American Capital Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History

American Capital Advisory’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	$194K	Sell	2,494 -472	-16%	-$36.8K	0.07%	109
2026 Q1	$233K	Sell	2,966 -539	-15%	-$42.4K	0.09%	95
2025 Q4	$276K	Hold	3,505	–	–	0.12%	88
2025 Q3	$277K	Buy	3,505 +1,254	+56%	+$98.6K	0.13%	87
2025 Q2	$177K	Sell	2,251 -3,862	-63%	-$302K	0.09%	97
2025 Q1	$479K	Sell	6,113 -123	-2%	-$9.55K	0.26%	65
2024 Q4	$482K	Buy	6,236 +28	+0.5%	+$2.17K	0.27%	69
2024 Q3	$489K	Sell	6,208 -2,868	-32%	-$223K	0.28%	65
2024 Q2	$699K	Sell	9,076 -6,168	-40%	-$471K	0.5%	45
2024 Q1	$1.17M	Buy	15,244 +6,168	+68%	+$473K	1.02%	24
2023 Q4	$699K	Buy	+9,076	New	+$687K	0.5%	45

Other funds holding BSV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

American Capital Advisory's BSV Position: Q2 2026 in Review

American Capital Advisory reduced its Vanguard Short-Term Bond ETF (BSV) stake by 16% in Q2 2026, selling an estimated $36.8K and leaving 2,494 shares worth $194K. The position accounts for 0.07% of the portfolio, ranked #109.

American Capital Advisory first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.17M in Q1 2024. 591 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

American Capital Advisory held 2,494 shares of Vanguard Short-Term Bond ETF worth $194K as of Q2 2026.
American Capital Advisory sold 472 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $36.8K.
Vanguard Short-Term Bond ETF made up 0.07% of American Capital Advisory's portfolio in Q2 2026, its #109 holding.
American Capital Advisory first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
American Capital Advisory's Vanguard Short-Term Bond ETF position peaked at $1.17M in Q1 2024.
591 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.