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

Capital Investment Management’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 		$7.76M Buy
99,616
+554
+0.6% +$43.2K 2.38% 9
2026
Q1 		$7.77M Buy
99,062
+6,850
+7% +$539K 2.67% 7
2025
Q4 		$7.27M Buy
+92,212
New +$7.27M 2.54% 8

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
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

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

Capital Investment Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.56% in Q2 2026, buying an estimated $43.2K and bringing the position to 99,616 shares worth $7.76M. The position accounts for 2.38% of the portfolio, ranked #9.

Capital Investment Management first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.77M in Q1 2026. 466 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Capital Investment Management held 99,616 shares of Vanguard Short-Term Bond ETF worth $7.76M as of Q2 2026.
  • Capital Investment Management bought 554 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $43.2K.
  • Vanguard Short-Term Bond ETF made up 2.38% of Capital Investment Management's portfolio in Q2 2026, its #9 holding.
  • Capital Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Capital Investment Management's Vanguard Short-Term Bond ETF position peaked at $7.77M in Q1 2026.
  • 466 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

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