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

Capital Advisors Inc’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 		$353K Buy
4,534
+133
+3% +$10.4K 0.01% 282
2026
Q1 		$345K Sell
4,401
-36
-0.8% -$2.83K 0.01% 275
2025
Q4 		$350K Buy
4,437
+11
+0.2% +$868 0.01% 244
2025
Q3 		$349K Buy
4,426
+470
+12% +$37K 0.01% 238
2025
Q2 		$311K Hold
3,956
– – 0.01% 254
2025
Q1 		$310K Hold
3,956
– – 0.01% 243
2024
Q4 		$306K Buy
3,956
+325
+9% +$25.2K 0.01% 248
2024
Q3 		$286K Buy
+3,631
New +$283K 0.01% 253
2023
Q1 		– Sell
-2,684
Closed -$202K – 259
2022
Q4 		$202K Sell
2,684
-779
-22% -$58.4K 0.01% 241
2022
Q3 		$257K Sell
3,463
-4,384
-56% -$335K 0.01% 211
2022
Q2 		$603K Sell
7,847
-13
-0.2% -$1K 0.02% 164
2022
Q1 		$612K Buy
7,860
+2,108
+37% +$167K 0.02% 159
2021
Q4 		$465K Buy
5,752
+441
+8% +$35.9K 0.01% 174
2021
Q3 		$435K Buy
5,311
+126
+2% +$10.4K 0.01% 173
2021
Q2 		$426K Hold
5,185
– – 0.01% 173
2021
Q1 		$426K Buy
5,185
+153
+3% +$12.6K 0.01% 169
2020
Q4 		$417K Buy
5,032
+577
+13% +$47.8K 0.01% 147
2020
Q3 		$370K Buy
4,455
+300
+7% +$24.9K 0.02% 145
2020
Q2 		$346K Sell
4,155
-370
-8% -$30.6K 0.01% 146
2020
Q1 		$372K Buy
4,525
+932
+26% +$75.7K 0.02% 123
2019
Q4 		$290K Buy
3,593
+1,103
+44% +$89K 0.01% 158
2019
Q3 		$200K Hold
2,490
– – 0.01% 172
2019
Q2 		$200K Buy
+2,490
New +$199K 0.01% 172
2019
Q1 		– Sell
-17,281
Closed -$1.36M – 137
2018
Q4 		$1.36M Buy
+17,281
New +$1.35M 0.09% 107
2017
Q3 		– Sell
-2,616
Closed -$209K – 191
2017
Q2 		$209K Sell
2,616
-1,232
-32% -$98.4K 0.01% 181
2017
Q1 		$307K Sell
3,848
-209
-5% -$16.6K 0.02% 157
2016
Q4 		$322K Buy
+4,057
New +$325K 0.02% 147

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

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

Capital Advisors Inc increased its Vanguard Short-Term Bond ETF (BSV) stake by 3% in Q2 2026, buying an estimated $10.4K and bringing the position to 4,534 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #282.

Capital Advisors Inc first reported a position in BSV in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.36M in Q4 2018. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Capital Advisors Inc held 4,534 shares of Vanguard Short-Term Bond ETF worth $353K as of Q2 2026.
  • Capital Advisors Inc bought 133 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $10.4K.
  • Vanguard Short-Term Bond ETF made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #282 holding.
  • Capital Advisors Inc first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and has held it in 27 quarters since.
  • Capital Advisors Inc's Vanguard Short-Term Bond ETF position peaked at $1.36M in Q4 2018.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.