Ameritas Advisory Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Ameritas Advisory Services’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	$5.25M	Sell	66,929 -5,235	-7%	-$412K	0.2%	109
2025 Q4	$5.69M	Buy	72,164 +69,033	+2,205%	+$5.45M	0.21%	104
2025 Q3	$247K	Sell	3,131 -10,129	-76%	-$796K	0.02%	564
2025 Q2	$1.04M	Sell	13,260 -38,916	-75%	-$3.04M	0.05%	334
2025 Q1	$4.08M	Buy	52,176 +7,730	+17%	+$600K	0.16%	140
2024 Q4	$3.43M	Sell	44,446 -24,956	-36%	-$1.94M	0.12%	164
2024 Q3	$5.46M	Buy	69,402 +48,313	+229%	+$3.76M	0.24%	100
2024 Q2	$1.62M	Sell	21,089 -55,924	-73%	-$4.27M	0.06%	298
2024 Q1	$5.9M	Sell	77,013 -79,277	-51%	-$6.08M	0.24%	85
2023 Q4	$12M	Sell	156,290 -193,959	-55%	-$14.7M	0.66%	42
2023 Q3	$26.3M	Buy	350,249 +338,755	+2,947%	+$25.5M	1.31%	11
2023 Q2	$863K	Sell	11,494 -331,104	-97%	-$25.2M	0.11%	209
2023 Q1	$26.2M	Sell	342,598 -400,810	-54%	-$30.4M	1.31%	11
2022 Q4	$56M	Buy	743,408 +51,731	+7%	+$3.88M	2.6%	3
2022 Q3	$51.8M	Buy	691,677 +122,859	+22%	+$9.39M	3.09%	2
2022 Q2	$43.7M	Sell	568,818 -1,537,854	-73%	-$118M	2.53%	3
2022 Q1	$164M	Buy	2,106,672 +1,533,890	+268%	+$122M	6%	1
2021 Q4	$46.3M	Buy	+572,782	New	+$46.6M	1.69%	15

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

Ameritas Advisory Services's BSV Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Vanguard Short-Term Bond ETF (BSV) stake by 7.3% in Q1 2026, selling an estimated $412K and leaving 66,929 shares worth $5.25M. The position accounts for 0.2% of the portfolio, ranked #109.

Ameritas Advisory Services first reported a position in BSV in Q4 2021 and has held it in 18 quarters since. The position peaked at $164M in Q1 2022. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Ameritas Advisory Services held 66,929 shares of Vanguard Short-Term Bond ETF worth $5.25M as of Q1 2026.
Ameritas Advisory Services sold 5,235 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $412K.
Vanguard Short-Term Bond ETF made up 0.2% of Ameritas Advisory Services's portfolio in Q1 2026, its #109 holding.
Ameritas Advisory Services first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 18 quarters since.
Ameritas Advisory Services's Vanguard Short-Term Bond ETF position peaked at $164M in Q1 2022.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.