TI
BSV icon

Truepoint Inc’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Truepoint Inc’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 		$566M Buy
7,217,987
+238,431
+3% +$18.8M 12.62% 1
2025
Q4 		$550M Buy
6,979,556
+256,915
+4% +$20.3M 12.38% 1
2025
Q3 		$530M Buy
6,722,641
+306,847
+5% +$24.1M 12.34% 1
2025
Q2 		$505M Buy
6,415,794
+77,960
+1% +$6.1M 12.57% 1
2025
Q1 		$496M Buy
6,337,834
+75,092
+1% +$5.83M 13.46% 1
2024
Q4 		$484M Buy
6,262,742
+248,778
+4% +$19.3M 12.95% 1
2024
Q3 		$473M Buy
6,013,964
+146,868
+3% +$11.4M 12.71% 1
2024
Q2 		$450M Buy
5,867,096
+140,394
+2% +$10.7M 12.84% 1
2024
Q1 		$439M Buy
5,726,702
+185,999
+3% +$14.3M 12.48% 1
2023
Q4 		$427M Buy
5,540,703
+120,897
+2% +$9.15M 12.5% 1
2023
Q3 		$407M Buy
5,419,806
+184,651
+4% +$13.9M 13.1% 1
2023
Q2 		$396M Buy
5,235,155
+129,942
+3% +$9.9M 13.11% 2
2023
Q1 		$390M Buy
5,105,213
+264,044
+5% +$20M 13.46% 2
2022
Q4 		$364M Buy
4,841,169
+2,822,760
+140% +$212M 13.18% 2
2022
Q3 		$151M Sell
2,018,409
-11,999
-0.6% -$917K 7.73% 5
2022
Q2 		$156M Sell
2,030,408
-10,598
-0.5% -$816K 8.12% 5
2022
Q1 		$159M Sell
2,041,006
-17,304
-0.8% -$1.37M 7.54% 6
2021
Q4 		$166M Buy
2,058,310
+89,569
+5% +$7.28M 7.76% 5
2021
Q3 		$161M Buy
1,968,741
+73,965
+4% +$6.08M 8.1% 5
2021
Q2 		$156M Buy
1,894,776
+122,178
+7% +$10.1M 8.62% 4
2021
Q1 		$146M Buy
1,772,598
+131,824
+8% +$10.9M 9.06% 4
2020
Q4 		$136M Buy
1,640,774
+173,438
+12% +$14.4M 9.03% 4
2020
Q3 		$122M Buy
1,467,336
+81,048
+6% +$6.73M 9.31% 4
2020
Q2 		$115M Buy
1,386,288
+212,701
+18% +$17.6M 9.28% 4
2020
Q1 		$96.4M Sell
1,173,587
-126,527
-10% -$10.3M 8.81% 4
2019
Q4 		$105M Buy
+1,300,114
New +$105M 7.94% 5
2019
Q3 		– Sell
-1,205,353
Closed -$97.1M – 112
2019
Q2 		$97.1M Buy
1,205,353
+78,057
+7% +$6.22M 7.83% 5
2019
Q1 		$89.7M Buy
1,127,296
+87,156
+8% +$6.88M 7.66% 5
2018
Q4 		$81.7M Sell
1,040,140
-10,171
-1% -$793K 7.8% 5
2018
Q3 		$82M Buy
1,050,311
+28,273
+3% +$2.21M 7.08% 6
2018
Q2 		$79.9M Buy
1,022,038
+945,045
+1,227% +$73.8M 7.19% 5
2018
Q1 		$982K Sell
76,993
-831,416
-92% -$65.3M 7.64% 4
2017
Q4 		$71.9M Buy
908,409
+85,827
+10% +$6.82M 6.76% 6
2017
Q3 		$65.7M Buy
822,582
+39,836
+5% +$3.19M 6.44% 6
2017
Q2 		$62.6M Buy
782,746
+76,096
+11% +$6.08M 6.29% 6
2017
Q1 		$56.3M Buy
706,650
+40,822
+6% +$3.25M 6.06% 6
2016
Q4 		$53M Buy
665,828
+117,139
+21% +$9.37M 5.9% 6
2016
Q3 		$44.4M Buy
548,689
+45,421
+9% +$3.67M 5.39% 6
2016
Q2 		$40.8M Buy
503,268
+33,608
+7% +$2.71M 5.24% 6
2016
Q1 		$37.9M Buy
469,660
+25,699
+6% +$2.06M 5% 6
2015
Q4 		$35.3M Buy
443,961
+46,362
+12% +$3.71M 4.9% 6
2015
Q3 		$32M Buy
397,599
+26,448
+7% +$2.12M 4.77% 6
2015
Q2 		$29.8M Buy
371,151
+31,652
+9% +$2.54M 4.47% 6
2015
Q1 		$27.3M Buy
339,499
+61,948
+22% +$4.97M 4.28% 6
2014
Q4 		$22.2M Buy
277,551
+49,561
+22% +$3.98M 3.55% 7
2014
Q3 		$18.2M Buy
227,990
+85,394
+60% +$6.84M 3.08% 7
2014
Q2 		$11.5M Buy
142,596
+95,088
+200% +$7.63M 2.01% 7
2014
Q1 		$3.8M Buy
+47,508
New +$3.81M 0.73% 8

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

Truepoint Inc's BSV Position: Q1 2026 in Review

Truepoint Inc increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.4% in Q1 2026, buying an estimated $18.8M and bringing the position to 7,217,987 shares worth $566M. The position accounts for 12.62% of the portfolio, ranked #1.

Truepoint Inc first reported a position in BSV in Q1 2014 and has held it in 48 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Truepoint Inc held 7,217,987 shares of Vanguard Short-Term Bond ETF worth $566M as of Q1 2026.
  • Truepoint Inc bought 238,431 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $18.8M.
  • Vanguard Short-Term Bond ETF made up 12.62% of Truepoint Inc's portfolio in Q1 2026, its #1 holding.
  • Truepoint Inc first reported a position in Vanguard Short-Term Bond ETF in Q1 2014 and has held it in 48 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.