McLean Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

McLean Asset 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 Q3	$954K	Buy	12,373 +3,623	+41%	+$280K	0.13%	64
2026 Q2	$679K	Buy	+8,750	New	+$683K	0.09%	81
2023 Q4	–	Sell	-10,189	Closed	-$766K	–	142
2023 Q3	$766K	Sell	10,189 -554	-5%	-$41.8K	0.31%	45
2023 Q2	$812K	Sell	10,743 -197	-2%	-$15K	0.32%	41
2023 Q1	$837K	Sell	10,940 -12	-0.1%	-$909	0.34%	38
2022 Q4	$824K	Sell	10,952 -7,371	-40%	-$553K	0.28%	49
2022 Q3	$1.37M	Sell	18,323 -583	-3%	-$44.5K	0.53%	26
2022 Q2	$1.45M	Buy	18,906 +442	+2%	+$34.1K	0.58%	22
2022 Q1	$1.44M	Buy	18,464 +252	+1%	+$20K	1.07%	17
2021 Q4	$1.46M	Buy	18,212 +11	+0.1%	+$895	0.57%	22
2021 Q3	$1.48M	Sell	18,201 -745	-4%	-$61.2K	0.57%	22
2021 Q2	$1.56M	Buy	18,946 +310	+2%	+$25.5K	0.69%	19
2021 Q1	$1.53M	Buy	18,636 +7,745	+71%	+$639K	1.21%	15
2020 Q4	$903K	Buy	+10,891	New	+$902K	0.79%	20

Other funds holding BSV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

McLean Asset Management's BSV Position: Q3 2026 in Review

McLean Asset Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 41% in Q3 2026, buying an estimated $280K and bringing the position to 12,373 shares worth $954K. The position accounts for 0.13% of the portfolio, ranked #64.

McLean Asset Management first reported a position in BSV in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.56M in Q2 2021. 1,203 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

McLean Asset Management held 12,373 shares of Vanguard Short-Term Bond ETF worth $954K as of Q3 2026.
McLean Asset Management bought 3,623 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $280K.
Vanguard Short-Term Bond ETF made up 0.13% of McLean Asset Management's portfolio in Q3 2026, its #64 holding.
McLean Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 14 quarters since.
McLean Asset Management's Vanguard Short-Term Bond ETF position peaked at $1.56M in Q2 2021.
1,203 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on McLean Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.