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

Swan Capital’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	-1	Closed	-$89	–	562
2025 Q4	$89	Hold	1	–	–	﹤0.01%	494
2025 Q3	$88	Sell	1 -2	-67%	-$157	﹤0.01%	478
2025 Q2	$259	Hold	3	–	–	﹤0.01%	439
2025 Q1	$255	Hold	3	–	–	﹤0.01%	339
2024 Q4	$250	Sell	3 -3	-50%	-$233	﹤0.01%	346
2024 Q3	$500	Sell	6 -5	-45%	-$389	﹤0.01%	300
2024 Q2	$807	Buy	+11	New	+$839	﹤0.01%	234
2023 Q1	$3.32M	Buy	+43,346	New	+$3.28M	3.2%	12

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Swan Capital's BSV Position: Q1 2026 in Review

Swan Capital sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 1 share — an estimated $89 sold.

Swan Capital first reported a position in BSV in Q1 2023 and held it in 8 quarters. The position peaked at $3.32M in Q1 2023. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Swan Capital reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Swan Capital sold 1 Vanguard Short-Term Bond ETF share in Q1 2026, an estimated $89.
Swan Capital first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and held it in 8 quarters.
Swan Capital's Vanguard Short-Term Bond ETF position peaked at $3.32M in Q1 2023.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.