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

Naples Global 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 		$2.65M Buy
33,762
+4,625
+16% +$364K 0.19% 130
2025
Q4 		$2.3M Sell
29,137
-19,921
-41% -$1.57M 0.17% 141
2025
Q3 		$3.87M Buy
49,058
+1,304
+3% +$103K 0.3% 92
2025
Q2 		$3.76M Buy
47,754
+1,719
+4% +$134K 0.32% 88
2025
Q1 		$3.6M Sell
46,035
-2,324
-5% -$180K 0.34% 85
2024
Q4 		$3.74M Sell
48,359
-1,137
-2% -$88.2K 0.35% 83
2024
Q3 		$3.89M Sell
49,496
-577
-1% -$44.9K 0.36% 80
2024
Q2 		$3.84M Sell
50,073
-1,090
-2% -$83.2K 0.39% 79
2024
Q1 		$3.92M Sell
51,163
-2,135
-4% -$164K 0.4% 74
2023
Q4 		$4.11M Sell
53,298
-5,793
-10% -$439K 0.45% 66
2023
Q3 		$4.44M Sell
59,091
-15,984
-21% -$1.2M 0.54% 53
2023
Q2 		$5.67M Buy
75,075
+59,551
+384% +$4.54M 0.67% 37
2023
Q1 		$1.19M Sell
15,524
-1,184
-7% -$89.7K 0.15% 187
2022
Q4 		$1.26M Sell
16,708
-6,525
-28% -$490K 0.16% 184
2022
Q3 		$1.74M Sell
23,233
-3,482
-13% -$266K 0.24% 129
2022
Q2 		$2.05M Buy
26,715
+107
+0.4% +$8.24K 0.27% 120
2022
Q1 		$2.07M Buy
26,608
+667
+3% +$52.9K 0.24% 133
2021
Q4 		$2.1M Buy
25,941
+4,635
+22% +$377K 0.24% 126
2021
Q3 		$1.75M Buy
21,306
+4,751
+29% +$390K 0.23% 132
2021
Q2 		$1.36M Buy
16,555
+3,884
+31% +$320K 0.19% 157
2021
Q1 		$1.04M Buy
12,671
+1,661
+15% +$137K 0.16% 172
2020
Q4 		$913K Buy
11,010
+310
+3% +$25.7K 0.15% 173
2020
Q3 		$889K Buy
10,700
+1,520
+17% +$126K 0.17% 157
2020
Q2 		$763K Buy
9,180
+400
+5% +$33.1K 0.16% 162
2020
Q1 		$722K Buy
8,780
+445
+5% +$36.1K 0.19% 159
2019
Q4 		$672K Sell
8,335
-1,546
-16% -$125K 0.14% 191
2019
Q3 		$798K Buy
9,881
+1,421
+17% +$115K 0.19% 162
2019
Q2 		$681K Sell
8,460
-385
-4% -$30.7K 0.17% 177
2019
Q1 		$704K Sell
8,845
-774
-8% -$61.1K 0.18% 167
2018
Q4 		$756K Sell
9,619
-766
-7% -$59.7K 0.22% 152
2018
Q3 		$810K Sell
10,385
-90
-0.9% -$7.03K 0.21% 150
2018
Q2 		$819K Hold
10,475
– – 0.23% 144
2018
Q1 		$822K Sell
10,475
-20
-0.2% -$1.57K 0.24% 143
2017
Q4 		$830K Sell
10,495
-1,175
-10% -$93.4K 0.25% 139
2017
Q3 		$931K Sell
11,670
-312
-3% -$24.9K 0.31% 118
2017
Q2 		$957K Hold
11,982
– – 0.34% 105
2017
Q1 		$955K Sell
11,982
-400
-3% -$31.8K 0.34% 110
2016
Q4 		$984K Sell
12,382
-500
-4% -$40K 0.38% 104
2016
Q3 		$1.04M Buy
12,882
+775
+6% +$62.7K 0.41% 88
2016
Q2 		$981K Buy
12,107
+340
+3% +$27.4K 0.4% 93
2016
Q1 		$949K Buy
11,767
+400
+4% +$32.1K 0.4% 98
2015
Q4 		$904K Buy
11,367
+650
+6% +$52K 0.44% 94
2015
Q3 		$862K Sell
10,717
-325
-3% -$26K 0.44% 90
2015
Q2 		$885K Buy
11,042
+320
+3% +$25.7K 0.42% 94
2015
Q1 		$863K Buy
10,722
+100
+0.9% +$8.03K 0.41% 105
2014
Q4 		$849K Sell
10,622
-135
-1% -$10.8K 0.45% 96
2014
Q3 		$861K Sell
10,757
-140
-1% -$11.2K 0.51% 80
2014
Q2 		$875K Sell
10,897
-165
-1% -$13.2K 0.52% 73
2014
Q1 		$886K Sell
11,062
-10
-0.1% -$802 0.54% 57
2013
Q4 		$885K Buy
+11,072
New +$890K 0.59% 50

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 $374B AUM 17.66% 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

Naples Global Advisors's BSV Position: Q1 2026 in Review

Naples Global Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 16% in Q1 2026, buying an estimated $364K and bringing the position to 33,762 shares worth $2.65M. The position accounts for 0.19% of the portfolio, ranked #130.

Naples Global Advisors first reported a position in BSV in Q4 2013 and has held it in 50 quarters since. The position peaked at $5.67M in Q2 2023. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Naples Global Advisors held 33,762 shares of Vanguard Short-Term Bond ETF worth $2.65M as of Q1 2026.
  • Naples Global Advisors bought 4,625 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $364K.
  • Vanguard Short-Term Bond ETF made up 0.19% of Naples Global Advisors's portfolio in Q1 2026, its #130 holding.
  • Naples Global Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2013 and has held it in 50 quarters since.
  • Naples Global Advisors's Vanguard Short-Term Bond ETF position peaked at $5.67M in Q2 2023.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.