JWCA
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J.W. Cole Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

J.W. Cole 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 		$12M Buy
+154,496
New +$12.1M 0.21% 104
2026
Q1 		– Sell
-138,648
Closed -$6.67M – 842
2025
Q4 		$6.67M Buy
138,648
+8,416
+6% +$664K 0.16% 126
2025
Q3 		$10.3M Buy
130,232
+3,487
+3% +$274K 0.2% 100
2025
Q2 		$9.97M Buy
126,745
+50,713
+67% +$3.97M 0.21% 99
2025
Q1 		$5.95M Buy
76,032
+19,767
+35% +$1.53M 0.18% 124
2024
Q4 		$4.35M Buy
56,265
+1,686
+3% +$131K 0.18% 122
2024
Q3 		$4.29M Buy
54,579
+5,055
+10% +$394K 0.18% 126
2024
Q2 		$3.8M Buy
49,524
+6,533
+15% +$498K 0.18% 121
2024
Q1 		$3.3M Buy
42,991
+2,398
+6% +$184K 0.17% 135
2023
Q4 		$3.13M Sell
40,593
-3,405
-8% -$258K 0.18% 129
2023
Q3 		$3.31M Sell
43,998
-36,444
-45% -$2.75M 0.24% 99
2023
Q2 		$6.08M Buy
80,442
+6,391
+9% +$487K 0.43% 44
2023
Q1 		$5.66M Sell
74,051
-15,413
-17% -$1.17M 0.4% 51
2022
Q4 		$6.73M Sell
89,464
-6,206
-6% -$466K 0.52% 37
2022
Q3 		$7.16M Buy
95,670
+24,387
+34% +$1.86M 0.6% 31
2022
Q2 		$5.47M Sell
71,283
-14,907
-17% -$1.15M 0.44% 43
2022
Q1 		$6.71M Buy
86,190
+22,647
+36% +$1.8M 0.45% 38
2021
Q4 		$5.14M Buy
+63,543
New +$5.17M 0.33% 63
2021
Q3 		– Sell
-51,298
Closed -$4.21M – 499
2021
Q2 		$4.21M Buy
51,298
+10,724
+26% +$882K 0.33% 69
2021
Q1 		$3.33M Buy
40,574
+2,938
+8% +$243K 0.32% 74
2020
Q4 		$3.12M Sell
37,636
-29,484
-44% -$2.44M 0.32% 69
2020
Q3 		$5.57M Sell
67,120
-2,483
-4% -$206K 0.43% 45
2020
Q2 		$5.79M Buy
+69,603
New +$5.76M 0.87% 25
2020
Q1 		– Sell
-49,718
Closed -$4.01M – 155
2019
Q4 		$4.01M Buy
+49,718
New +$4.01M 0.51% 42

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

J.W. Cole Advisors's BSV Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 154,496 shares worth $12M. The stake represents 0.21% of the portfolio and ranks #104 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in BSV as recently as Q4 2025.

J.W. Cole Advisors first reported a position in BSV in Q4 2019 and has held it in 24 quarters since. 466 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • J.W. Cole Advisors held 154,496 shares of Vanguard Short-Term Bond ETF worth $12M as of Q2 2026.
  • Vanguard Short-Term Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Vanguard Short-Term Bond ETF made up 0.21% of J.W. Cole Advisors's portfolio in Q2 2026, its #104 holding.
  • J.W. Cole Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 24 quarters since.
  • 466 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.