Whittier Trust’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 | $2.4M | Buy |
30,884
+2,900
| +10% | +$226K | 0.02% | 275 |
|
|
2026
Q1 | $2.19M | Sell |
27,984
-2,160
| -7% | -$170K | 0.02% | 255 |
|
|
2025
Q4 | $2.38M | Sell |
30,144
-63
| -0.2% | -$4.97K | 0.03% | 255 |
|
|
2025
Q3 | $2.38M | Sell |
30,207
-894
| -3% | -$70.3K | 0.03% | 253 |
|
|
2025
Q2 | $2.45M | Sell |
31,101
-522
| -2% | -$40.8K | 0.03% | 270 |
|
|
2025
Q1 | $2.48M | Sell |
31,623
-1,167
| -4% | -$90.6K | 0.03% | 252 |
|
|
2024
Q4 | $2.53M | Sell |
32,790
-704
| -2% | -$54.6K | 0.03% | 251 |
|
|
2024
Q3 | $2.64M | Sell |
33,494
-2,996
| -8% | -$233K | 0.04% | 252 |
|
|
2024
Q2 | $2.8M | Sell |
36,490
-2,046
| -5% | -$156K | 0.04% | 242 |
|
|
2024
Q1 | $2.95M | Sell |
38,536
-25,033
| -39% | -$1.92M | 0.04% | 237 |
|
|
2023
Q4 | $4.9M | Buy |
63,569
+17,541
| +38% | +$1.33M | 0.08% | 198 |
|
|
2023
Q3 | $3.46M | Sell |
46,028
-1,994
| -4% | -$150K | 0.06% | 221 |
|
|
2023
Q2 | $3.63M | Sell |
48,022
-5,490
| -10% | -$418K | 0.06% | 220 |
|
|
2023
Q1 | $4.09M | Sell |
53,512
-2,783
| -5% | -$211K | 0.07% | 205 |
|
|
2022
Q4 | $4.24M | Sell |
56,295
-4,855
| -8% | -$364K | 0.08% | 197 |
|
|
2022
Q3 | $4.58M | Sell |
61,150
-2,207
| -3% | -$169K | 0.1% | 189 |
|
|
2022
Q2 | $4.87M | Sell |
63,357
-3,785
| -6% | -$292K | 0.1% | 185 |
|
|
2022
Q1 | $5.23M | Sell |
67,142
-267
| -0.4% | -$21.2K | 0.09% | 182 |
|
|
2021
Q4 | $5.45M | Sell |
67,409
-1,939
| -3% | -$158K | 0.09% | 185 |
|
|
2021
Q3 | $5.68M | Sell |
69,348
-2,759
| -4% | -$227K | 0.1% | 178 |
|
|
2021
Q2 | $5.92M | Sell |
72,107
-6,468
| -8% | -$532K | 0.11% | 174 |
|
|
2021
Q1 | $6.46M | Sell |
78,575
-452
| -0.6% | -$37.3K | 0.13% | 155 |
|
|
2020
Q4 | $6.55M | Sell |
79,027
-539
| -0.7% | -$44.7K | 0.14% | 141 |
|
|
2020
Q3 | $6.61M | Sell |
79,566
-883
| -1% | -$73.4K | 0.16% | 133 |
|
|
2020
Q2 | $6.69M | Sell |
80,449
-3,504
| -4% | -$290K | 0.19% | 126 |
|
|
2020
Q1 | $6.9M | Buy |
83,953
+5,734
| +7% | +$466K | 0.23% | 110 |
|
|
2019
Q4 | $6.3M | Buy |
78,219
+416
| +0.5% | +$33.6K | 0.17% | 136 |
|
|
2019
Q3 | $6.29M | Buy |
77,803
+1,105
| +1% | +$89.1K | 0.18% | 130 |
|
|
2019
Q2 | $6.18M | Buy |
76,698
+4,397
| +6% | +$351K | 0.18% | 129 |
|
|
2019
Q1 | $5.75M | Buy |
72,301
+24,826
| +52% | +$1.96M | 0.18% | 127 |
|
|
2018
Q4 | $3.73M | Buy |
47,475
+13,613
| +40% | +$1.06M | 0.13% | 153 |
|
|
2018
Q3 | $2.64M | Buy |
33,862
+29,467
| +670% | +$2.3M | 0.08% | 200 |
|
|
2018
Q2 | $344K | Buy |
+4,395
| New | +$343K | 0.01% | 419 |
|
|
2017
Q4 | – | Sell |
-103
| Closed | -$8K | – | 1295 |
|
|
2017
Q3 | $8K | Hold |
103
| – | – | ﹤0.01% | 1059 |
|
|
2017
Q2 | $8K | Hold |
103
| – | – | ﹤0.01% | 1013 |
|
|
2017
Q1 | $8K | Buy |
+103
| New | +$8.2K | ﹤0.01% | 1041 |
|
Other funds holding BSV
AF
Whittier Trust's BSV Position: Q2 2026 in Review
Whittier Trust increased its Vanguard Short-Term Bond ETF (BSV) stake by 10% in Q2 2026, buying an estimated $226K and bringing the position to 30,884 shares worth $2.4M. The position accounts for 0.02% of the portfolio, ranked #275.
Whittier Trust first reported a position in BSV in Q1 2017 and has held it in 36 quarters since. The position peaked at $6.9M in Q1 2020. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.
- Whittier Trust held 30,884 shares of Vanguard Short-Term Bond ETF worth $2.4M as of Q2 2026.
- Whittier Trust bought 2,900 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $226K.
- Vanguard Short-Term Bond ETF made up 0.02% of Whittier Trust's portfolio in Q2 2026, its #275 holding.
- Whittier Trust first reported a position in Vanguard Short-Term Bond ETF in Q1 2017 and has held it in 36 quarters since.
- Whittier Trust's Vanguard Short-Term Bond ETF position peaked at $6.9M in Q1 2020.
- 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.