Gladstone Institutional Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Gladstone Institutional Advisory’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 Q1	$553K	Buy	7,050 +535	+8%	+$42.1K	0.02%	518
2025 Q4	$513K	Sell	6,515 -510	-7%	-$40.2K	0.02%	495
2025 Q3	$554K	Sell	7,025 -1,092	-13%	-$85.9K	0.02%	489
2025 Q2	$639K	Sell	8,117 -27	-0.3%	-$2.11K	0.03%	435
2025 Q1	$637K	Buy	8,144 +26	+0.3%	+$2.02K	0.03%	413
2024 Q4	$627K	Sell	8,118 -495	-6%	-$38.4K	0.03%	409
2024 Q3	$678K	Sell	8,613 -2,979	-26%	-$232K	0.03%	381
2024 Q2	$889K	Buy	11,592 +391	+3%	+$29.8K	0.05%	315
2024 Q1	$859K	Sell	11,201 -256	-2%	-$19.6K	0.05%	309
2023 Q4	$882K	Sell	11,457 -807	-7%	-$61.1K	0.05%	308
2023 Q3	$922K	Sell	12,264 -3,339	-21%	-$252K	0.06%	277
2023 Q2	$1.18M	Sell	15,603 -5,243	-25%	-$400K	0.07%	249
2023 Q1	$1.59M	Buy	20,846 +3,702	+22%	+$281K	0.1%	220
2022 Q4	$1.29M	Sell	17,144 -697	-4%	-$52.3K	0.09%	250
2022 Q3	$1.33M	Sell	17,841 -6,410	-26%	-$490K	0.1%	229
2022 Q2	$1.86M	Sell	24,251 -1,004	-4%	-$77.3K	0.15%	168
2022 Q1	$1.97M	Sell	25,255 -2,209	-8%	-$175K	0.13%	191
2021 Q4	$2.22M	Buy	27,464 +327	+1%	+$26.6K	0.17%	158
2021 Q3	$2.22M	Buy	27,137 +11,234	+71%	+$923K	0.22%	132
2021 Q2	$1.31M	Buy	15,903 +1,353	+9%	+$111K	0.16%	153
2021 Q1	$1.2M	Buy	14,550 +7,686	+112%	+$634K	0.19%	122
2020 Q4	$569K	Sell	6,864 -311	-4%	-$25.8K	0.11%	148
2020 Q3	$596K	Buy	7,175 +1,071	+18%	+$89K	0.14%	129
2020 Q2	$507K	Sell	6,104 -6,944	-53%	-$574K	0.13%	129
2020 Q1	$1.07M	Buy	13,048 +3,327	+34%	+$270K	0.28%	83
2019 Q4	$784K	Buy	9,721 +107	+1%	+$8.64K	0.19%	102
2019 Q3	$776K	Sell	9,614 -296	-3%	-$23.9K	0.2%	101
2019 Q2	$798K	Sell	9,910 -8,213	-45%	-$655K	0.24%	93
2019 Q1	$1.44M	Buy	18,123 +1,430	+9%	+$113K	0.53%	46
2018 Q4	$1.31M	Buy	+16,693	New	+$1.3M	0.76%	28

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gladstone Institutional Advisory's BSV Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Vanguard Short-Term Bond ETF (BSV) stake by 8.2% in Q1 2026, buying an estimated $42.1K and bringing the position to 7,050 shares worth $553K. The position accounts for 0.02% of the portfolio, ranked #518.

Gladstone Institutional Advisory first reported a position in BSV in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.22M in Q3 2021. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Gladstone Institutional Advisory held 7,050 shares of Vanguard Short-Term Bond ETF worth $553K as of Q1 2026.
Gladstone Institutional Advisory bought 535 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $42.1K.
Vanguard Short-Term Bond ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #518 holding.
Gladstone Institutional Advisory first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 30 quarters since.
Gladstone Institutional Advisory's Vanguard Short-Term Bond ETF position peaked at $2.22M in Q3 2021.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.