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 Q2	$544K	Sell	6,979 -71	-1%	-$5.54K	0.02%	562
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 $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

Gladstone Institutional Advisory's BSV Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1% in Q2 2026, selling an estimated $5.54K and leaving 6,979 shares worth $544K. The position accounts for 0.02% of the portfolio, ranked #562.

Gladstone Institutional Advisory first reported a position in BSV in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.22M in Q3 2021. 1,359 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Gladstone Institutional Advisory held 6,979 shares of Vanguard Short-Term Bond ETF worth $544K as of Q2 2026.
Gladstone Institutional Advisory sold 71 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $5.54K.
Vanguard Short-Term Bond ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #562 holding.
Gladstone Institutional Advisory first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 31 quarters since.
Gladstone Institutional Advisory's Vanguard Short-Term Bond ETF position peaked at $2.22M in Q3 2021.
1,359 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.