Alpha Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Alpha Capital Management’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 Q1	$302K	Hold	3,855	–	–	0.04%	107
2025 Q4	$304K	Hold	3,855	–	–	0.04%	108
2025 Q3	$304K	Buy	3,855 +296	+8%	+$23.3K	0.05%	107
2025 Q2	$280K	Hold	3,559	–	–	0.05%	102
2025 Q1	$279K	Sell	3,559 -45	-1%	-$3.49K	0.05%	108
2024 Q4	$278K	Hold	3,604	–	–	0.05%	106
2024 Q3	$284K	Hold	3,604	–	–	0.05%	101
2024 Q2	$276K	Hold	3,604	–	–	0.05%	106
2024 Q1	$276K	Hold	3,604	–	–	0.05%	107
2023 Q4	$278K	Hold	3,604	–	–	0.06%	101
2023 Q3	$271K	Sell	3,604 -959	-21%	-$72.3K	0.06%	97
2023 Q2	$344K	Hold	4,563	–	–	0.09%	88
2023 Q1	$344K	Hold	4,563	–	–	0.09%	88
2022 Q4	$344K	Buy	4,563 +84	+2%	+$6.3K	0.09%	88
2022 Q3	$335K	Buy	4,479 +25	+0.6%	+$1.91K	0.09%	84
2022 Q2	$342K	Buy	4,454 +1,600	+56%	+$123K	0.09%	87
2022 Q1	$222K	Buy	2,854 +50	+2%	+$3.97K	0.05%	102
2021 Q4	$227K	Buy	2,804 +200	+8%	+$16.3K	0.05%	102
2021 Q3	$213K	Buy	+2,604	New	+$214K	0.05%	106

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alpha Capital Management's BSV Position: Q1 2026 in Review

Alpha Capital Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q1 2026 at 3,855 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #107.

Alpha Capital Management first reported a position in BSV in Q3 2021 and has held it in 19 quarters since. The position peaked at $344K in Q2 2023. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Alpha Capital Management held 3,855 shares of Vanguard Short-Term Bond ETF worth $302K as of Q1 2026.
Alpha Capital Management left its Vanguard Short-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Short-Term Bond ETF made up 0.04% of Alpha Capital Management's portfolio in Q1 2026, its #107 holding.
Alpha Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2021 and has held it in 19 quarters since.
Alpha Capital Management's Vanguard Short-Term Bond ETF position peaked at $344K in Q2 2023.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Alpha Capital Management's 13F filing for Q1 2026, filed 13 May 2026.