Apella Capital
BSV icon

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

Apella Capital’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
Q3 		$133M Buy
1,738,455
+158,571
+10% +$12.3M 1.68% 11
2026
Q2 		$123M Sell
1,579,884
-76,098
-5% -$5.94M 1.73% 10
2026
Q1 		$130M Sell
1,655,982
-5,592
-0.3% -$440K 1.93% 10
2025
Q4 		$131M Buy
1,661,574
+148,884
+10% +$11.7M 2.59% 5
2025
Q3 		$120M Sell
1,512,690
-109,037
-7% -$8.57M 2.67% 6
2025
Q2 		$127M Sell
1,621,727
-76,894
-5% -$6.01M 3.44% 4
2025
Q1 		$133M Sell
1,698,621
-117,230
-6% -$9.1M 4.55% 2
2024
Q4 		$140M Sell
1,815,851
-67,309
-4% -$5.22M 5.38% 2
2024
Q3 		$148M Buy
1,883,160
+113,824
+6% +$8.87M 6.08% 2
2024
Q2 		$136M Buy
1,769,336
+123,771
+8% +$9.44M 6.08% 2
2024
Q1 		$126M Buy
1,645,565
+254,520
+18% +$19.5M 6.34% 2
2023
Q4 		$107M Buy
1,391,045
+233,681
+20% +$17.7M 5.95% 2
2023
Q3 		$87M Buy
1,157,364
+54,800
+5% +$4.13M 6.15% 2
2023
Q2 		$83.3M Buy
+1,102,564
New +$84M 5.93% 3
2022
Q4 		$58.2M Buy
773,169
+190,547
+33% +$14.3M 5.31% 3
2022
Q3 		$43.6M Buy
582,622
+178,273
+44% +$13.6M 5.07% 4
2022
Q2 		$31M Buy
404,349
+34,941
+9% +$2.69M 3.71% 6
2022
Q1 		$28.8M Buy
369,408
+28,475
+8% +$2.26M 4.05% 6
2021
Q4 		$27.6M Buy
340,933
+38,868
+13% +$3.16M 3.51% 6
2021
Q3 		$24.8M Buy
302,065
+50,546
+20% +$4.15M 3.56% 6
2021
Q2 		$20.7M Buy
251,519
+71,157
+39% +$5.85M 3.39% 4
2021
Q1 		$14.8M Buy
180,362
+34,394
+24% +$2.84M 4.67% 3
2020
Q4 		$12.1M Buy
145,968
+49,429
+51% +$4.1M 4.25% 5
2020
Q3 		$8.02M Buy
96,539
+23,670
+32% +$1.97M 3.22% 6
2020
Q2 		$6.06M Buy
72,869
+11,622
+19% +$961K 2.82% 7
2020
Q1 		$5.03M Buy
+61,247
New +$4.97M 2.94% 7

Other funds holding BSV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Apella Capital's BSV Position: Q3 2026 in Review

Apella Capital increased its Vanguard Short-Term Bond ETF (BSV) stake by 10% in Q3 2026, buying an estimated $12.3M and bringing the position to 1,738,455 shares worth $133M. The position accounts for 1.68% of the portfolio, ranked #11.

Apella Capital first reported a position in BSV in Q1 2020 and has held it in 26 quarters since. The position peaked at $148M in Q3 2024. 834 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Apella Capital held 1,738,455 shares of Vanguard Short-Term Bond ETF worth $133M as of Q3 2026.
  • Apella Capital bought 158,571 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $12.3M.
  • Vanguard Short-Term Bond ETF made up 1.68% of Apella Capital's portfolio in Q3 2026, its #11 holding.
  • Apella Capital first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Apella Capital's Vanguard Short-Term Bond ETF position peaked at $148M in Q3 2024.
  • 834 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.