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BOLTON SECURITIES CORPORATION’s Vanguard Short-Term Bond ETF BSV Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$215K Hold
2,816
– – 0.01% 870
2026
Q2 		$219K Sell
2,816
-555
-16% -$43.3K 0.01% 872
2026
Q1 		$264K Buy
+3,371
New +$265K 0.01% 725
2025
Q3 		$222K Buy
+2,816
New +$221K 0.01% 721
2025
Q1 		$220K Buy
+2,816
New +$219K 0.01% 670

Other funds holding BSV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's BSV Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2026 at 2,816 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #870.

BOLTON SECURITIES CORPORATION first reported a position in BSV in Q1 2025 and has held it in 5 quarters since. The position peaked at $264K in Q1 2026. 1,046 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 2,816 shares of Vanguard Short-Term Bond ETF worth $215K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Vanguard Short-Term Bond ETF share count unchanged in Q3 2026.
  • Vanguard Short-Term Bond ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #870 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Vanguard Short-Term Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Vanguard Short-Term Bond ETF position peaked at $264K in Q1 2026.
  • 1,046 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.