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

Capital Investment Advisors’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 		$7.86M Sell
100,200
-105
-0.1% -$8.27K 0.11% 132
2025
Q4 		$7.91M Buy
100,305
+25,449
+34% +$2.01M 0.12% 128
2025
Q3 		$5.91M Sell
74,856
-1,155
-2% -$90.8K 0.1% 135
2025
Q2 		$5.98M Sell
76,011
-1,582
-2% -$124K 0.11% 131
2025
Q1 		$6.07M Sell
77,593
-1,769
-2% -$137K 0.12% 126
2024
Q4 		$6.13M Buy
79,362
+3,275
+4% +$254K 0.13% 124
2024
Q3 		$5.99M Sell
76,087
-4,088
-5% -$318K 0.12% 130
2024
Q2 		$6.15M Sell
80,175
-3,258
-4% -$249K 0.14% 120
2024
Q1 		$6.4M Sell
83,433
-4,595
-5% -$352K 0.15% 116
2023
Q4 		$6.78M Sell
88,028
-8,030
-8% -$608K 0.17% 110
2023
Q3 		$7.22M Sell
96,058
-4,701
-5% -$354K 0.2% 100
2023
Q2 		$7.61M Sell
100,759
-6,532
-6% -$498K 0.23% 86
2023
Q1 		$8.21M Sell
107,291
-6,350
-6% -$481K 0.24% 88
2022
Q4 		$8.55M Sell
113,641
-5,503
-5% -$413K 0.26% 86
2022
Q3 		$8.91M Sell
119,144
-4,886
-4% -$373K 0.31% 78
2022
Q2 		$9.52M Sell
124,030
-6,066
-5% -$467K 0.32% 79
2022
Q1 		$10.1M Sell
130,096
-15,351
-11% -$1.22M 0.31% 76
2021
Q4 		$11.8M Sell
145,447
-31,718
-18% -$2.58M 0.36% 64
2021
Q3 		$14.5M Sell
177,165
-25,482
-13% -$2.09M 0.49% 48
2021
Q2 		$16.6M Sell
202,647
-23,590
-10% -$1.94M 0.57% 43
2021
Q1 		$18.6M Sell
226,237
-69,084
-23% -$5.7M 0.7% 38
2020
Q4 		$24.5M Sell
295,321
-7,055
-2% -$585K 1.02% 25
2020
Q3 		$25.1M Buy
302,376
+14,694
+5% +$1.22M 1.2% 21
2020
Q2 		$23.9M Buy
287,682
+109,104
+61% +$9.02M 1.24% 22
2020
Q1 		$14.7M Buy
178,578
+1,065
+0.6% +$86.5K 0.94% 29
2019
Q4 		$14.3M Buy
177,513
+16,423
+10% +$1.33M 0.69% 38
2019
Q3 		$13M Buy
161,090
+32,536
+25% +$2.62M 0.68% 35
2019
Q2 		$10.4M Buy
128,554
+6,327
+5% +$505K 0.57% 41
2019
Q1 		$9.73M Sell
122,227
-6,021
-5% -$475K 0.57% 41
2018
Q4 		$10.1M Sell
128,248
-15,131
-11% -$1.18M 0.67% 38
2018
Q3 		$11.2M Buy
143,379
+1,657
+1% +$129K 0.66% 37
2018
Q2 		$11.1M Sell
141,722
-23,744
-14% -$1.86M 0.69% 35
2018
Q1 		$13M Buy
165,466
+873
+0.5% +$68.6K 0.85% 30
2017
Q4 		$13M Buy
164,593
+12,009
+8% +$954K 0.85% 27
2017
Q3 		$12.2M Sell
152,584
-854
-0.6% -$68.3K 0.84% 27
2017
Q2 		$12.3M Buy
153,438
+7,518
+5% +$600K 0.88% 25
2017
Q1 		$11.6M Buy
145,920
+25,053
+21% +$1.99M 0.88% 24
2016
Q4 		$9.6M Buy
120,867
+990
+0.8% +$79.2K 0.81% 26
2016
Q3 		$9.69M Sell
119,877
-2,281
-2% -$184K 0.85% 26
2016
Q2 		$9.9M Sell
122,158
-7,759
-6% -$625K 0.93% 25
2016
Q1 		$10.5M Sell
129,917
-16,603
-11% -$1.33M 1.03% 19
2015
Q4 		$11.7M Sell
146,520
-1,826
-1% -$146K 1.2% 15
2015
Q3 		$11.9M Sell
148,346
-3,502
-2% -$281K 1.34% 14
2015
Q2 		$12.2M Sell
151,848
-6,808
-4% -$547K 1.31% 13
2015
Q1 		$12.8M Sell
158,656
-51,567
-25% -$4.14M 1.35% 12
2014
Q4 		$16.8M Buy
210,223
+23,574
+13% +$1.89M 1.86% 10
2014
Q3 		$14.9M Buy
186,649
+13,453
+8% +$1.08M 1.71% 9
2014
Q2 		$13.9M Buy
173,196
+21,568
+14% +$1.73M 1.59% 10
2014
Q1 		$12.1M Buy
151,628
+7,573
+5% +$607K 1.53% 11
2013
Q4 		$11.5M Buy
+144,055
New +$11.6M 1.53% 11

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

Capital Investment Advisors's BSV Position: Q1 2026 in Review

Capital Investment Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.1% in Q1 2026, selling an estimated $8.27K and leaving 100,200 shares worth $7.86M. The position accounts for 0.11% of the portfolio, ranked #132.

Capital Investment Advisors first reported a position in BSV in Q4 2013 and has held it in 50 quarters since. The position peaked at $25.1M in Q3 2020. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Capital Investment Advisors held 100,200 shares of Vanguard Short-Term Bond ETF worth $7.86M as of Q1 2026.
  • Capital Investment Advisors sold 105 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $8.27K.
  • Vanguard Short-Term Bond ETF made up 0.11% of Capital Investment Advisors's portfolio in Q1 2026, its #132 holding.
  • Capital Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2013 and has held it in 50 quarters since.
  • Capital Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $25.1M in Q3 2020.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.