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Bluestem Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bluestem Financial 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 		$6.27M Sell
80,452
-2,264
-3% -$177K 2.2% 9
2026
Q1 		$6.49M Buy
82,716
+994
+1% +$78.3K 2.5% 7
2025
Q4 		$6.44M Sell
81,722
-222
-0.3% -$17.5K 2.49% 7
2025
Q3 		$6.47M Sell
81,944
-1,668
-2% -$131K 2.53% 7
2025
Q2 		$6.58M Sell
83,612
-7,300
-8% -$571K 2.82% 6
2025
Q1 		$7.12M Sell
90,912
-298
-0.3% -$23.1K 3.33% 6
2024
Q4 		$7.05M Sell
91,210
-4,901
-5% -$380K 3.32% 6
2024
Q3 		$7.56M Sell
96,111
-103,370
-52% -$8.05M 3.53% 6
2024
Q2 		$15.3M Sell
199,481
-113,775
-36% -$8.68M 7.73% 5
2024
Q1 		$24M Buy
313,256
+4,965
+2% +$381K 12.41% 3
2023
Q4 		$23.7M Sell
308,291
-9,151
-3% -$693K 13.81% 2
2023
Q3 		$23.9M Sell
317,442
-20,820
-6% -$1.57M 14.56% 2
2023
Q2 		$25.6M Buy
338,262
+14,321
+4% +$1.09M 15.46% 2
2023
Q1 		$24.8M Buy
323,941
+14,601
+5% +$1.11M 15.26% 2
2022
Q4 		$23.3M Sell
309,340
-45,166
-13% -$3.39M 15.31% 2
2022
Q3 		$26.5M Sell
354,506
-3,237
-0.9% -$247K 18.77% 2
2022
Q2 		$27.5M Buy
357,743
+528
+0.1% +$40.7K 19.1% 2
2022
Q1 		$27.8M Sell
357,215
-23,441
-6% -$1.86M 17.46% 2
2021
Q4 		$30.8M Buy
380,656
+13,907
+4% +$1.13M 19.12% 2
2021
Q3 		$30.1M Buy
366,749
+36,955
+11% +$3.04M 19.63% 2
2021
Q2 		$27.1M Buy
329,794
+47,779
+17% +$3.93M 18.26% 2
2021
Q1 		$23.2M Buy
282,015
+11,737
+4% +$969K 16.5% 2
2020
Q4 		$22.4M Buy
270,278
+17,267
+7% +$1.43M 16.42% 2
2020
Q3 		$21M Buy
253,011
+20,492
+9% +$1.7M 17.69% 2
2020
Q2 		$19.3M Sell
232,519
-6,239
-3% -$516K 17.68% 2
2020
Q1 		$19.6M Sell
238,758
-7,525
-3% -$611K 21.11% 2
2019
Q4 		$19.9M Buy
+246,283
New +$19.9M 18.03% 2

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

Bluestem Financial Advisors's BSV Position: Q2 2026 in Review

Bluestem Financial Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 2.7% in Q2 2026, selling an estimated $177K and leaving 80,452 shares worth $6.27M. The position accounts for 2.2% of the portfolio, ranked #9.

Bluestem Financial Advisors first reported a position in BSV in Q4 2019 and has held it in 27 quarters since. The position peaked at $30.8M in Q4 2021. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Bluestem Financial Advisors held 80,452 shares of Vanguard Short-Term Bond ETF worth $6.27M as of Q2 2026.
  • Bluestem Financial Advisors sold 2,264 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $177K.
  • Vanguard Short-Term Bond ETF made up 2.2% of Bluestem Financial Advisors's portfolio in Q2 2026, its #9 holding.
  • Bluestem Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Bluestem Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $30.8M in Q4 2021.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Bluestem Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.