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

Cumberland 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 		$1.15M Buy
14,780
+1,765
+14% +$138K 0.41% 33
2026
Q1 		$1.02M Buy
13,015
+2,045
+19% +$161K 0.4% 34
2025
Q4 		$865K Buy
10,970
+900
+9% +$71K 0.33% 35
2025
Q3 		$795K Buy
10,070
+420
+4% +$33K 0.31% 36
2025
Q2 		$759K Buy
9,650
+390
+4% +$30.5K 0.32% 37
2025
Q1 		$725K Sell
9,260
-175
-2% -$13.6K 0.33% 37
2024
Q4 		$729K Buy
9,435
+45
+0.5% +$3.49K 0.29% 37
2024
Q3 		$739K Buy
9,390
+1,125
+14% +$87.6K 0.29% 36
2024
Q2 		$634K Sell
8,265
-3,145
-28% -$240K 0.26% 42
2024
Q1 		$875K Buy
11,410
+907
+9% +$69.6K 0.33% 40
2023
Q4 		$809K Buy
10,503
+1,800
+21% +$136K 0.35% 38
2023
Q3 		$654K Buy
8,703
+2,920
+50% +$220K 0.29% 41
2023
Q2 		$437K Buy
5,783
+815
+16% +$62.1K 0.2% 45
2023
Q1 		$380K Buy
4,968
+550
+12% +$41.7K 0.16% 48
2022
Q4 		$333K Buy
4,418
+28
+0.6% +$2.1K 0.14% 52
2022
Q3 		$328K Buy
4,390
+1,000
+29% +$76.4K 0.13% 49
2022
Q2 		$260K Buy
3,390
+70
+2% +$5.39K 0.09% 50
2022
Q1 		$259K Sell
3,320
-250
-7% -$19.8K 0.06% 53
2021
Q4 		$289K Sell
3,570
-830
-19% -$67.5K 0.06% 55
2021
Q3 		$361K Buy
4,400
+1,075
+32% +$88.3K 0.08% 52
2021
Q2 		$273K Buy
3,325
+380
+13% +$31.3K 0.06% 59
2021
Q1 		$242K Buy
2,945
+375
+15% +$31K 0.06% 61
2020
Q4 		$213K Buy
+2,570
New +$213K 0.08% 55

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

Cumberland Advisors's BSV Position: Q2 2026 in Review

Cumberland Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 14% in Q2 2026, buying an estimated $138K and bringing the position to 14,780 shares worth $1.15M. The position accounts for 0.41% of the portfolio, ranked #33.

Cumberland Advisors first reported a position in BSV in Q4 2020 and has held it in 23 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Cumberland Advisors held 14,780 shares of Vanguard Short-Term Bond ETF worth $1.15M as of Q2 2026.
  • Cumberland Advisors bought 1,765 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $138K.
  • Vanguard Short-Term Bond ETF made up 0.41% of Cumberland Advisors's portfolio in Q2 2026, its #33 holding.
  • Cumberland Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Cumberland Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.