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

Clearstead 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 		$751K Buy
9,643
+224
+2% +$17.5K 0.01% 627
2026
Q1 		$739K Buy
9,419
+1,827
+24% +$144K 0.01% 612
2025
Q4 		$598K Sell
7,592
-1,407
-16% -$111K 0.01% 606
2025
Q3 		$710K Buy
8,999
+200
+2% +$15.7K 0.01% 538
2025
Q2 		$692K Sell
8,799
-403
-4% -$31.5K 0.01% 516
2025
Q1 		$720K Buy
9,202
+1,956
+27% +$152K 0.01% 486
2024
Q4 		$560K Buy
7,246
+201
+3% +$15.6K 0.01% 548
2024
Q3 		$554K Buy
7,045
+161
+2% +$12.5K 0.01% 543
2024
Q2 		$528K Buy
6,884
+5,082
+282% +$388K 0.01% 526
2024
Q1 		$137K Buy
1,802
+621
+53% +$47.6K 0.01% 534
2023
Q4 		$91K Buy
+1,181
New +$89.4K ﹤0.01% 605
2022
Q4 		– Sell
-700
Closed -$52K – 1322
2022
Q3 		$52K Sell
700
-550
-44% -$42K ﹤0.01% 597
2022
Q2 		$96K Sell
1,250
-1,062
-46% -$81.8K 0.01% 507
2022
Q1 		$180K Sell
2,312
-1,840
-44% -$146K 0.01% 424
2021
Q4 		$336K Buy
4,152
+1,550
+60% +$126K 0.02% 314
2021
Q3 		$213K Hold
2,602
– – 0.02% 359
2021
Q2 		$214K Sell
2,602
-108
-4% -$8.88K 0.02% 333
2021
Q1 		$223K Sell
2,710
-80
-3% -$6.6K 0.02% 317
2020
Q4 		$231K Buy
2,790
+700
+33% +$58K 0.02% 299
2020
Q3 		$174K Buy
2,090
+108
+5% +$8.97K 0.02% 291
2020
Q2 		$165K Hold
1,982
– – 0.02% 296
2020
Q1 		$163K Buy
+1,982
New +$161K 0.02% 261
2018
Q2 		– Sell
-18,672
Closed -$1.47M – 223
2018
Q1 		$1.47M Buy
+18,672
New +$1.47M 0.21% 85
2017
Q4 		– Sell
-18,569
Closed -$1.48M – 228
2017
Q3 		$1.48M Sell
18,569
-837
-4% -$66.9K 0.19% 91
2017
Q2 		$1.55M Buy
19,406
+869
+5% +$69.4K 0.23% 83
2017
Q1 		$1.48M Sell
18,537
-1,488
-7% -$118K 0.21% 82
2016
Q4 		$1.59M Buy
+20,025
New +$1.6M 0.26% 66

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

Clearstead Advisors's BSV Position: Q2 2026 in Review

Clearstead Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.4% in Q2 2026, buying an estimated $17.5K and bringing the position to 9,643 shares worth $751K. The position accounts for 0.01% of the portfolio, ranked #627.

Clearstead Advisors first reported a position in BSV in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.59M in Q4 2016. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Clearstead Advisors held 9,643 shares of Vanguard Short-Term Bond ETF worth $751K as of Q2 2026.
  • Clearstead Advisors bought 224 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $17.5K.
  • Vanguard Short-Term Bond ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #627 holding.
  • Clearstead Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and has held it in 27 quarters since.
  • Clearstead Advisors's Vanguard Short-Term Bond ETF position peaked at $1.59M in Q4 2016.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.