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

Capital Advisors Ltd’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	$2.31M	Buy	29,587 +1,208	+4%	+$94.3K	0.23%	71
2026 Q1	$2.23M	Buy	28,379 +3,445	+14%	+$271K	0.25%	69
2025 Q4	$1.97M	Buy	24,934 +1,607	+7%	+$127K	0.22%	70
2025 Q3	$1.84M	Buy	23,327 +1,134	+5%	+$89.2K	0.21%	72
2025 Q2	$1.75M	Sell	22,193 -174	-0.8%	-$13.6K	0.22%	67
2025 Q1	$1.75M	Sell	22,367 -965	-4%	-$74.9K	0.23%	67
2024 Q4	$1.8M	Sell	23,332 -1,008	-4%	-$78.2K	0.23%	66
2024 Q3	$1.92M	Sell	24,340 -1,594	-6%	-$124K	0.24%	62
2024 Q2	$1.99M	Buy	25,934 +6,641	+34%	+$507K	0.26%	60
2024 Q1	$1.48M	Sell	19,293 -271	-1%	-$20.8K	0.19%	71
2023 Q4	$1.51M	Buy	19,564 +2,190	+13%	+$166K	0.21%	70
2023 Q3	$1.31M	Sell	17,374 -1,314	-7%	-$99.1K	0.2%	71
2023 Q2	$1.41M	Sell	18,688 -6,705	-26%	-$511K	0.21%	70
2023 Q1	$1.94M	Sell	25,393 -1,163	-4%	-$88.1K	0.32%	51
2022 Q4	$2M	Buy	26,556 +15,839	+148%	+$1.19M	0.35%	50
2022 Q3	$802K	Buy	10,717 +5,650	+112%	+$432K	0.16%	87
2022 Q2	$389K	Hold	5,067	–	–	0.07%	156
2022 Q1	$395K	Hold	5,067	–	–	0.07%	164
2021 Q4	$410K	Buy	5,067 +472	+10%	+$38.4K	0.07%	157
2021 Q3	$377K	Hold	4,595	–	–	0.07%	142
2021 Q2	$378K	Buy	4,595 +2,555	+125%	+$210K	0.07%	136
2021 Q1	$168K	Hold	2,040	–	–	0.03%	199
2020 Q4	$169K	Hold	2,040	–	–	0.04%	188
2020 Q3	$169K	Hold	2,040	–	–	0.04%	176
2020 Q2	$170K	Hold	2,040	–	–	0.04%	170
2020 Q1	$168K	Hold	2,040	–	–	0.05%	158
2019 Q4	$164K	Buy	2,040 +250	+14%	+$20.2K	0.04%	170
2019 Q3	$145K	Hold	1,790	–	–	0.04%	169
2019 Q2	$144K	Hold	1,790	–	–	0.04%	172
2019 Q1	$142K	Hold	1,790	–	–	0.04%	182
2018 Q4	$141K	Hold	1,790	–	–	0.04%	179
2018 Q3	$140K	Buy	1,790 +1	+0.1%	+$78	0.04%	183
2018 Q2	$140K	Buy	1,789 +3	+0.2%	+$234	0.04%	149
2018 Q1	$140K	Buy	1,786 +3	+0.2%	+$236	0.05%	152
2017 Q4	$141K	Buy	1,783 +2	+0.1%	+$159	0.05%	147
2017 Q3	$142K	Buy	1,781 +3	+0.2%	+$240	0.05%	139
2017 Q2	$142K	Buy	1,778 +3	+0.2%	+$240	0.05%	142
2017 Q1	$142K	Buy	1,775 +2	+0.1%	+$159	0.05%	138
2016 Q4	$141K	Buy	1,773 +2	+0.1%	+$160	0.06%	131
2016 Q3	$143K	Sell	1,771 -430	-20%	-$34.8K	0.06%	127
2016 Q2	$178K	Buy	2,201 +2	+0.1%	+$161	0.08%	109
2016 Q1	$177K	Buy	2,199 +3	+0.1%	+$240	0.09%	105
2015 Q4	$175K	Buy	2,196 +934	+74%	+$74.7K	0.09%	105
2015 Q3	$101K	Hold	1,262	–	–	0.06%	132
2015 Q2	$101K	Sell	1,262 -809	-39%	-$64.9K	0.05%	134
2015 Q1	$167K	Buy	2,071 +3	+0.1%	+$241	0.09%	108
2014 Q4	$165K	Buy	2,068 +3	+0.1%	+$241	0.09%	104
2014 Q3	$165K	Buy	2,065 +2	+0.1%	+$160	0.09%	105
2014 Q2	$166K	Buy	2,063 +3	+0.1%	+$241	0.09%	113
2014 Q1	$165K	Buy	2,060 +4	+0.2%	+$321	0.1%	113
2013 Q4	$164K	Buy	+2,056	New	+$165K	0.11%	93

Other funds holding BSV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Capital Advisors Ltd increased its Vanguard Short-Term Bond ETF (BSV) stake by 4.3% in Q2 2026, buying an estimated $94.3K and bringing the position to 29,587 shares worth $2.31M. The position accounts for 0.23% of the portfolio, ranked #71.

Capital Advisors Ltd first reported a position in BSV in Q4 2013 and has held it in 51 quarters since. 267 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Capital Advisors Ltd held 29,587 shares of Vanguard Short-Term Bond ETF worth $2.31M as of Q2 2026.
Capital Advisors Ltd bought 1,208 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $94.3K.
Vanguard Short-Term Bond ETF made up 0.23% of Capital Advisors Ltd's portfolio in Q2 2026, its #71 holding.
Capital Advisors Ltd first reported a position in Vanguard Short-Term Bond ETF in Q4 2013 and has held it in 51 quarters since.
267 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.