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

CoreCap 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 		$1.98M Buy
25,428
+135
+0.5% +$10.5K 0.06% 254
2026
Q1 		$1.98M Buy
25,293
+2,839
+13% +$224K 0.07% 238
2025
Q4 		$1.77M Buy
22,454
+1,005
+5% +$79.3K 0.06% 266
2025
Q3 		$1.69M Sell
21,449
-1,270
-6% -$99.9K 0.06% 261
2025
Q2 		$1.79M Buy
22,719
+636
+3% +$49.7K 0.07% 232
2025
Q1 		$1.73M Sell
22,083
-104
-0.5% -$8.07K 0.08% 231
2024
Q4 		$1.71M Buy
22,187
+950
+4% +$73.7K 0.08% 241
2024
Q3 		$1.67M Buy
+21,237
New +$1.65M 0.08% 242
2024
Q2 		– Sell
-22,010
Closed -$1.69M – 1734
2024
Q1 		$1.69M Buy
22,010
+2,427
+12% +$186K 0.09% 217
2023
Q4 		$1.51M Buy
19,583
+366
+2% +$27.7K 0.1% 199
2023
Q3 		$1.44M Buy
19,217
+7,523
+64% +$567K 0.1% 185
2023
Q2 		$884K Buy
+11,694
New +$891K 0.06% 262
2022
Q4 		$902K Sell
11,979
-171,327
-93% -$12.9M 0.06% 254
2022
Q3 		$13.7M Buy
183,306
+14,185
+8% +$1.08M 1.15% 14
2022
Q2 		$13M Buy
169,121
+4,735
+3% +$365K 1.01% 21
2022
Q1 		$12.8M Buy
164,386
+6,558
+4% +$521K 0.88% 28
2021
Q4 		$12.8M Buy
+157,828
New +$12.8M 0.85% 20

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
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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CoreCap Advisors's BSV Position: Q2 2026 in Review

CoreCap Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.53% in Q2 2026, buying an estimated $10.5K and bringing the position to 25,428 shares worth $1.98M. The position accounts for 0.06% of the portfolio, ranked #254.

CoreCap Advisors first reported a position in BSV in Q4 2021 and has held it in 17 quarters since. The position peaked at $13.7M in Q3 2022. 374 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • CoreCap Advisors held 25,428 shares of Vanguard Short-Term Bond ETF worth $1.98M as of Q2 2026.
  • CoreCap Advisors bought 135 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $10.5K.
  • Vanguard Short-Term Bond ETF made up 0.06% of CoreCap Advisors's portfolio in Q2 2026, its #254 holding.
  • CoreCap Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • CoreCap Advisors's Vanguard Short-Term Bond ETF position peaked at $13.7M in Q3 2022.
  • 374 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

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