Accelerate Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Accelerate Investment Advisors’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	$562K	Buy	7,216 +314	+5%	+$24.5K	0.32%	53
2026 Q1	$541K	Sell	6,902 -2,170	-24%	-$171K	0.36%	46
2025 Q4	$715K	Sell	9,072 -978	-10%	-$77.2K	0.48%	37
2025 Q3	$793K	Buy	10,050 +931	+10%	+$73.2K	0.54%	34
2025 Q2	$718K	Sell	9,119 -164	-2%	-$12.8K	0.53%	36
2025 Q1	$727K	Buy	9,283 +995	+12%	+$77.2K	0.61%	31
2024 Q4	$640K	Buy	8,288 +659	+9%	+$51.1K	0.56%	29
2024 Q3	$600K	Buy	+7,629	New	+$594K	0.59%	31

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Accelerate Investment Advisors's BSV Position: Q2 2026 in Review

Accelerate Investment Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 4.5% in Q2 2026, buying an estimated $24.5K and bringing the position to 7,216 shares worth $562K. The position accounts for 0.32% of the portfolio, ranked #53.

Accelerate Investment Advisors first reported a position in BSV in Q3 2024 and has held it in 8 quarters since. The position peaked at $793K in Q3 2025. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Accelerate Investment Advisors held 7,216 shares of Vanguard Short-Term Bond ETF worth $562K as of Q2 2026.
Accelerate Investment Advisors bought 314 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $24.5K.
Vanguard Short-Term Bond ETF made up 0.32% of Accelerate Investment Advisors's portfolio in Q2 2026, its #53 holding.
Accelerate Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
Accelerate Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $793K in Q3 2025.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Accelerate Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.