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

Aptus Capital Advisors’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 		$416K Sell
5,308
-695
-12% -$54.7K ﹤0.01% 776
2025
Q4 		$473K Buy
6,003
+163
+3% +$12.9K ﹤0.01% 751
2025
Q3 		$461K Sell
5,840
-531
-8% -$41.8K ﹤0.01% 713
2025
Q2 		$501K Sell
6,371
-108
-2% -$8.44K ﹤0.01% 672
2025
Q1 		$507K Buy
6,479
+1,185
+22% +$92K 0.01% 637
2024
Q4 		$409K Sell
5,294
-658
-11% -$51.1K ﹤0.01% 696
2024
Q3 		$468K Sell
5,952
-819
-12% -$63.8K 0.01% 556
2024
Q2 		$519K Buy
6,771
+39
+0.6% +$2.98K 0.01% 502
2024
Q1 		$516K Buy
6,732
+3,756
+126% +$288K 0.01% 511
2023
Q4 		$229K Sell
2,976
-2,049
-41% -$155K 0.01% 515
2023
Q3 		$378K Sell
5,025
-51
-1% -$3.85K 0.01% 437
2023
Q2 		$384K Sell
5,076
-6,959
-58% -$530K 0.01% 353
2023
Q1 		$921K Sell
12,035
-1,467
-11% -$111K 0.02% 275
2022
Q4 		$1.02M Sell
13,502
-8,569
-39% -$643K 0.03% 276
2022
Q3 		$1.65M Buy
22,071
+18,829
+581% +$1.44M 0.04% 219
2022
Q2 		$249K Buy
3,242
+880
+37% +$67.8K 0.01% 347
2022
Q1 		$184K Sell
2,362
-1,232
-34% -$97.8K ﹤0.01% 428
2021
Q4 		$291K Buy
3,594
+1,328
+59% +$108K 0.01% 319
2021
Q3 		$186K Sell
2,266
-1,650
-42% -$136K ﹤0.01% 355
2021
Q2 		$322K Buy
3,916
+1,099
+39% +$90.4K 0.01% 309
2021
Q1 		$231K Buy
2,817
+851
+43% +$70.3K 0.01% 321
2020
Q4 		$162K Sell
1,966
-3,568
-64% -$296K 0.01% 315
2020
Q3 		$459K Buy
5,534
+2,487
+82% +$207K 0.02% 233
2020
Q2 		$253K Buy
3,047
+974
+47% +$80.6K 0.02% 243
2020
Q1 		$170K Buy
2,073
+244
+13% +$19.8K 0.01% 272
2019
Q4 		$147K Buy
+1,829
New +$148K 0.01% 351

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aptus Capital Advisors's BSV Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 12% in Q1 2026, selling an estimated $54.7K and leaving 5,308 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Aptus Capital Advisors first reported a position in BSV in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.65M in Q3 2022. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Aptus Capital Advisors held 5,308 shares of Vanguard Short-Term Bond ETF worth $416K as of Q1 2026.
  • Aptus Capital Advisors sold 695 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $54.7K.
  • Vanguard Short-Term Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #776 holding.
  • Aptus Capital Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Aptus Capital Advisors's Vanguard Short-Term Bond ETF position peaked at $1.65M in Q3 2022.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.