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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
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mount Yale Investment Advisors's BSV Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 35% in Q1 2026, buying an estimated $7M and bringing the position to 343,535 shares worth $26.9M. The position accounts for 0.62% of the portfolio, ranked #31.

Mount Yale Investment Advisors first reported a position in BSV in Q2 2025 and has held it in 4 quarters since. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Mount Yale Investment Advisors held 343,535 shares of Vanguard Short-Term Bond ETF worth $26.9M as of Q1 2026.
  • Mount Yale Investment Advisors bought 88,849 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $7M.
  • Vanguard Short-Term Bond ETF made up 0.62% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #31 holding.
  • Mount Yale Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.