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

FLC Capital 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	$4.32M	Buy	55,402 +4,678	+9%	+$365K	0.69%	31
2026 Q1	$3.98M	Buy	50,724 +1,458	+3%	+$115K	0.71%	34
2025 Q4	$3.88M	Buy	49,266 +1,814	+4%	+$143K	0.72%	32
2025 Q3	$3.74M	Buy	47,452 +1,699	+4%	+$134K	0.73%	32
2025 Q2	$3.6M	Buy	45,753 +42,566	+1,336%	+$3.33M	0.74%	32
2025 Q1	$249K	Hold	3,187	–	–	0.06%	160
2024 Q4	$246K	Sell	3,187 -64	-2%	-$4.97K	0.06%	154
2024 Q3	$256K	Sell	3,251 -515	-14%	-$40.1K	0.06%	146
2024 Q2	$289K	Sell	3,766 -215	-5%	-$16.4K	0.07%	127
2024 Q1	$305K	Sell	3,981 -135	-3%	-$10.4K	0.08%	123
2023 Q4	$317K	Sell	4,116 -240,542	-98%	-$18.2M	0.09%	120
2023 Q3	$18.4M	Sell	244,658 -8,414	-3%	-$634K	5.57%	4
2023 Q2	$19.1M	Buy	253,072 +16,496	+7%	+$1.26M	5.59%	4
2023 Q1	$18.1M	Buy	236,576 +4,034	+2%	+$306K	5.53%	5
2022 Q4	$17.5M	Buy	232,542 +148,789	+178%	+$11.2M	5.45%	4
2022 Q3	$6.27M	Buy	83,753 +80,753	+2,692%	+$6.17M	2.18%	13
2022 Q2	$230K	Hold	3,000	–	–	0.08%	136
2022 Q1	$234K	Sell	3,000 -4,810	-62%	-$382K	0.07%	147
2021 Q4	$631K	Hold	7,810	–	–	0.18%	100
2021 Q3	$640K	Hold	7,810	–	–	0.19%	100
2021 Q2	$642K	Hold	7,810	–	–	0.19%	100
2021 Q1	$642K	Sell	7,810 -528	-6%	-$43.6K	0.2%	95
2020 Q4	$691K	Hold	8,338	–	–	0.23%	81
2020 Q3	$691K	Buy	+8,338	New	+$693K	0.25%	73

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FLC Capital Advisors's BSV Position: Q2 2026 in Review

FLC Capital Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 9.2% in Q2 2026, buying an estimated $365K and bringing the position to 55,402 shares worth $4.32M. The position accounts for 0.69% of the portfolio, ranked #31.

FLC Capital Advisors first reported a position in BSV in Q3 2020 and has held it in 24 quarters since. The position peaked at $19.1M in Q2 2023. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

FLC Capital Advisors held 55,402 shares of Vanguard Short-Term Bond ETF worth $4.32M as of Q2 2026.
FLC Capital Advisors bought 4,678 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $365K.
Vanguard Short-Term Bond ETF made up 0.69% of FLC Capital Advisors's portfolio in Q2 2026, its #31 holding.
FLC Capital Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2020 and has held it in 24 quarters since.
FLC Capital Advisors's Vanguard Short-Term Bond ETF position peaked at $19.1M in Q2 2023.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.