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

Capital Investment Advisory Services’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	$260K	Hold	3,340	–	–	0.02%	633
2026 Q1	$262K	Hold	3,340	–	–	0.02%	557
2025 Q4	$263K	Buy	3,340 +703	+27%	+$55.5K	0.02%	541
2025 Q3	$208K	Sell	2,637 -24	-0.9%	-$1.89K	0.02%	572
2025 Q2	$209K	Sell	2,661 -320	-11%	-$25K	0.02%	550
2025 Q1	$233K	Sell	2,981 -376	-11%	-$29.2K	0.02%	504
2024 Q4	$259K	Sell	3,357 -40	-1%	-$3.1K	0.03%	439
2024 Q3	$267K	Hold	3,397	–	–	0.03%	429
2024 Q2	$261K	Hold	3,397	–	–	0.03%	423
2024 Q1	$260K	Sell	3,397 -99	-3%	-$7.59K	0.03%	425
2023 Q4	$269K	Buy	3,496 +905	+35%	+$68.5K	0.02%	420
2023 Q3	$195K	Buy	2,591 +517	+25%	+$39K	0.02%	481
2023 Q2	$157K	Sell	2,074 -66	-3%	-$5.03K	0.02%	489
2023 Q1	$164K	Buy	2,140 +1	+0%	+$76	0.02%	483
2022 Q4	$161K	Sell	2,139 -510	-19%	-$38.3K	0.02%	491
2022 Q3	$198K	Buy	2,649 +40	+2%	+$3.06K	0.03%	432
2022 Q2	$200K	Buy	2,609 +63	+2%	+$4.85K	0.02%	448
2022 Q1	$198K	Buy	2,546 +614	+32%	+$48.7K	0.02%	493
2021 Q4	$156K	Buy	1,932 +27	+1%	+$2.2K	0.02%	504
2021 Q3	$156K	Hold	1,905	–	–	0.02%	471
2021 Q2	$157K	Sell	1,905 -3,281	-63%	-$270K	0.02%	484
2021 Q1	$426K	Sell	5,186 -8,391	-62%	-$693K	0.06%	273
2020 Q4	$1.13M	Buy	13,577 +430	+3%	+$35.6K	0.17%	128
2020 Q3	$1.09M	Buy	13,147 +10,375	+374%	+$862K	0.21%	106
2020 Q2	$230K	Sell	2,772 -1,966	-41%	-$163K	0.05%	288
2020 Q1	$389K	Buy	+4,738	New	+$385K	0.1%	190
2019 Q4	–	Sell	-387	Closed	-$31K	–	641
2019 Q3	$31K	Hold	387	–	–	0.01%	675
2019 Q2	$31K	Hold	387	–	–	0.01%	662
2019 Q1	$31K	Hold	387	–	–	0.01%	573
2018 Q4	$30K	Buy	+387	New	+$30.2K	0.01%	555

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital Investment Advisory Services's BSV Position: Q2 2026 in Review

Capital Investment Advisory Services held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 3,340 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #633.

Capital Investment Advisory Services first reported a position in BSV in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.13M in Q4 2020. 1,206 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Capital Investment Advisory Services held 3,340 shares of Vanguard Short-Term Bond ETF worth $260K as of Q2 2026.
Capital Investment Advisory Services left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #633 holding.
Capital Investment Advisory Services first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 30 quarters since.
Capital Investment Advisory Services's Vanguard Short-Term Bond ETF position peaked at $1.13M in Q4 2020.
1,206 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.