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McAdam LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

McAdam 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 		$11.2M Sell
143,484
-110,522
-44% -$8.63M 0.43% 25
2026
Q1 		$19.9M Buy
254,006
+14,324
+6% +$1.13M 0.9% 19
2025
Q4 		$18.9M Buy
239,682
+27,018
+13% +$2.13M 0.86% 20
2025
Q3 		$16.8M Buy
212,664
+24,525
+13% +$1.93M 0.83% 21
2025
Q2 		$14.8M Buy
188,139
+8,523
+5% +$666K 0.81% 20
2025
Q1 		$14.1M Sell
179,616
-15,379
-8% -$1.19M 0.87% 18
2024
Q4 		$15.1M Sell
194,995
-19,722
-9% -$1.53M 0.82% 18
2024
Q3 		$16.9M Sell
214,717
-42,038
-16% -$3.27M 0.95% 17
2024
Q2 		$19.7M Buy
256,755
+19,907
+8% +$1.52M 1.18% 15
2024
Q1 		$18.2M Buy
236,848
+22,481
+10% +$1.72M 1.16% 17
2023
Q4 		$16.5M Buy
214,367
+5,767
+3% +$437K 1.19% 16
2023
Q3 		$15.7M Buy
208,600
+14,321
+7% +$1.08M 1.29% 14
2023
Q2 		$14.7M Buy
194,279
+70,245
+57% +$5.35M 1.21% 15
2023
Q1 		$9.49M Buy
124,034
+118,450
+2,121% +$8.98M 0.85% 22
2022
Q4 		$451K Sell
5,584
-112,523
-95% -$8.44M 0.04% 110
2022
Q3 		$8.84M Buy
118,107
+2,208
+2% +$169K 0.96% 18
2022
Q2 		$8.9M Buy
115,899
+110,358
+1,992% +$8.5M 0.94% 20
2022
Q1 		$432K Sell
5,541
-43
-0.8% -$3.41K 0.04% 120
2021
Q4 		$451K Sell
5,584
-1,253
-18% -$102K 0.04% 110
2021
Q3 		$560K Sell
6,837
-567
-8% -$46.6K 0.06% 94
2021
Q2 		$610K Buy
7,404
+568
+8% +$46.7K 0.07% 89
2021
Q1 		$562K Buy
6,836
+475
+7% +$39.2K 0.08% 85
2020
Q4 		$526K Buy
+6,361
New +$527K 0.08% 83
2018
Q4 		– Sell
-210
Closed -$16K – 129
2018
Q3 		$16K Hold
210
– – 0.01% 281
2018
Q2 		$16K Sell
210
-233
-53% -$18.2K 0.01% 271
2018
Q1 		$35K Buy
+443
New +$34.8K 0.02% 186

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

McAdam LLC's BSV Position: Q2 2026 in Review

McAdam LLC reduced its Vanguard Short-Term Bond ETF (BSV) stake by 44% in Q2 2026, selling an estimated $8.63M and leaving 143,484 shares worth $11.2M. The position accounts for 0.43% of the portfolio, ranked #25.

McAdam LLC first reported a position in BSV in Q1 2018 and has held it in 26 quarters since. The position peaked at $19.9M in Q1 2026. 1,353 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • McAdam LLC held 143,484 shares of Vanguard Short-Term Bond ETF worth $11.2M as of Q2 2026.
  • McAdam LLC sold 110,522 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $8.63M.
  • Vanguard Short-Term Bond ETF made up 0.43% of McAdam LLC's portfolio in Q2 2026, its #25 holding.
  • McAdam LLC first reported a position in Vanguard Short-Term Bond ETF in Q1 2018 and has held it in 26 quarters since.
  • McAdam LLC's Vanguard Short-Term Bond ETF position peaked at $19.9M in Q1 2026.
  • 1,353 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.