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

Vaughan Nelson 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	$487K	Hold	6,255	–	–	﹤0.01%	190
2026 Q1	$490K	Buy	6,255 +330	+6%	+$26K	﹤0.01%	187
2025 Q4	$467K	Hold	5,925	–	–	﹤0.01%	183
2025 Q3	$468K	Hold	5,925	–	–	﹤0.01%	177
2025 Q2	$466K	Hold	5,925	–	–	﹤0.01%	172
2025 Q1	$464K	Sell	5,925 -350	-6%	-$27.2K	﹤0.01%	184
2024 Q4	$485K	Buy	6,275 +45	+0.7%	+$3.49K	﹤0.01%	182
2024 Q3	$490K	Hold	6,230	–	–	﹤0.01%	181
2024 Q2	$478K	Hold	6,230	–	–	﹤0.01%	178
2024 Q1	$478K	Buy	6,230 +835	+15%	+$64.1K	﹤0.01%	179
2023 Q4	$416K	Hold	5,395	–	–	﹤0.01%	190
2023 Q3	$406K	Hold	5,395	–	–	﹤0.01%	198
2023 Q2	$408K	Hold	5,395	–	–	﹤0.01%	197
2023 Q1	$413K	Hold	5,395	–	–	0.01%	185
2022 Q4	$406K	Buy	5,395 +1,180	+28%	+$88.5K	0.01%	188
2022 Q3	$315K	Buy	4,215 +350	+9%	+$26.7K	﹤0.01%	180
2022 Q2	$297K	Hold	3,865	–	–	﹤0.01%	188
2022 Q1	$301K	Hold	3,865	–	–	﹤0.01%	184
2021 Q4	$312K	Hold	3,865	–	–	﹤0.01%	184
2021 Q3	$317K	Hold	3,865	–	–	﹤0.01%	181
2021 Q2	$318K	Buy	+3,865	New	+$318K	﹤0.01%	180

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Vaughan Nelson Investment Management's BSV Position: Q2 2026 in Review

Vaughan Nelson Investment Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 6,255 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Vaughan Nelson Investment Management first reported a position in BSV in Q2 2021 and has held it in 21 quarters since. The position peaked at $490K in Q1 2026. 928 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Vaughan Nelson Investment Management held 6,255 shares of Vanguard Short-Term Bond ETF worth $487K as of Q2 2026.
Vaughan Nelson Investment Management left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #190 holding.
Vaughan Nelson Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2021 and has held it in 21 quarters since.
Vaughan Nelson Investment Management's Vanguard Short-Term Bond ETF position peaked at $490K in Q1 2026.
928 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.