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Cary Street Partners Investment Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Cary Street Partners Investment Advisory’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 		$542K Hold
6,954
– – 0.11% 187
2026
Q1 		$545K Buy
6,954
+444
+7% +$35K 0.14% 162
2025
Q4 		$513K Hold
6,510
– – 0.14% 159
2025
Q3 		$514K Hold
6,510
– – 0.21% 105
2025
Q2 		$512K Hold
6,510
– – 0.25% 99
2025
Q1 		$510K Hold
6,510
– – 0.29% 89
2024
Q4 		$503K Sell
6,510
-29,314
-82% -$2.28M 0.33% 74
2024
Q3 		$2.82M Sell
35,824
-16,496
-32% -$1.28M 0.1% 210
2024
Q2 		$4.01M Buy
52,320
+4,153
+9% +$317K 0.16% 148
2024
Q1 		$3.69M Buy
48,167
+11,561
+32% +$887K 0.16% 157
2023
Q4 		$2.82M Buy
36,606
+1,674
+5% +$127K 0.13% 181
2023
Q3 		$2.63M Buy
34,932
+4,384
+14% +$330K 0.14% 182
2023
Q2 		$2.31M Sell
30,548
-13,172
-30% -$1M 0.15% 165
2023
Q1 		$3.34M Sell
43,720
-6,940
-14% -$526K 0.24% 110
2022
Q4 		$3.81M Sell
50,660
-829
-2% -$62.2K 0.28% 92
2022
Q3 		$3.85M Sell
51,489
-6,323
-11% -$483K 0.32% 82
2022
Q2 		$4.4M Buy
57,812
+26,990
+88% +$2.08M 0.37% 76
2022
Q1 		$2.4M Sell
30,822
-3,252
-10% -$258K 0.66% 42
2021
Q4 		$2.75M Buy
34,074
+1,265
+4% +$103K 0.76% 32
2021
Q3 		$2.69M Sell
32,809
-2,524
-7% -$207K 0.88% 31
2021
Q2 		$2.9M Sell
35,333
-1,961
-5% -$161K 0.94% 28
2021
Q1 		$3.06M Buy
37,294
+5,306
+17% +$438K 1.26% 18
2020
Q4 		$2.65M Buy
31,988
+7,109
+29% +$589K 0.51% 46
2020
Q3 		$2.07M Buy
+24,879
New +$2.07M 0.44% 68

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Cary Street Partners Investment Advisory's BSV Position: Q2 2026 in Review

Cary Street Partners Investment Advisory held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 6,954 shares worth $542K. The position accounts for 0.11% of the portfolio, ranked #187.

Cary Street Partners Investment Advisory first reported a position in BSV in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.4M in Q2 2022. 1,065 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Cary Street Partners Investment Advisory held 6,954 shares of Vanguard Short-Term Bond ETF worth $542K as of Q2 2026.
  • Cary Street Partners Investment Advisory left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Bond ETF made up 0.11% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #187 holding.
  • Cary Street Partners Investment Advisory first reported a position in Vanguard Short-Term Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Cary Street Partners Investment Advisory's Vanguard Short-Term Bond ETF position peaked at $4.4M in Q2 2022.
  • 1,065 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.