Calton & Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.08M | Sell |
39,548
-6,671
| -14% | -$521K | 0.45% | 46 |
|
|
2026
Q1 | $3.62M | Buy |
46,219
+1,705
| +4% | +$134K | 0.52% | 42 |
|
|
2025
Q4 | $3.51M | Buy |
44,514
+3,492
| +9% | +$275K | 0.52% | 38 |
|
|
2025
Q3 | $3.24M | Buy |
41,022
+12,454
| +44% | +$979K | 0.49% | 46 |
|
|
2025
Q2 | $2.25M | Sell |
28,568
-2,248
| -7% | -$176K | 0.39% | 57 |
|
|
2025
Q1 | $2.41M | Buy |
30,816
+5,612
| +22% | +$436K | 0.55% | 42 |
|
|
2024
Q4 | $1.95M | Buy |
25,204
+9,559
| +61% | +$742K | 0.86% | 24 |
|
|
2024
Q3 | $1.23M | Sell |
15,645
-6,466
| -29% | -$504K | 0.47% | 52 |
|
|
2024
Q2 | $1.7M | Sell |
22,111
-1,252
| -5% | -$95.5K | 0.85% | 27 |
|
|
2024
Q1 | $1.79M | Sell |
23,363
-139
| -0.6% | -$10.7K | 0.87% | 24 |
|
|
2023
Q4 | $1.81M | Buy |
+23,502
| New | +$1.78M | 0.73% | 32 |
|
|
2023
Q3 | – | Sell |
-22,695
| Closed | -$1.72M | – | 122 |
|
|
2023
Q2 | $1.72M | Sell |
22,695
-535
| -2% | -$40.8K | 0.8% | 31 |
|
|
2023
Q1 | $1.78M | Sell |
23,230
-21
| -0.1% | -$1.59K | 0.82% | 34 |
|
|
2022
Q4 | $1.75M | Buy |
23,251
+2,903
| +14% | +$218K | 0.68% | 39 |
|
|
2022
Q3 | $1.52M | Sell |
20,348
-871
| -4% | -$66.5K | 0.87% | 29 |
|
|
2022
Q2 | $1.63M | Sell |
21,219
-2,826
| -12% | -$218K | 0.91% | 28 |
|
|
2022
Q1 | $1.87M | Sell |
24,045
-267
| -1% | -$21.2K | 0.56% | 43 |
|
|
2021
Q4 | $1.97M | Sell |
24,312
-864
| -3% | -$70.3K | 0.52% | 45 |
|
|
2021
Q3 | $2.06M | Sell |
25,176
-2,052
| -8% | -$169K | 0.45% | 57 |
|
|
2021
Q2 | $2.24M | Buy |
27,228
+1,136
| +4% | +$93.5K | 0.43% | 52 |
|
|
2021
Q1 | $2.15M | Sell |
26,092
-1,541
| -6% | -$127K | 0.42% | 49 |
|
|
2020
Q4 | $2.29M | Sell |
27,633
-567
| -2% | -$47K | 0.41% | 50 |
|
|
2020
Q3 | $2.34M | Sell |
28,200
-1,085
| -4% | -$90.2K | 0.48% | 41 |
|
|
2020
Q2 | $2.43M | Sell |
29,285
-3,731
| -11% | -$309K | 0.53% | 37 |
|
|
2020
Q1 | $2.71M | Buy |
33,016
+2,206
| +7% | +$179K | 0.67% | 31 |
|
|
2019
Q4 | $2.48M | Buy |
30,810
+3,490
| +13% | +$282K | 0.5% | 37 |
|
|
2019
Q3 | $2.21M | Buy |
27,320
+1,027
| +4% | +$82.8K | 0.49% | 36 |
|
|
2019
Q2 | $2.12M | Buy |
26,293
+1,233
| +5% | +$98.3K | 0.6% | 29 |
|
|
2019
Q1 | $2M | Sell |
25,060
-1,711
| -6% | -$135K | 0.61% | 28 |
|
|
2018
Q4 | $2.1M | Sell |
26,771
-8,616
| -24% | -$672K | 0.77% | 21 |
|
|
2018
Q3 | $2.76M | Buy |
35,387
+2,445
| +7% | +$191K | 0.81% | 19 |
|
|
2018
Q2 | $2.57M | Buy |
32,942
+542
| +2% | +$42.3K | 0.75% | 20 |
|
|
2018
Q1 | $2.54M | Sell |
32,400
-3,787
| -10% | -$298K | 0.74% | 23 |
|
|
2017
Q4 | $2.85M | Buy |
+36,187
| New | +$2.88M | 0.72% | 23 |
|
Other funds holding BSV
AF
Calton & Associates's BSV Position: Q2 2026 in Review
Calton & Associates reduced its Vanguard Short-Term Bond ETF (BSV) stake by 14% in Q2 2026, selling an estimated $521K and leaving 39,548 shares worth $3.08M. The position accounts for 0.45% of the portfolio, ranked #46.
Calton & Associates first reported a position in BSV in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.62M in Q1 2026. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.
- Calton & Associates held 39,548 shares of Vanguard Short-Term Bond ETF worth $3.08M as of Q2 2026.
- Calton & Associates sold 6,671 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $521K.
- Vanguard Short-Term Bond ETF made up 0.45% of Calton & Associates's portfolio in Q2 2026, its #46 holding.
- Calton & Associates first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and has held it in 34 quarters since.
- Calton & Associates's Vanguard Short-Term Bond ETF position peaked at $3.62M in Q1 2026.
- 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.
Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.