WHG
BSV icon

Westwood Holdings Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Westwood Holdings Group’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 		– Sell
-2,735
Closed -$214K – 632
2026
Q1 		$214K Sell
2,735
-4,257
-61% -$335K ﹤0.01% 453
2025
Q4 		$551K Buy
6,992
+139
+2% +$11K ﹤0.01% 415
2025
Q3 		$541K Buy
+6,853
New +$539K ﹤0.01% 415
2024
Q3 		– Sell
-18,095
Closed -$1.39M – 475
2024
Q2 		$1.39M Sell
18,095
-13,315
-42% -$1.02M 0.01% 338
2024
Q1 		$2.41M Buy
31,410
+13,003
+71% +$997K 0.02% 297
2023
Q4 		$1.42M Buy
18,407
+13,122
+248% +$993K 0.01% 339
2023
Q3 		$397K Sell
5,285
-5,344
-50% -$403K ﹤0.01% 395
2023
Q2 		$803K Sell
10,629
-8,961
-46% -$683K 0.01% 358
2023
Q1 		$1.5M Buy
19,590
+10,354
+112% +$785K 0.01% 327
2022
Q4 		$695K Sell
9,236
-12,045
-57% -$904K 0.01% 382
2022
Q3 		$1.59M Buy
21,281
+4,890
+30% +$374K 0.02% 285
2022
Q2 		$1.26M Buy
16,391
+13,305
+431% +$1.03M 0.01% 326
2022
Q1 		$240K Sell
3,086
-26,067
-89% -$2.07M ﹤0.01% 433
2021
Q4 		$2.36M Sell
29,153
-15,026
-34% -$1.22M 0.02% 283
2021
Q3 		$3.62M Buy
44,179
+7,587
+21% +$624K 0.04% 256
2021
Q2 		$3.01M Buy
36,592
+15,902
+77% +$1.31M 0.03% 263
2021
Q1 		$1.7M Buy
20,690
+5,863
+40% +$484K 0.02% 308
2020
Q4 		$1.23M Buy
14,827
+7,548
+104% +$625K 0.01% 322
2020
Q3 		$604K Buy
+7,279
New +$605K 0.01% 344
2020
Q2 		– Sell
-2,678
Closed -$220K – 406
2020
Q1 		$220K Buy
2,678
+2,568
+2,335% +$209K ﹤0.01% 382
2019
Q4 		$9K Buy
+110
New +$8.88K ﹤0.01% 522

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 22.9% 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

Westwood Holdings Group's BSV Position: Q2 2026 in Review

Westwood Holdings Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2026, closing a stake of 2,735 shares — an estimated $214K sold.

Westwood Holdings Group first reported a position in BSV in Q4 2019 and held it in 21 quarters. The position peaked at $3.62M in Q3 2021. 1,363 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Westwood Holdings Group reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Westwood Holdings Group sold 2,735 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $214K.
  • Westwood Holdings Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 21 quarters.
  • Westwood Holdings Group's Vanguard Short-Term Bond ETF position peaked at $3.62M in Q3 2021.
  • 1,363 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.