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 Q2	$234K	Sell	3,000 -855	-22%	-$66.7K	0.03%	122
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 $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

Alpha Capital Management's BSV Position: Q2 2026 in Review

Alpha Capital Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 22% in Q2 2026, selling an estimated $66.7K and leaving 3,000 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #122.

Alpha Capital Management first reported a position in BSV in Q3 2021 and has held it in 20 quarters since. The position peaked at $344K in Q2 2023. 1,359 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Alpha Capital Management held 3,000 shares of Vanguard Short-Term Bond ETF worth $234K as of Q2 2026.
Alpha Capital Management sold 855 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $66.7K.
Vanguard Short-Term Bond ETF made up 0.03% of Alpha Capital Management's portfolio in Q2 2026, its #122 holding.
Alpha Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2021 and has held it in 20 quarters since.
Alpha Capital Management's Vanguard Short-Term Bond ETF position peaked at $344K in Q2 2023.
1,359 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Alpha Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.