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 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

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

McLean Asset Management's BSV Position: Q2 2026 in Review

McLean Asset Management opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 8,750 shares worth $679K. The stake represents 0.09% of the portfolio and ranks #81 among its holdings. This is a return to the name: McLean Asset Management previously reported a position in BSV as recently as Q3 2023.

McLean Asset Management first reported a position in BSV in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.56M in Q2 2021. 1,358 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

McLean Asset Management held 8,750 shares of Vanguard Short-Term Bond ETF worth $679K as of Q2 2026.
Vanguard Short-Term Bond ETF was a new McLean Asset Management position in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.09% of McLean Asset Management's portfolio in Q2 2026, its #81 holding.
McLean Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 13 quarters since.
McLean Asset Management's Vanguard Short-Term Bond ETF position peaked at $1.56M in Q2 2021.
1,358 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.