MAI Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

MAI Capital Management’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	$4.61M	Buy	58,806 +22,722	+63%	+$1.79M	0.03%	427
2025 Q4	$2.84M	Sell	36,084 -2,088	-5%	-$165K	0.02%	507
2025 Q3	$3.01M	Buy	38,172 +4,285	+13%	+$337K	0.02%	459
2025 Q2	$2.67M	Sell	33,887 -4,233	-11%	-$331K	0.02%	437
2025 Q1	$2.98M	Buy	38,120 +2,035	+6%	+$158K	0.02%	410
2024 Q4	$2.79M	Buy	+36,085	New	+$2.8M	0.02%	420

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

MAI Capital Management's BSV Position: Q1 2026 in Review

MAI Capital Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 63% in Q1 2026, buying an estimated $1.79M and bringing the position to 58,806 shares worth $4.61M. The position accounts for 0.03% of the portfolio, ranked #427.

MAI Capital Management first reported a position in BSV in Q4 2024 and has held it in 6 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

MAI Capital Management held 58,806 shares of Vanguard Short-Term Bond ETF worth $4.61M as of Q1 2026.
MAI Capital Management bought 22,722 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $1.79M.
Vanguard Short-Term Bond ETF made up 0.03% of MAI Capital Management's portfolio in Q1 2026, its #427 holding.
MAI Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.