0.15% 144
2013
Q3 		$3.54M Sell
44,035
-3,226
-7% -$258K 0.19% 107
2013
Q2 		$3.78M Buy
+47,261
New +$3.82M 0.21% 87

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

Stephens Inc's BSV Position: Q2 2026 in Review

Stephens Inc reduced its Vanguard Short-Term Bond ETF (BSV) stake by 3.8% in Q2 2026, selling an estimated $134K and leaving 43,875 shares worth $3.42M. The position accounts for 0.04% of the portfolio, ranked #378.

Stephens Inc first reported a position in BSV in Q2 2013 and has held it in 36 quarters since. The position peaked at $4.23M in Q4 2020. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Stephens Inc held 43,875 shares of Vanguard Short-Term Bond ETF worth $3.42M as of Q2 2026.
  • Stephens Inc sold 1,716 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $134K.
  • Vanguard Short-Term Bond ETF made up 0.04% of Stephens Inc's portfolio in Q2 2026, its #378 holding.
  • Stephens Inc first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 36 quarters since.
  • Stephens Inc's Vanguard Short-Term Bond ETF position peaked at $4.23M in Q4 2020.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.