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 Q2	$3.89M	Sell	49,926 -8,880	-15%	-$693K	0.01%	533
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 $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

MAI Capital Management's BSV Position: Q2 2026 in Review

MAI Capital Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 15% in Q2 2026, selling an estimated $693K and leaving 49,926 shares worth $3.89M. The position accounts for 0.01% of the portfolio, ranked #533.

MAI Capital Management first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.61M in Q1 2026. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

MAI Capital Management held 49,926 shares of Vanguard Short-Term Bond ETF worth $3.89M as of Q2 2026.
MAI Capital Management sold 8,880 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $693K.
Vanguard Short-Term Bond ETF made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #533 holding.
MAI Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
MAI Capital Management's Vanguard Short-Term Bond ETF position peaked at $4.61M in Q1 2026.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.