Mutual Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Mutual 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	$11.9M	Buy	151,470 +11,694	+8%	+$921K	0.25%	67
2025 Q4	$11M	Buy	139,776 +5,079	+4%	+$401K	0.24%	77
2025 Q3	$10.7M	Sell	134,697 -1,763	-1%	-$139K	0.23%	79
2025 Q2	$10.7M	Buy	136,460 +15,376	+13%	+$1.2M	0.27%	61
2025 Q1	$9.5M	Sell	121,084 -1,132	-0.9%	-$87.9K	0.27%	63
2024 Q4	$9.45M	Sell	122,216 -11,431	-9%	-$887K	0.27%	63
2024 Q3	$10.4M	Buy	133,647 +4,105	+3%	+$320K	0.3%	59
2024 Q2	$10M	Buy	129,542 +25,923	+25%	+$1.98M	0.3%	60
2024 Q1	$7.94M	Buy	103,619 +11,628	+13%	+$892K	0.25%	79
2023 Q4	$7.09M	Sell	91,991 -7,127	-7%	-$539K	0.25%	77
2023 Q3	$7.45M	Buy	99,118 +110	+0.1%	+$8.29K	0.29%	66
2023 Q2	$7.48M	Buy	99,008 +1,820	+2%	+$139K	0.28%	68
2023 Q1	$7.43M	Sell	97,188 -6,423	-6%	-$487K	0.31%	67
2022 Q4	$7.8M	Buy	103,611 +12,609	+14%	+$946K	0.35%	56
2022 Q3	$6.81M	Buy	91,002 +54,735	+151%	+$4.18M	0.35%	57
2022 Q2	$2.79M	Sell	36,267 -836	-2%	-$64.4K	0.18%	131
2022 Q1	$2.89M	Sell	37,103 -617	-2%	-$49K	0.16%	148
2021 Q4	$3.05M	Sell	37,720 -8,137	-18%	-$662K	0.16%	148
2021 Q3	$3.76M	Buy	45,857 +5,387	+13%	+$443K	0.22%	108
2021 Q2	$3.33M	Buy	40,470 +4,611	+13%	+$379K	0.2%	129
2021 Q1	$2.95M	Sell	35,859 -6,482	-15%	-$535K	0.2%	124
2020 Q4	$3.51M	Sell	42,341 -3,561	-8%	-$295K	0.26%	82
2020 Q3	$3.81M	Sell	45,902 -337	-0.7%	-$28K	0.33%	66
2020 Q2	$3.84M	Buy	46,239 +17,301	+60%	+$1.43M	0.38%	59
2020 Q1	$2.38M	Buy	28,938 +26,267	+983%	+$2.13M	0.32%	70
2019 Q4	$215K	Sell	2,671 -3,399	-56%	-$274K	0.02%	546
2019 Q3	$490K	Buy	+6,070	New	+$490K	0.06%	312
2019 Q1	–	Sell	-5,809	Closed	-$456K	–	480
2018 Q4	$456K	Buy	+5,809	New	+$453K	0.09%	247
2018 Q3	–	Sell	-2,991	Closed	-$234K	–	475
2018 Q2	$234K	Buy	+2,991	New	+$234K	0.05%	373

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

Mutual Advisors's BSV Position: Q1 2026 in Review

Mutual Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 8.4% in Q1 2026, buying an estimated $921K and bringing the position to 151,470 shares worth $11.9M. The position accounts for 0.25% of the portfolio, ranked #67.

Mutual Advisors first reported a position in BSV in Q2 2018 and has held it in 29 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Mutual Advisors held 151,470 shares of Vanguard Short-Term Bond ETF worth $11.9M as of Q1 2026.
Mutual Advisors bought 11,694 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $921K.
Vanguard Short-Term Bond ETF made up 0.25% of Mutual Advisors's portfolio in Q1 2026, its #67 holding.
Mutual Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2018 and has held it in 29 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.