GVAG
BSV icon

Great Valley Advisor Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Great Valley Advisor Group’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 		$10.7M Sell
137,193
-39,413
-22% -$3.08M 0.17% 129
2026
Q1 		$13.8M Buy
176,606
+49,099
+39% +$3.87M 0.25% 95
2025
Q4 		$10M Buy
127,507
+42,981
+51% +$3.39M 0.19% 111
2025
Q3 		$6.67M Sell
84,526
-3,141
-4% -$247K 0.13% 150
2025
Q2 		$6.9M Buy
87,667
+54,504
+164% +$4.26M 0.15% 140
2025
Q1 		$2.6M Buy
33,163
+1,647
+5% +$128K 0.06% 266
2024
Q4 		$2.44M Buy
31,516
+4,384
+16% +$340K 0.05% 286
2024
Q3 		$2.13M Buy
27,132
+377
+1% +$29.4K 0.05% 298
2024
Q2 		$2.05M Sell
26,755
-2,142
-7% -$163K 0.06% 280
2024
Q1 		$2.22M Sell
28,897
-3,625
-11% -$278K 0.07% 255
2023
Q4 		$2.5M Sell
32,522
-2,696
-8% -$204K 0.09% 210
2023
Q3 		$2.65M Sell
35,218
-3,898
-10% -$294K 0.11% 189
2023
Q2 		$2.96M Sell
39,116
-5,999
-13% -$457K 0.12% 176
2023
Q1 		$3.45M Sell
45,115
-8,429
-16% -$639K 0.16% 158
2022
Q4 		$4.03M Sell
53,544
-1,084
-2% -$81.3K 0.21% 118
2022
Q3 		$4.09M Sell
54,628
-8,836
-14% -$675K 0.23% 109
2022
Q2 		$4.87M Buy
63,464
+2,906
+5% +$224K 0.27% 93
2022
Q1 		$4.73M Sell
60,558
-682
-1% -$54.1K 0.28% 92
2021
Q4 		$4.95M Buy
61,240
+3,715
+6% +$302K 0.31% 85
2021
Q3 		$4.71M Buy
57,525
+4,376
+8% +$360K 0.32% 78
2021
Q2 		$4.37M Buy
53,149
+41,785
+368% +$3.44M 0.32% 79
2021
Q1 		$934K Buy
11,364
+15
+0.1% +$1.24K 0.09% 205
2020
Q4 		$941K Buy
11,349
+1,853
+20% +$154K 0.1% 189
2020
Q3 		$787K Buy
9,496
+63
+0.7% +$5.24K 0.1% 188
2020
Q2 		$784K Sell
9,433
-47
-0.5% -$3.89K 0.13% 176
2020
Q1 		$780K Sell
9,480
-407
-4% -$33K 0.21% 133
2019
Q4 		$797K Sell
9,887
-11
-0.1% -$888 0.18% 158
2019
Q3 		$800K Buy
9,898
+266
+3% +$21.5K 0.19% 155
2019
Q2 		$776K Sell
9,632
-7,522
-44% -$600K 0.2% 152
2019
Q1 		$1.36M Buy
17,154
+3,569
+26% +$282K 0.43% 65
2018
Q4 		$1.05M Buy
+13,585
New +$1.06M 0.39% 66

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

Great Valley Advisor Group's BSV Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 22% in Q2 2026, selling an estimated $3.08M and leaving 137,193 shares worth $10.7M. The position accounts for 0.17% of the portfolio, ranked #129.

Great Valley Advisor Group first reported a position in BSV in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.8M in Q1 2026. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Great Valley Advisor Group held 137,193 shares of Vanguard Short-Term Bond ETF worth $10.7M as of Q2 2026.
  • Great Valley Advisor Group sold 39,413 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $3.08M.
  • Vanguard Short-Term Bond ETF made up 0.17% of Great Valley Advisor Group's portfolio in Q2 2026, its #129 holding.
  • Great Valley Advisor Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Great Valley Advisor Group's Vanguard Short-Term Bond ETF position peaked at $13.8M in Q1 2026.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.