Capital Asset Management’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
$460K Sell
5,910
-20,155
-77% -$1.57M 1.04% 27
2026
Q1
$2.04M Buy
26,065
+1,969
+8% +$155K 2.3% 14
2025
Q4
$1.9M Buy
+24,096
New +$1.9M 2.1% 16

Other funds holding BSV

Capital Asset Management's BSV Position: Q2 2026 in Review

Capital Asset Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 77% in Q2 2026, selling an estimated $1.57M and leaving 5,910 shares worth $460K. The position accounts for 1.04% of the portfolio, ranked #27.

Capital Asset Management first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.04M in Q1 2026. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Capital Asset Management held 5,910 shares of Vanguard Short-Term Bond ETF worth $460K as of Q2 2026.
  • Capital Asset Management sold 20,155 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.57M.
  • Vanguard Short-Term Bond ETF made up 1.04% of Capital Asset Management's portfolio in Q2 2026, its #27 holding.
  • Capital Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Capital Asset Management's Vanguard Short-Term Bond ETF position peaked at $2.04M in Q1 2026.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Capital Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.