Affinity Capital Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Affinity Capital 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	$3.11M	Sell	39,940 -586	-1%	-$45.7K	0.38%	39
2026 Q1	$3.18M	Sell	40,526 -1,683	-4%	-$133K	0.45%	31
2025 Q4	$3.33M	Buy	42,209 +855	+2%	+$67.5K	0.46%	31
2025 Q3	$3.26M	Buy	41,354 +7,263	+21%	+$571K	0.5%	32
2025 Q2	$2.68M	Sell	34,091 -2,855	-8%	-$223K	0.46%	34
2025 Q1	$2.87M	Sell	36,946 -32,158	-47%	-$2.5M	0.57%	31
2024 Q4	$5.33M	Buy	69,104 +4,734	+7%	+$367K	1%	21
2024 Q3	$5.07M	Buy	64,370 +4,111	+7%	+$320K	0.98%	21
2024 Q2	$4.62M	Buy	60,259 +2,359	+4%	+$180K	0.97%	23
2024 Q1	$4.44M	Sell	57,900 -12,016	-17%	-$922K	0.99%	22
2023 Q4	$5.38M	Sell	69,916 -27,432	-28%	-$2.08M	1.31%	19
2023 Q3	$7.32M	Buy	97,348 +3,889	+4%	+$293K	2.01%	11
2023 Q2	$7.06M	Sell	93,459 -9,419	-9%	-$718K	1.91%	13
2023 Q1	$7.87M	Buy	102,878 +2,336	+2%	+$177K	2.45%	9
2022 Q4	$7.57M	Sell	100,542 -50,287	-33%	-$3.77M	2.59%	10
2022 Q3	$11.3M	Buy	150,829 +14,803	+11%	+$1.13M	3.95%	6
2022 Q2	$10.4M	Buy	136,026 +96,493	+244%	+$7.43M	3.56%	7
2022 Q1	$3.08M	Buy	+39,533	New	+$3.14M	0.96%	20

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

Affinity Capital Advisors's BSV Position: Q2 2026 in Review

Affinity Capital Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.4% in Q2 2026, selling an estimated $45.7K and leaving 39,940 shares worth $3.11M. The position accounts for 0.38% of the portfolio, ranked #39.

Affinity Capital Advisors first reported a position in BSV in Q1 2022 and has held it in 18 quarters since. The position peaked at $11.3M in Q3 2022. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Affinity Capital Advisors held 39,940 shares of Vanguard Short-Term Bond ETF worth $3.11M as of Q2 2026.
Affinity Capital Advisors sold 586 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $45.7K.
Vanguard Short-Term Bond ETF made up 0.38% of Affinity Capital Advisors's portfolio in Q2 2026, its #39 holding.
Affinity Capital Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and has held it in 18 quarters since.
Affinity Capital Advisors's Vanguard Short-Term Bond ETF position peaked at $11.3M in Q3 2022.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.