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Arcadia Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Arcadia Investment 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
Q1 		$11K Sell
140
-15
-10% -$1.18K ﹤0.01% 207
2025
Q4 		$12.2K Hold
155
– – ﹤0.01% 214
2025
Q3 		$12.2K Sell
155
-45
-23% -$3.54K ﹤0.01% 220
2025
Q2 		$15.7K Sell
200
-40
-17% -$3.13K ﹤0.01% 211
2025
Q1 		$18.8K Hold
240
– – ﹤0.01% 226
2024
Q4 		$18.5K Hold
240
– – ﹤0.01% 258
2024
Q3 		$18.9K Sell
240
-352
-59% -$27.4K ﹤0.01% 207
2024
Q2 		$45.4K Sell
592
-10,850
-95% -$828K 0.01% 210
2024
Q1 		$877K Hold
11,442
– – 0.16% 69
2023
Q4 		$881K Sell
11,442
-33
-0.3% -$2.5K 0.17% 67
2023
Q3 		$863K Sell
11,475
-1,795
-14% -$135K 0.18% 67
2023
Q2 		$1M Sell
13,270
-7,059
-35% -$538K 0.2% 66
2023
Q1 		$1.55M Hold
20,329
– – 0.34% 59
2022
Q4 		$1.53M Sell
20,329
-20,130
-50% -$1.51M 0.36% 58
2022
Q3 		$3.03M Sell
40,459
-20,106
-33% -$1.54M 0.73% 45
2022
Q2 		$4.65M Sell
60,565
-10,250
-14% -$790K 1.04% 35
2022
Q1 		$5.52M Sell
70,815
-3,595
-5% -$285K 1.04% 33
2021
Q4 		$6.01M Sell
74,410
-5,380
-7% -$438K 1.01% 36
2021
Q3 		$6.54M Buy
79,790
+2,550
+3% +$210K 1.21% 31
2021
Q2 		$6.35M Sell
77,240
-4,935
-6% -$406K 1.19% 31
2021
Q1 		$6.75M Buy
82,175
+38,875
+90% +$3.21M 1.35% 28
2020
Q4 		$3.59M Hold
43,300
– – 0.74% 42
2020
Q3 		$3.6M Buy
43,300
+19,000
+78% +$1.58M 0.77% 42
2020
Q2 		$2.02M Hold
24,300
– – 0.49% 51
2020
Q1 		$2M Buy
24,300
+3,875
+19% +$315K 0.6% 46
2019
Q4 		$1.65M Hold
20,425
– – 0.42% 55
2019
Q3 		$1.65M Buy
20,425
+10,600
+108% +$855K 0.45% 56
2019
Q2 		$791K Buy
9,825
+2,125
+28% +$169K 0.22% 76
2019
Q1 		$613K Hold
7,700
– – 0.18% 86
2018
Q4 		$605K Buy
7,700
+1,874
+32% +$146K 0.2% 83
2018
Q3 		$455K Hold
5,826
– – 0.12% 90
2018
Q2 		$456K Sell
5,826
-6,450
-53% -$504K 0.13% 91
2018
Q1 		$963K Hold
12,276
– – 0.27% 78
2017
Q4 		$971K Buy
12,276
+5,019
+69% +$399K 0.27% 78
2017
Q3 		$579K Sell
7,257
-9,005
-55% -$720K 0.18% 89
2017
Q2 		$1.3M Sell
16,262
-5
-0% -$399 0.41% 68
2017
Q1 		$1.3M Hold
16,267
– – 0.41% 63
2016
Q4 		$1.29M Buy
16,267
+3,512
+28% +$281K 0.42% 66
2016
Q3 		$1.03M Buy
12,755
+410
+3% +$33.1K 0.34% 72
2016
Q2 		$1M Buy
12,345
+530
+4% +$42.7K 0.33% 69
2016
Q1 		$953K Buy
11,815
+4,918
+71% +$394K 0.31% 72
2015
Q4 		$549K Buy
+6,897
New +$552K 0.17% 85

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

Arcadia Investment Management's BSV Position: Q1 2026 in Review

Arcadia Investment Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 9.7% in Q1 2026, selling an estimated $1.18K and leaving 140 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

Arcadia Investment Management first reported a position in BSV in Q4 2015 and has held it in 42 quarters since. The position peaked at $6.75M in Q1 2021. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Arcadia Investment Management held 140 shares of Vanguard Short-Term Bond ETF worth $11K as of Q1 2026.
  • Arcadia Investment Management sold 15 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $1.18K.
  • Vanguard Short-Term Bond ETF made up ﹤0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #207 holding.
  • Arcadia Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2015 and has held it in 42 quarters since.
  • Arcadia Investment Management's Vanguard Short-Term Bond ETF position peaked at $6.75M in Q1 2021.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.