Maxele Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Maxele 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	$280K	Buy	+3,600	New	+$281K	0.2%	86
2025 Q4	$284K	Hold	3,600	–	–	0.23%	86
2025 Q3	$284K	Hold	3,600	–	–	0.25%	80
2025 Q2	$283K	Hold	3,600	–	–	0.25%	85
2025 Q1	$282K	Hold	3,600	–	–	0.27%	78
2024 Q4	$278K	Buy	+3,600	New	+$279K	0.27%	80
2022 Q3	$273K	Hold	3,650	–	–	0.46%	62
2022 Q2	$280K	Sell	3,650 -250	-6%	-$19.3K	0.44%	63
2022 Q1	$304K	Sell	3,900 -700	-15%	-$55.6K	0.38%	69
2021 Q4	$372K	Buy	+4,600	New	+$374K	0.43%	62

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

Maxele Advisors's BSV Position: Q2 2026 in Review

Maxele Advisors opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 3,600 shares worth $280K. The stake represents 0.2% of the portfolio and ranks #86 among its holdings. This is a return to the name: Maxele Advisors previously reported a position in BSV as recently as Q4 2025.

Maxele Advisors first reported a position in BSV in Q4 2021 and has held it in 10 quarters since. The position peaked at $372K in Q4 2021. 1,353 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Maxele Advisors held 3,600 shares of Vanguard Short-Term Bond ETF worth $280K as of Q2 2026.
Vanguard Short-Term Bond ETF was a new Maxele Advisors position in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.2% of Maxele Advisors's portfolio in Q2 2026, its #86 holding.
Maxele Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 10 quarters since.
Maxele Advisors's Vanguard Short-Term Bond ETF position peaked at $372K in Q4 2021.
1,353 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Maxele Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.