BSV Vanguard Short Term Bond ETF

Ownership history in Cranbrook Wealth Management, LLC  ·  49 quarters on record

AI Ownership Summary

Cranbrook Wealth Management, LLC reported Vanguard Short Term Bond ETF (BSV) in 49 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.53% in 2024 Q2. The latest visible filing shows BSV at 1.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BSV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cranbrook Wealth Management, LLC's position in Vanguard Short Term Bond ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BSV was reported at 1.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.53% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cranbrook Wealth Management, LLC held BSV — position size vs. price
% of Fund (quarterly)    BSV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 74,073 -1,783 -2.4% 1.15% $5.8M 2026-02-14 (Est.) $78.86
2025 Q3 REDUCED 75,856 -419 -0.5% 1.20% $6.0M 2025-10-14 $77.77
2025 Q2 ADDED 76,275 +725 +1.0% 1.28% $6.0M 2025-07-15 $76.09
2025 Q1 ADDED 75,550 +2,872 +4.0% 1.37% $5.9M 2025-04-11 $75.02
2024 Q4 REDUCED 72,678 -1,548 -2.1% 1.30% $5.6M 2025-01-15 $73.87
2024 Q3 REDUCED 74,226 -6,694 -8.3% 1.33% $5.8M 2024-10-15 $73.92
2024 Q2 ADDED 80,920 +2,617 +3.3% 1.53% $6.2M 2024-08-09 $73.29
2024 Q1 ADDED 78,303 +4,418 +6.0% 1.52% $6.0M 2024-04-17 $70.71
2023 Q4 ADDED 73,885 +7,096 +10.6% 1.52% $5.7M 2024-01-24 $71.01
2023 Q3 ADDED 66,789 +3,666 +5.8% 1.48% $5.0M 2023-10-24 $68.78
39 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Cranbrook Wealth Management, LLC and BSV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cranbrook Wealth Management, LLC reported owning BSV?

Cranbrook Wealth Management, LLC reported BSV across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported BSV position in Cranbrook Wealth Management, LLC's portfolio?

The largest reported portfolio weight for BSV was 1.53% in 2024 Q2.

What is the latest reported BSV position on this page?

The most recent filing on this page is 2025 Q4, when Cranbrook Wealth Management, LLC reported 74,073 shares, equal to 1.15% of portfolio, with an estimated market value of $5.8M.

What does the chart on this BSV ownership page compare?

The chart compares Cranbrook Wealth Management, LLC's quarterly BSV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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