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SVB Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

SVB Wealth’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 		$233K Sell
2,986
-500
-14% -$39K 0.01% 363
2026
Q1 		$273K Sell
3,486
-836
-19% -$65.8K 0.02% 331
2025
Q4 		$341K Hold
4,322
– – 0.02% 316
2025
Q3 		$341K Hold
4,322
– – 0.02% 335
2025
Q2 		$340K Buy
+4,322
New +$338K 0.02% 343
2025
Q1 		– Sell
-4,582
Closed -$354K – 1526
2024
Q4 		$354K Buy
+4,582
New +$356K 0.01% 507
2024
Q3 		– Sell
-10,589
Closed -$812K – 99
2024
Q2 		$812K Sell
10,589
-22,028
-68% -$1.68M 0.02% 355
2024
Q1 		$2.5M Sell
32,617
-2,340
-7% -$180K 0.06% 224
2023
Q4 		$2.69M Buy
34,957
+8,326
+31% +$630K 0.07% 210
2023
Q3 		$2M Sell
26,631
-1,434
-5% -$108K 0.04% 225
2023
Q2 		$2.12M Sell
28,065
-5,942
-17% -$453K 0.04% 230
2023
Q1 		$2.6M Sell
34,007
-60,580
-64% -$4.59M 0.04% 231
2022
Q4 		$7.12M Buy
94,587
+254
+0.3% +$19.1K 0.1% 148
2022
Q3 		$7.06M Buy
94,333
+40,752
+76% +$3.11M 0.1% 142
2022
Q2 		$4.11M Buy
53,581
+4,129
+8% +$318K 0.06% 163
2022
Q1 		$3.85M Sell
49,452
-1,709
-3% -$136K 0.05% 168
2021
Q4 		$4.13M Sell
51,161
-5,782
-10% -$470K 0.07% 160
2021
Q3 		$4.67M Sell
56,943
-1,869
-3% -$154K 0.06% 169
2021
Q2 		$4.83M Buy
58,812
+8,990
+18% +$740K 0.06% 173
2021
Q1 		$4.09M Sell
49,822
-3,345
-6% -$276K 0.06% 173
2020
Q4 		$4.41M Sell
53,167
-440
-0.8% -$36.5K 0.06% 170
2020
Q3 		$4.45M Sell
53,607
-14,507
-21% -$1.21M 0.07% 156
2020
Q2 		$5.66M Buy
68,114
+67,899
+31,581% +$5.62M 0.11% 128
2020
Q1 		$17K Sell
215
-63,819
-100% -$5.18M ﹤0.01% 538
2019
Q4 		$5.16M Sell
64,034
-5,934
-8% -$479K 0.09% 136
2019
Q3 		$5.65M Sell
69,968
-267
-0.4% -$21.5K 0.11% 124
2019
Q2 		$5.66M Buy
+70,235
New +$5.6M 0.19% 124

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

SVB Wealth's BSV Position: Q2 2026 in Review

SVB Wealth reduced its Vanguard Short-Term Bond ETF (BSV) stake by 14% in Q2 2026, selling an estimated $39K and leaving 2,986 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #363.

SVB Wealth first reported a position in BSV in Q2 2019 and has held it in 27 quarters since. The position peaked at $7.12M in Q4 2022. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • SVB Wealth held 2,986 shares of Vanguard Short-Term Bond ETF worth $233K as of Q2 2026.
  • SVB Wealth sold 500 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $39K.
  • Vanguard Short-Term Bond ETF made up 0.01% of SVB Wealth's portfolio in Q2 2026, its #363 holding.
  • SVB Wealth first reported a position in Vanguard Short-Term Bond ETF in Q2 2019 and has held it in 27 quarters since.
  • SVB Wealth's Vanguard Short-Term Bond ETF position peaked at $7.12M in Q4 2022.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.