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TD Private Client Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

TD Private Client 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
Q1 		$16.3M Sell
208,114
-8,347
-4% -$657K 0.34% 52
2025
Q4 		$17.1M Buy
216,461
+2,097
+1% +$165K 0.36% 48
2025
Q3 		$16.9M Buy
214,364
+8,161
+4% +$642K 0.38% 48
2025
Q2 		$16.2M Sell
206,203
-29,839
-13% -$2.33M 0.4% 43
2025
Q1 		$18.5M Buy
236,042
+1,027
+0.4% +$79.7K 0.51% 38
2024
Q4 		$18.2M Sell
235,015
-106
-0% -$8.23K 0.51% 40
2024
Q3 		$18.5M Sell
235,121
-12,109
-5% -$943K 0.53% 39
2024
Q2 		$19M Sell
247,230
-1,969
-0.8% -$150K 0.6% 34
2024
Q1 		$19.1M Sell
249,199
-12,504
-5% -$959K 0.63% 34
2023
Q4 		$20.2M Sell
261,703
-166,809
-39% -$12.6M 0.73% 31
2023
Q3 		$32.2M Buy
428,512
+71,759
+20% +$5.41M 1.39% 11
2023
Q2 		$27M Sell
356,753
-10,431
-3% -$795K 1.16% 12
2023
Q1 		$28.1M Sell
367,184
-309,785
-46% -$23.5M 1.26% 10
2022
Q4 		$51M Buy
676,969
+189,159
+39% +$14.2M 2.41% 5
2022
Q3 		$36.5M Buy
487,810
+10,454
+2% +$799K 1.87% 7
2022
Q2 		$36.7M Sell
477,356
-25,808
-5% -$1.99M 1.79% 7
2022
Q1 		$39.2M Buy
503,164
+16,505
+3% +$1.31M 1.67% 8
2021
Q4 		$39.3M Buy
486,659
+105,921
+28% +$8.61M 1.63% 8
2021
Q3 		$31.2M Buy
380,738
+36,823
+11% +$3.03M 1.33% 11
2021
Q2 		$28.3M Buy
343,915
+26,811
+8% +$2.21M 1.21% 11
2021
Q1 		$26.1M Buy
317,104
+111,691
+54% +$9.22M 1.22% 11
2020
Q4 		$17M Buy
205,413
+10,541
+5% +$873K 0.86% 18
2020
Q3 		$16.2M Sell
194,872
-4,456
-2% -$370K 0.91% 14
2020
Q2 		$16.6M Buy
199,328
+13,795
+7% +$1.14M 0.97% 13
2020
Q1 		$15.2M Sell
185,533
-15,019
-7% -$1.22M 1.09% 11
2019
Q4 		$16.2M Buy
+200,552
New +$16.2M 0.97% 18

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TD Private Client Wealth's BSV Position: Q1 2026 in Review

TD Private Client Wealth reduced its Vanguard Short-Term Bond ETF (BSV) stake by 3.9% in Q1 2026, selling an estimated $657K and leaving 208,114 shares worth $16.3M. The position accounts for 0.34% of the portfolio, ranked #52.

TD Private Client Wealth first reported a position in BSV in Q4 2019 and has held it in 26 quarters since. The position peaked at $51M in Q4 2022. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • TD Private Client Wealth held 208,114 shares of Vanguard Short-Term Bond ETF worth $16.3M as of Q1 2026.
  • TD Private Client Wealth sold 8,347 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $657K.
  • Vanguard Short-Term Bond ETF made up 0.34% of TD Private Client Wealth's portfolio in Q1 2026, its #52 holding.
  • TD Private Client Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Vanguard Short-Term Bond ETF position peaked at $51M in Q4 2022.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.