Mount Yale Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Mount Yale Investment 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	$31.4M	Buy	402,698 +59,163	+17%	+$4.62M	0.58%	35
2026 Q1	$26.9M	Buy	343,535 +88,849	+35%	+$7M	0.62%	31
2025 Q4	$20.1M	Buy	254,686 +247,150	+3,280%	+$19.5M	0.97%	23
2025 Q3	$595K	Buy	7,536 +7,375	+4,581%	+$580K	0.04%	388
2025 Q2	$12.7K	Buy	+161	New	+$12.6K	﹤0.01%	1109

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

Mount Yale Investment Advisors's BSV Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 17% in Q2 2026, buying an estimated $4.62M and bringing the position to 402,698 shares worth $31.4M. The position accounts for 0.58% of the portfolio, ranked #35.

Mount Yale Investment Advisors first reported a position in BSV in Q2 2025 and has held it in 5 quarters since. 1,360 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Mount Yale Investment Advisors held 402,698 shares of Vanguard Short-Term Bond ETF worth $31.4M as of Q2 2026.
Mount Yale Investment Advisors bought 59,163 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $4.62M.
Vanguard Short-Term Bond ETF made up 0.58% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #35 holding.
Mount Yale Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
1,360 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.