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Tortoise Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Tortoise Investment Management’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 		$568K Buy
7,288
+129
+2% +$10.1K 0.04% 162
2026
Q1 		$561K Buy
7,159
+415
+6% +$32.7K 0.05% 152
2025
Q4 		$531K Buy
6,744
+387
+6% +$30.5K 0.05% 149
2025
Q3 		$502K Buy
6,357
+121
+2% +$9.52K 0.04% 151
2025
Q2 		$491K Buy
6,236
+361
+6% +$28.2K 0.05% 143
2025
Q1 		$460K Buy
5,875
+416
+8% +$32.3K 0.05% 144
2024
Q4 		$422K Buy
5,459
+105
+2% +$8.15K 0.04% 159
2024
Q3 		$421K Buy
5,354
+95
+2% +$7.4K 0.04% 161
2024
Q2 		$403K Buy
5,259
+92
+2% +$7.02K 0.05% 160
2024
Q1 		$396K Buy
5,167
+385
+8% +$29.5K 0.05% 165
2023
Q4 		$368K Buy
4,782
+95
+2% +$7.19K 0.05% 164
2023
Q3 		$352K Buy
4,687
+996
+27% +$75.1K 0.05% 160
2023
Q2 		$279K Buy
3,691
+70
+2% +$5.33K 0.04% 169
2023
Q1 		$277K Buy
3,621
+347
+11% +$26.3K 0.04% 168
2022
Q4 		$246K Buy
3,274
+78
+2% +$5.85K 0.04% 172
2022
Q3 		$239K Buy
3,196
+55
+2% +$4.2K 0.05% 169
2022
Q2 		$241K Buy
3,141
+53
+2% +$4.08K 0.05% 161
2022
Q1 		$241K Buy
+3,088
New +$245K 0.04% 160
2019
Q4 		– Sell
-50
Closed -$4K – 596
2019
Q3 		$4K Hold
50
– – ﹤0.01% 485
2019
Q2 		$4K Hold
50
– – ﹤0.01% 509
2019
Q1 		$4K Hold
50
– – ﹤0.01% 497
2018
Q4 		$4K Hold
50
– – ﹤0.01% 458
2018
Q3 		$4K Hold
50
– – ﹤0.01% 467
2018
Q2 		$4K Hold
50
– – ﹤0.01% 482
2018
Q1 		$4K Hold
50
– – ﹤0.01% 460
2017
Q4 		$4K Hold
50
– – ﹤0.01% 467
2017
Q3 		$4K Hold
50
– – ﹤0.01% 421
2017
Q2 		$4K Hold
50
– – ﹤0.01% 418
2017
Q1 		$4K Buy
+50
New +$3.98K ﹤0.01% 400

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

Tortoise Investment Management's BSV Position: Q2 2026 in Review

Tortoise Investment Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.8% in Q2 2026, buying an estimated $10.1K and bringing the position to 7,288 shares worth $568K. The position accounts for 0.04% of the portfolio, ranked #162.

Tortoise Investment Management first reported a position in BSV in Q1 2017 and has held it in 29 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Tortoise Investment Management held 7,288 shares of Vanguard Short-Term Bond ETF worth $568K as of Q2 2026.
  • Tortoise Investment Management bought 129 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $10.1K.
  • Vanguard Short-Term Bond ETF made up 0.04% of Tortoise Investment Management's portfolio in Q2 2026, its #162 holding.
  • Tortoise Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2017 and has held it in 29 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.