WhitTier Trust Company’s Vanguard Short-Term Bond ETF BSV Stock Holding History

WhitTier Trust Company’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	$919K	Buy	11,841 +9,459	+397%	+$738K	0.02%	319
2026 Q1	$186K	Sell	2,382 -439	-16%	-$34.6K	﹤0.01%	509
2025 Q4	$222K	Sell	2,821 -950	-25%	-$74.9K	﹤0.01%	468
2025 Q3	$297K	Sell	3,771 -752	-17%	-$59.1K	0.01%	423
2025 Q2	$356K	Sell	4,523 -1,901	-30%	-$149K	0.01%	433
2025 Q1	$503K	Sell	6,424 -1,125	-15%	-$87.3K	0.01%	384
2024 Q4	$583K	Sell	7,549 -500	-6%	-$38.8K	0.01%	348
2024 Q3	$633K	Hold	8,049	–	–	0.02%	329
2024 Q2	$617K	Sell	8,049 -2,451	-23%	-$187K	0.02%	326
2024 Q1	$805K	Sell	10,500 -3,302	-24%	-$253K	0.02%	297
2023 Q4	$1.06M	Sell	13,802 -2,482	-15%	-$188K	0.03%	271
2023 Q3	$1.22M	Sell	16,284 -6,137	-27%	-$463K	0.04%	259
2023 Q2	$1.69M	Sell	22,421 -1,745	-7%	-$133K	0.06%	227
2023 Q1	$1.85M	Sell	24,166 -4,239	-15%	-$321K	0.07%	211
2022 Q4	$2.14M	Buy	28,405 +1,177	+4%	+$88.3K	0.08%	190
2022 Q3	$2.04M	Sell	27,228 -11,459	-30%	-$876K	0.09%	194
2022 Q2	$2.97M	Sell	38,687 -8,079	-17%	-$622K	0.12%	156
2022 Q1	$3.64M	Sell	46,766 -1,360	-3%	-$108K	0.13%	148
2021 Q4	$3.89M	Sell	48,126 -370	-0.8%	-$30.1K	0.14%	139
2021 Q3	$3.97M	Buy	48,496 +141	+0.3%	+$11.6K	0.16%	127
2021 Q2	$3.97M	Sell	48,355 -1,626	-3%	-$134K	0.17%	125
2021 Q1	$4.11M	Sell	49,981 -3,004	-6%	-$248K	0.18%	120
2020 Q4	$4.39M	Buy	52,985 +1,401	+3%	+$116K	0.22%	107
2020 Q3	$4.28M	Sell	51,584 -2,041	-4%	-$170K	0.25%	99
2020 Q2	$4.46M	Sell	53,625 -6,893	-11%	-$570K	0.28%	89
2020 Q1	$4.97M	Buy	60,518 +531	+0.9%	+$43.1K	0.38%	70
2019 Q4	$4.83M	Buy	59,987 +646	+1%	+$52.1K	0.31%	87
2019 Q3	$4.79M	Sell	59,341 -1,745	-3%	-$141K	0.33%	84
2019 Q2	$4.92M	Buy	61,086 +19,700	+48%	+$1.57M	0.35%	80
2019 Q1	$3.29M	Buy	41,386 +11,631	+39%	+$918K	0.24%	103
2018 Q4	$2.34M	Buy	29,755 +19,242	+183%	+$1.5M	0.19%	112
2018 Q3	$820K	Buy	10,513 +9,833	+1,446%	+$768K	0.06%	211
2018 Q2	$53K	Buy	680 +450	+196%	+$35.2K	﹤0.01%	598
2018 Q1	$18K	Hold	230	–	–	﹤0.01%	768
2017 Q4	$18K	Hold	230	–	–	﹤0.01%	729
2017 Q3	$18K	Hold	230	–	–	﹤0.01%	717
2017 Q2	$18K	Hold	230	–	–	﹤0.01%	712
2017 Q1	$18K	Hold	230	–	–	﹤0.01%	706
2016 Q4	$18K	Hold	230	–	–	﹤0.01%	696
2016 Q3	$19K	Hold	230	–	–	﹤0.01%	688
2016 Q2	$19K	Hold	230	–	–	﹤0.01%	686
2016 Q1	$19K	Hold	230	–	–	﹤0.01%	686
2015 Q4	$18K	Hold	230	–	–	﹤0.01%	688
2015 Q3	$18K	Hold	230	–	–	﹤0.01%	698
2015 Q2	$18K	Hold	230	–	–	﹤0.01%	723
2015 Q1	$19K	Hold	230	–	–	﹤0.01%	714
2014 Q4	$18K	Hold	230	–	–	﹤0.01%	715
2014 Q3	$18K	Hold	230	–	–	﹤0.01%	714
2014 Q2	$18K	Hold	230	–	–	﹤0.01%	730
2014 Q1	$18K	Hold	230	–	–	﹤0.01%	753
2013 Q4	$18K	Hold	230	–	–	﹤0.01%	704
2013 Q3	$18K	Hold	230	–	–	﹤0.01%	689
2013 Q2	$18K	Buy	+230	New	+$18.6K	﹤0.01%	656

Other funds holding BSV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

WhitTier Trust Company's BSV Position: Q2 2026 in Review

WhitTier Trust Company increased its Vanguard Short-Term Bond ETF (BSV) stake by 397% in Q2 2026, buying an estimated $738K and bringing the position to 11,841 shares worth $919K. The position accounts for 0.02% of the portfolio, ranked #319.

WhitTier Trust Company first reported a position in BSV in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.97M in Q1 2020. 639 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

WhitTier Trust Company held 11,841 shares of Vanguard Short-Term Bond ETF worth $919K as of Q2 2026.
WhitTier Trust Company bought 9,459 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $738K.
Vanguard Short-Term Bond ETF made up 0.02% of WhitTier Trust Company's portfolio in Q2 2026, its #319 holding.
WhitTier Trust Company first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 53 quarters since.
WhitTier Trust Company's Vanguard Short-Term Bond ETF position peaked at $4.97M in Q1 2020.
639 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.