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Winter & Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Winter & Associates’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
-5,444
Closed -$425K – 88
2026
Q1 		$425K Sell
5,444
-679
-11% -$53.5K 0.37% 49
2025
Q4 		$483K Buy
+6,123
New +$483K 0.45% 48

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 22.96% 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

Winter & Associates's BSV Position: Q2 2026 in Review

Winter & Associates sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2026, closing a stake of 5,444 shares — an estimated $425K sold.

Winter & Associates first reported a position in BSV in Q4 2025 and held it in 2 quarters. The position peaked at $483K in Q4 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Winter & Associates reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Winter & Associates sold 5,444 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $425K.
  • Winter & Associates first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and held it in 2 quarters.
  • Winter & Associates's Vanguard Short-Term Bond ETF position peaked at $483K in Q4 2025.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.