Highland Investment Advisors LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Highland Investment Advisors LLC’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	$1.35M	Buy	+17,309	New	+$1.35M	0.59%	24

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

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

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Highland Investment Advisors LLC's BSV Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 17,309 shares worth $1.35M. The stake represents 0.59% of the portfolio and ranks #24 among its holdings.

1,184 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Highland Investment Advisors LLC held 17,309 shares of Vanguard Short-Term Bond ETF worth $1.35M as of Q2 2026.
Vanguard Short-Term Bond ETF was a new Highland Investment Advisors LLC position in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.59% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #24 holding.
1,184 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.