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Cape Investment Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Cape Investment Advisory’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 		– Sell
-2,237
Closed -$176K – 344
2025
Q4 		$176K Buy
2,237
+622
+39% +$49.1K 0.05% 222
2025
Q3 		$127K Sell
1,615
-1,030
-39% -$81K 0.13% 140
2025
Q2 		$208K Sell
2,645
-1,955
-43% -$153K 0.08% 183
2025
Q1 		$360K Buy
4,600
+1,647
+56% +$128K 0.14% 114
2024
Q4 		$228K Buy
2,953
+1,483
+101% +$115K 0.09% 160
2024
Q3 		$116K Buy
1,470
+436
+42% +$34K 0.05% 220
2024
Q2 		$79.3K Sell
1,034
-53
-5% -$4.04K 0.04% 247
2024
Q1 		$83.3K Sell
1,087
-193
-15% -$14.8K 0.04% 241
2023
Q4 		$98.5K Sell
1,280
-3,826
-75% -$290K 0.05% 230
2023
Q3 		$384K Sell
5,106
-17,956
-78% -$1.35M 0.22% 81
2023
Q2 		$1.74M Sell
23,062
-3,608
-14% -$275K 0.97% 17
2023
Q1 		$2.04M Buy
+26,670
New +$2.02M 1.24% 13

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

Cape Investment Advisory's BSV Position: Q1 2026 in Review

Cape Investment Advisory sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 2,237 shares — an estimated $176K sold.

Cape Investment Advisory first reported a position in BSV in Q1 2023 and held it in 12 quarters. The position peaked at $2.04M in Q1 2023. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Cape Investment Advisory reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 2,237 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $176K.
  • Cape Investment Advisory first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and held it in 12 quarters.
  • Cape Investment Advisory's Vanguard Short-Term Bond ETF position peaked at $2.04M in Q1 2023.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.