MidAtlantic Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

MidAtlantic 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 Q1	–	Sell	-1,506	Closed	-$119K	–	104
2025 Q4	$119K	Buy	+1,506	New	+$119K	0.08%	110
2025 Q1	–	Sell	-1,506	Closed	-$116K	–	98
2024 Q4	$116K	Hold	1,506	–	–	0.09%	102
2024 Q3	$119K	Hold	1,506	–	–	0.09%	98
2024 Q2	$116K	Hold	1,506	–	–	0.1%	93
2024 Q1	$115K	Hold	1,506	–	–	0.1%	97
2023 Q4	$116K	Buy	+1,506	New	+$114K	0.11%	93

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MidAtlantic Capital Management's BSV Position: Q1 2026 in Review

MidAtlantic Capital Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 1,506 shares — an estimated $119K sold.

MidAtlantic Capital Management first reported a position in BSV in Q4 2023 and held it in 6 quarters. The position peaked at $119K in Q4 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

MidAtlantic Capital Management reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
MidAtlantic Capital Management sold 1,506 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $119K.
MidAtlantic Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and held it in 6 quarters.
MidAtlantic Capital Management's Vanguard Short-Term Bond ETF position peaked at $119K in Q4 2025.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.