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

Whitener 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	$335K	Buy	+4,295	New	+$335K	0.07%	151
2019 Q4	–	Sell	-236	Closed	-$19K	–	183
2019 Q3	$19K	Hold	236	–	–	0.01%	301
2019 Q2	$19K	Hold	236	–	–	0.01%	295
2019 Q1	$18K	Hold	236	–	–	0.01%	290
2018 Q4	$18K	Hold	236	–	–	0.01%	268
2018 Q3	$18K	Buy	+236	New	+$18.4K	0.01%	287
2018 Q2	–	Sell	-236	Closed	-$18K	–	159
2018 Q1	$18K	Buy	+236	New	+$18.5K	0.01%	287

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Whitener Capital Management opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 4,295 shares worth $335K. The stake represents 0.07% of the portfolio and ranks #151 among its holdings. This is a return to the name: Whitener Capital Management previously reported a position in BSV as recently as Q3 2019.

Whitener Capital Management first reported a position in BSV in Q1 2018 and has held it in 7 quarters since. 1,353 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Whitener Capital Management held 4,295 shares of Vanguard Short-Term Bond ETF worth $335K as of Q2 2026.
Vanguard Short-Term Bond ETF was a new Whitener Capital Management position in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.07% of Whitener Capital Management's portfolio in Q2 2026, its #151 holding.
Whitener Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2018 and has held it in 7 quarters since.
1,353 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.