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

Capital Performance 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
Q2 		$6.85M Sell
87,873
-10,532
-11% -$822K 0.44% 41
2026
Q1 		$7.72M Buy
98,405
+9,561
+11% +$753K 0.52% 40
2025
Q4 		$7M Buy
88,844
+70,863
+394% +$5.59M 0.5% 42
2025
Q3 		$1.42M Sell
17,981
-2,007
-10% -$158K 0.23% 56
2025
Q2 		$1.57M Sell
19,988
-2,852
-12% -$223K 0.31% 47
2025
Q1 		$1.79M Buy
22,840
+3,275
+17% +$254K 0.39% 41
2024
Q4 		$1.51M Buy
19,565
+817
+4% +$63.4K 0.48% 29
2024
Q3 		$1.48M Buy
18,748
+563
+3% +$43.9K 0.45% 29
2024
Q2 		$1.39M Sell
18,185
-17,859
-50% -$1.36M 0.53% 28
2024
Q1 		$2.76M Buy
36,044
+18,000
+100% +$1.38M 1.06% 16
2023
Q4 		$1.39M Buy
18,044
+127
+0.7% +$9.61K 0.6% 23
2023
Q3 		$1.35M Sell
17,917
-65
-0.4% -$4.9K 0.69% 20
2023
Q2 		$1.36M Buy
17,982
+912
+5% +$69.5K 0.67% 20
2023
Q1 		$1.31M Buy
17,070
+621
+4% +$47.1K 0.7% 18
2022
Q4 		$1.24M Sell
16,449
-105
-0.6% -$7.88K 0.71% 17
2022
Q3 		$1.24M Buy
16,554
+837
+5% +$64K 0.8% 16
2022
Q2 		$1.21M Buy
15,717
+791
+5% +$60.9K 0.74% 16
2022
Q1 		$1.16M Sell
14,926
-427
-3% -$33.9K 0.66% 16
2021
Q4 		$1.23M Buy
+15,353
New +$1.25M 0.74% 16

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Capital Performance Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 11% in Q2 2026, selling an estimated $822K and leaving 87,873 shares worth $6.85M. The position accounts for 0.44% of the portfolio, ranked #41.

Capital Performance Advisors first reported a position in BSV in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.72M in Q1 2026. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Capital Performance Advisors held 87,873 shares of Vanguard Short-Term Bond ETF worth $6.85M as of Q2 2026.
  • Capital Performance Advisors sold 10,532 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $822K.
  • Vanguard Short-Term Bond ETF made up 0.44% of Capital Performance Advisors's portfolio in Q2 2026, its #41 holding.
  • Capital Performance Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Capital Performance Advisors's Vanguard Short-Term Bond ETF position peaked at $7.72M in Q1 2026.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.