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

Verde Capital 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 		$301K Buy
3,869
+131
+4% +$10.2K 0.06% 69
2026
Q1 		$293K Buy
3,738
+10
+0.3% +$787 0.06% 58
2025
Q4 		$294K Buy
3,728
+879
+31% +$69.3K 0.06% 62
2025
Q3 		$225K Buy
+2,849
New +$224K 0.05% 64
2025
Q1 		– Sell
-2,877
Closed -$222K – 65
2024
Q4 		$222K Sell
2,877
-294
-9% -$22.8K 0.06% 60
2024
Q3 		$250K Sell
3,171
-340
-10% -$26.5K 0.07% 51
2024
Q2 		$269K Sell
3,511
-149
-4% -$11.4K 0.09% 44
2024
Q1 		$281K Buy
3,660
+646
+21% +$49.6K 0.1% 38
2023
Q4 		$232K Sell
3,014
-1,548
-34% -$117K 0.09% 39
2023
Q3 		$343K Sell
4,562
-144
-3% -$10.9K 0.13% 36
2023
Q2 		$356K Sell
4,706
-1,079
-19% -$82.2K 0.13% 37
2023
Q1 		$443K Sell
5,785
-1,237
-18% -$93.7K 0.18% 37
2022
Q4 		$529K Sell
7,022
-1,039
-13% -$77.9K 0.25% 33
2022
Q3 		$603K Sell
8,061
-10,563
-57% -$807K 0.29% 34
2022
Q2 		$1.43M Sell
18,624
-57,768
-76% -$4.45M 0.66% 26
2022
Q1 		$5.95M Sell
76,392
-3,296
-4% -$262K 2.36% 11
2021
Q4 		$6.44M Sell
79,688
-2,389
-3% -$194K 2.45% 11
2021
Q3 		$6.72M Sell
82,077
-7,876
-9% -$647K 2.8% 10
2021
Q2 		$7.39M Buy
89,953
+5,664
+7% +$466K 3.11% 9
2021
Q1 		$6.93M Buy
84,289
+640
+0.8% +$52.8K 3.05% 11
2020
Q4 		$6.93M Buy
83,649
+5,682
+7% +$471K 3.45% 10
2020
Q3 		$6.47M Buy
+77,967
New +$6.48M 3.68% 11

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

Verde Capital Management's BSV Position: Q2 2026 in Review

Verde Capital Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.5% in Q2 2026, buying an estimated $10.2K and bringing the position to 3,869 shares worth $301K. The position accounts for 0.06% of the portfolio, ranked #69.

Verde Capital Management first reported a position in BSV in Q3 2020 and has held it in 22 quarters since. The position peaked at $7.39M in Q2 2021. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Verde Capital Management held 3,869 shares of Vanguard Short-Term Bond ETF worth $301K as of Q2 2026.
  • Verde Capital Management bought 131 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $10.2K.
  • Vanguard Short-Term Bond ETF made up 0.06% of Verde Capital Management's portfolio in Q2 2026, its #69 holding.
  • Verde Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2020 and has held it in 22 quarters since.
  • Verde Capital Management's Vanguard Short-Term Bond ETF position peaked at $7.39M in Q2 2021.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Verde Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.