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

Atlas 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
Q2 		$21.2K Buy
271
+11
+4% +$858 ﹤0.01% 836
2026
Q1 		$20.4K Sell
260
-207
-44% -$16.3K ﹤0.01% 752
2025
Q4 		$36.9K Buy
+467
New +$36.8K ﹤0.01% 660
2025
Q2 		$82.6K Buy
1,050
+247
+31% +$19.3K 0.01% 562
2025
Q1 		$62.9K Buy
803
+2
+0.2% +$155 0.01% 600
2024
Q4 		$62K Buy
801
+4
+0.5% +$310 0.01% 570
2024
Q3 		$62.8K Buy
797
+329
+70% +$25.6K 0.01% 551
2024
Q2 		$35.9K Hold
468
– – ﹤0.01% 626
2024
Q1 		$35.9K Sell
468
-13,016
-97% -$998K 0.01% 613
2023
Q4 		$1.04M Sell
13,484
-10,265
-43% -$777K 0.15% 113
2023
Q3 		$1.79M Sell
23,749
-1,930
-8% -$145K 0.29% 66
2023
Q2 		$1.94M Sell
25,679
-1,268
-5% -$96.6K 0.29% 67
2023
Q1 		$2.06M Buy
26,947
+1,397
+5% +$106K 0.32% 61
2022
Q4 		$1.92M Sell
25,550
-125,414
-83% -$9.41M 0.32% 63
2022
Q3 		$11.3M Buy
150,964
+39,678
+36% +$3.03M 2.06% 6
2022
Q2 		$8.55M Sell
111,286
-134,257
-55% -$10.3M 1.45% 14
2022
Q1 		$19.1M Sell
245,543
-80,781
-25% -$6.41M 2.97% 1
2021
Q4 		$26.4M Buy
326,324
+318,422
+4,030% +$25.9M 3.93% 1
2021
Q3 		$647K Sell
7,902
-469
-6% -$38.5K 0.1% 165
2021
Q2 		$688K Sell
8,371
-1,013
-11% -$83.3K 0.12% 164
2021
Q1 		$771K Buy
+9,384
New +$775K 0.15% 128
2020
Q3 		– Sell
-5,939
Closed -$494K – 350
2020
Q2 		$494K Buy
+5,939
New +$491K 0.12% 183
2019
Q4 		– Sell
-4,101
Closed -$331K – 633
2019
Q3 		$331K Buy
4,101
+472
+13% +$38.1K 0.1% 246
2019
Q2 		$292K Buy
3,629
+2,959
+442% +$236K 0.1% 239
2019
Q1 		$53.3K Buy
+670
New +$52.9K 0.02% 414
2018
Q2 		– Sell
-198
Closed -$15.5K – 514
2018
Q1 		$15.5K Buy
+198
New +$15.6K ﹤0.01% 461

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atlas Capital Advisors's BSV Position: Q2 2026 in Review

Atlas Capital Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 4.2% in Q2 2026, buying an estimated $858 and bringing the position to 271 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Atlas Capital Advisors first reported a position in BSV in Q1 2018 and has held it in 26 quarters since. The position peaked at $26.4M in Q4 2021. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Atlas Capital Advisors held 271 shares of Vanguard Short-Term Bond ETF worth $21.2K as of Q2 2026.
  • Atlas Capital Advisors bought 11 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $858.
  • Vanguard Short-Term Bond ETF made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #836 holding.
  • Atlas Capital Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2018 and has held it in 26 quarters since.
  • Atlas Capital Advisors's Vanguard Short-Term Bond ETF position peaked at $26.4M in Q4 2021.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.