Welch & Forbes’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.83M | Sell |
49,210
-8,609
| -15% | -$672K | 0.05% | 142 |
|
|
2026
Q1 | $4.53M | Sell |
57,819
-1,172
| -2% | -$92.3K | 0.06% | 128 |
|
|
2025
Q4 | $4.65M | Buy |
58,991
+29,712
| +101% | +$2.34M | 0.06% | 130 |
|
|
2025
Q3 | $2.31M | Buy |
29,279
+455
| +2% | +$35.8K | 0.03% | 174 |
|
|
2025
Q2 | $2.27M | Buy |
28,824
+246
| +0.9% | +$19.2K | 0.03% | 173 |
|
|
2025
Q1 | $2.24M | Sell |
28,578
-2,228
| -7% | -$173K | 0.03% | 174 |
|
|
2024
Q4 | $2.38M | Sell |
30,806
-1,203
| -4% | -$93.4K | 0.03% | 173 |
|
|
2024
Q3 | $2.52M | Sell |
32,009
-6,401
| -17% | -$499K | 0.03% | 172 |
|
|
2024
Q2 | $2.95M | Sell |
38,410
-5,232
| -12% | -$399K | 0.04% | 155 |
|
|
2024
Q1 | $3.35M | Sell |
43,642
-5,863
| -12% | -$450K | 0.05% | 148 |
|
|
2023
Q4 | $3.81M | Sell |
49,505
-11,159
| -18% | -$845K | 0.06% | 140 |
|
|
2023
Q3 | $4.56M | Sell |
60,664
-7,546
| -11% | -$569K | 0.08% | 130 |
|
|
2023
Q2 | $5.15M | Sell |
68,210
-9,191
| -12% | -$700K | 0.08% | 126 |
|
|
2023
Q1 | $5.92M | Sell |
77,401
-5,494
| -7% | -$416K | 0.1% | 121 |
|
|
2022
Q4 | $6.24M | Sell |
82,895
-12,342
| -13% | -$926K | 0.11% | 117 |
|
|
2022
Q3 | $7.13M | Sell |
95,237
-3,091
| -3% | -$236K | 0.14% | 108 |
|
|
2022
Q2 | $7.55M | Sell |
98,328
-4,533
| -4% | -$349K | 0.14% | 110 |
|
|
2022
Q1 | $8.01M | Buy |
102,861
+13,438
| +15% | +$1.07M | 0.13% | 114 |
|
|
2021
Q4 | $7.23M | Buy |
89,423
+1,477
| +2% | +$120K | 0.11% | 123 |
|
|
2021
Q3 | $7.21M | Buy |
87,946
+275
| +0.3% | +$22.6K | 0.12% | 120 |
|
|
2021
Q2 | $7.2M | Buy |
87,671
+10,332
| +13% | +$850K | 0.12% | 118 |
|
|
2021
Q1 | $6.36M | Buy |
77,339
+2,635
| +4% | +$218K | 0.12% | 122 |
|
|
2020
Q4 | $6.19M | Buy |
74,704
+15,000
| +25% | +$1.24M | 0.12% | 118 |
|
|
2020
Q3 | $4.96M | Buy |
59,704
+20,886
| +54% | +$1.74M | 0.11% | 121 |
|
|
2020
Q2 | $3.23M | Buy |
38,818
+17,830
| +85% | +$1.47M | 0.08% | 140 |
|
|
2020
Q1 | $1.73M | Buy |
20,988
+1,145
| +6% | +$93K | 0.05% | 158 |
|
|
2019
Q4 | $1.6M | Sell |
19,843
-1,652
| -8% | -$133K | 0.04% | 183 |
|
|
2019
Q3 | $1.74M | Sell |
21,495
-205
| -0.9% | -$16.5K | 0.04% | 169 |
|
|
2019
Q2 | $1.75M | Sell |
21,700
-2,464
| -10% | -$196K | 0.04% | 169 |
|
|
2019
Q1 | $1.92M | Sell |
24,164
-3,525
| -13% | -$278K | 0.05% | 170 |
|
|
2018
Q4 | $2.18M | Sell |
27,689
-2,265
| -8% | -$177K | 0.06% | 158 |
|
|
2018
Q3 | $2.34M | Sell |
29,954
-160
| -0.5% | -$12.5K | 0.06% | 165 |
|
|
2018
Q2 | $2.35M | Sell |
30,114
-50
| -0.2% | -$3.91K | 0.06% | 162 |
|
|
2018
Q1 | $2.37M | Sell |
30,164
-6,562
| -18% | -$516K | 0.06% | 168 |
|
|
2017
Q4 | $2.9M | Sell |
36,726
-2,470
| -6% | -$196K | 0.08% | 143 |
|
|
2017
Q3 | $3.13M | Buy |
39,196
+4,900
| +14% | +$392K | 0.08% | 143 |
|
|
2017
Q2 | $2.74M | Sell |
34,296
-470
| -1% | -$37.5K | 0.08% | 142 |
|
|
2017
Q1 | $2.77M | Sell |
34,766
-1,365
| -4% | -$109K | 0.08% | 144 |
|
|
2016
Q4 | $2.87M | Buy |
36,131
+7,025
| +24% | +$562K | 0.09% | 141 |
|
|
2016
Q3 | $2.35M | Sell |
29,106
-3,100
| -10% | -$251K | 0.08% | 133 |
|
|
2016
Q2 | $2.61M | Sell |
32,206
-750
| -2% | -$60.4K | 0.08% | 140 |
|
|
2016
Q1 | $2.66M | Sell |
32,956
-735
| -2% | -$58.9K | 0.08% | 141 |
|
|
2015
Q4 | $2.68M | Buy |
33,691
+4,845
| +17% | +$388K | 0.09% | 139 |
|
|
2015
Q3 | $2.32M | Sell |
28,846
-1,060
| -4% | -$85K | 0.08% | 152 |
|
|
2015
Q2 | $2.4M | Sell |
29,906
-64
| -0.2% | -$5.14K | 0.07% | 154 |
|
|
2015
Q1 | $2.41M | Sell |
29,970
-5,010
| -14% | -$402K | 0.07% | 160 |
|
|
2014
Q4 | $2.8M | Sell |
34,980
-7,825
| -18% | -$628K | 0.08% | 149 |
|
|
2014
Q3 | $3.43M | Sell |
42,805
-4,825
| -10% | -$387K | 0.1% | 144 |
|
|
2014
Q2 | $3.83M | Sell |
47,630
-5,995
| -11% | -$481K | 0.12% | 124 |
|
|
2014
Q1 | $4.29M | Buy |
+53,625
| New | +$4.3M | 0.14% | 128 |
|
Other funds holding BSV
AF
Welch & Forbes's BSV Position: Q2 2026 in Review
Welch & Forbes reduced its Vanguard Short-Term Bond ETF (BSV) stake by 15% in Q2 2026, selling an estimated $672K and leaving 49,210 shares worth $3.83M. The position accounts for 0.05% of the portfolio, ranked #142.
Welch & Forbes first reported a position in BSV in Q1 2014 and has held it in 50 quarters since. The position peaked at $8.01M in Q1 2022. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.
- Welch & Forbes held 49,210 shares of Vanguard Short-Term Bond ETF worth $3.83M as of Q2 2026.
- Welch & Forbes sold 8,609 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $672K.
- Vanguard Short-Term Bond ETF made up 0.05% of Welch & Forbes's portfolio in Q2 2026, its #142 holding.
- Welch & Forbes first reported a position in Vanguard Short-Term Bond ETF in Q1 2014 and has held it in 50 quarters since.
- Welch & Forbes's Vanguard Short-Term Bond ETF position peaked at $8.01M in Q1 2022.
- 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.
Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.