Vestmark Advisory Solutions’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Vestmark Advisory Solutions’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	$49.7M	Buy	633,874 +20,485	+3%	+$1.61M	0.55%	29
2025 Q4	$48.3M	Buy	613,389 +271,161	+79%	+$21.4M	0.65%	22
2025 Q3	$27M	Buy	342,228 +2,126	+0.6%	+$167K	0.51%	36
2025 Q2	$26.8M	Sell	340,102 -20,939	-6%	-$1.64M	0.39%	61
2025 Q1	$28.3M	Buy	+361,041	New	+$28M	0.73%	25
2023 Q3	–	Sell	-23,295	Closed	-$1.76M	–	475
2023 Q2	$1.76M	Buy	23,295 +6,483	+39%	+$494K	0.07%	339
2023 Q1	$1.29M	Buy	16,812 +3,257	+24%	+$247K	0.06%	375
2022 Q4	$1.02M	Sell	13,555 -2,173	-14%	-$163K	0.05%	404
2022 Q3	$1.18M	Sell	15,728 -7,797	-33%	-$596K	0.07%	342
2022 Q2	$1.81M	Sell	23,525 -1,465	-6%	-$113K	0.1%	259
2022 Q1	$1.95M	Sell	24,990 -3,374	-12%	-$268K	0.11%	243
2021 Q4	$2.29M	Sell	28,364 -2,802	-9%	-$228K	0.13%	202
2021 Q3	$2.55M	Buy	31,166 +5,223	+20%	+$429K	0.17%	144
2021 Q2	$2.13M	Sell	25,943 -626	-2%	-$51.5K	0.15%	175
2021 Q1	$2.18M	Buy	26,569 +5,153	+24%	+$425K	0.19%	138
2020 Q4	$1.77M	Buy	21,416 +32	+0.1%	+$2.65K	0.2%	142
2020 Q3	$1.78M	Buy	21,384 +7,275	+52%	+$604K	0.24%	131
2020 Q2	$1.17M	Buy	14,109 +6,655	+89%	+$550K	0.18%	158
2020 Q1	$613K	Sell	7,454 -12,694	-63%	-$1.03M	0.12%	229
2019 Q4	$1.62M	Sell	20,148 -241	-1%	-$19.4K	0.33%	108
2019 Q3	$1.65M	Sell	20,389 -1,788	-8%	-$144K	0.27%	113
2019 Q2	$1.79M	Buy	22,177 +871	+4%	+$69.5K	0.31%	90
2019 Q1	$1.7M	Buy	+21,306	New	+$1.68M	0.3%	92

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vestmark Advisory Solutions's BSV Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.3% in Q1 2026, buying an estimated $1.61M and bringing the position to 633,874 shares worth $49.7M. The position accounts for 0.55% of the portfolio, ranked #29.

Vestmark Advisory Solutions first reported a position in BSV in Q1 2019 and has held it in 23 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Vestmark Advisory Solutions held 633,874 shares of Vanguard Short-Term Bond ETF worth $49.7M as of Q1 2026.
Vestmark Advisory Solutions bought 20,485 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $1.61M.
Vanguard Short-Term Bond ETF made up 0.55% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #29 holding.
Vestmark Advisory Solutions first reported a position in Vanguard Short-Term Bond ETF in Q1 2019 and has held it in 23 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.