Summit Trail Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Summit Trail Advisors’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	-13,840	Closed	-$1.09M	–	1450
2025 Q4	$1.09M	Buy	+13,840	New	+$1.09M	0.02%	773
2019 Q4	–	Sell	-6,139	Closed	-$496K	–	78
2019 Q3	$496K	Hold	6,139	–	–	0.18%	45
2019 Q2	$494K	Sell	6,139 -2,521	-29%	-$201K	0.22%	39
2019 Q1	$689K	Buy	+8,660	New	+$683K	0.3%	36
2018 Q2	–	Sell	-23,656	Closed	-$1.42M	–	512
2018 Q1	$1.42M	Buy	23,656 +5,439	+30%	+$427K	0.24%	93
2017 Q4	$1.44M	Buy	+18,217	New	+$1.45M	0.18%	111

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

Summit Trail Advisors's BSV Position: Q1 2026 in Review

Summit Trail Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 13,840 shares — an estimated $1.09M sold.

Summit Trail Advisors first reported a position in BSV in Q4 2017 and held it in 6 quarters. The position peaked at $1.44M in Q4 2017. 1,341 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Summit Trail Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Summit Trail Advisors sold 13,840 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $1.09M.
Summit Trail Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and held it in 6 quarters.
Summit Trail Advisors's Vanguard Short-Term Bond ETF position peaked at $1.44M in Q4 2017.
1,341 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.