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

CGN 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 		$11.6M Buy
148,625
+3,074
+2% +$240K 0.85% 28
2026
Q1 		$11.4M Buy
145,551
+6,704
+5% +$528K 0.9% 25
2025
Q4 		$10.9M Buy
138,847
+10,322
+8% +$814K 0.87% 25
2025
Q3 		$10.1M Sell
128,525
-2,968
-2% -$233K 0.83% 27
2025
Q2 		$10.3M Buy
131,493
+5,010
+4% +$392K 0.92% 23
2025
Q1 		$9.9M Buy
126,483
+6,778
+6% +$526K 0.97% 21
2024
Q4 		$9.25M Buy
119,705
+8,920
+8% +$692K 0.9% 25
2024
Q3 		$8.72M Buy
110,785
+901
+0.8% +$70.2K 0.88% 24
2024
Q2 		$8.43M Buy
109,884
+4,114
+4% +$314K 0.98% 24
2024
Q1 		$8.11M Sell
105,770
-2,373
-2% -$182K 1.03% 22
2023
Q4 		$8.33M Buy
108,143
+4,394
+4% +$333K 1.15% 21
2023
Q3 		$7.8M Buy
103,749
+416
+0.4% +$31.4K 1.05% 25
2023
Q2 		$7.81M Buy
103,333
+3,837
+4% +$292K 1.12% 22
2023
Q1 		$7.61M Sell
99,496
-26,585
-21% -$2.01M 1.2% 20
2022
Q4 		$9.49M Sell
126,081
-17,347
-12% -$1.3M 1.67% 15
2022
Q3 		$10.7M Sell
143,428
-29,932
-17% -$2.29M 2.69% 4
2022
Q2 		$13.3M Sell
173,360
-3,266
-2% -$252K 3.75% 2
2022
Q1 		$13.8M Sell
176,626
-32,686
-16% -$2.59M 3.43% 3
2021
Q4 		$16.9M Buy
209,312
+44
+0% +$3.58K 4.4% 2
2021
Q3 		$17.1M Buy
209,268
+344
+0.2% +$28.3K 5.6% 1
2021
Q2 		$17.2M Buy
208,924
+19,620
+10% +$1.61M 5.42% 1
2021
Q1 		$15.6M Buy
189,304
+20,395
+12% +$1.68M 5.6% 1
2020
Q4 		$14M Buy
+168,909
New +$14M 5.6% 1

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

CGN Advisors's BSV Position: Q2 2026 in Review

CGN Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.1% in Q2 2026, buying an estimated $240K and bringing the position to 148,625 shares worth $11.6M. The position accounts for 0.85% of the portfolio, ranked #28.

CGN Advisors first reported a position in BSV in Q4 2020 and has held it in 23 quarters since. The position peaked at $17.2M in Q2 2021. 1,353 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • CGN Advisors held 148,625 shares of Vanguard Short-Term Bond ETF worth $11.6M as of Q2 2026.
  • CGN Advisors bought 3,074 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $240K.
  • Vanguard Short-Term Bond ETF made up 0.85% of CGN Advisors's portfolio in Q2 2026, its #28 holding.
  • CGN Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • CGN Advisors's Vanguard Short-Term Bond ETF position peaked at $17.2M in Q2 2021.
  • 1,353 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.