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

OneDigital 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 		$16.1M Sell
206,533
-3,471
-2% -$271K 0.14% 140
2026
Q1 		$16.5M Sell
210,004
-8,314
-4% -$655K 0.16% 125
2025
Q4 		$17.2M Sell
218,318
-12,834
-6% -$1.01M 0.17% 122
2025
Q3 		$18.2M Sell
231,152
-2,231
-1% -$175K 0.19% 111
2025
Q2 		$18.4M Buy
233,383
+450
+0.2% +$35.2K 0.2% 102
2025
Q1 		$18.2M Buy
232,933
+9,512
+4% +$738K 0.22% 96
2024
Q4 		$17.3M Sell
223,421
-491
-0.2% -$38.1K 0.2% 95
2024
Q3 		$17.6M Sell
223,912
-21,767
-9% -$1.7M 0.2% 98
2024
Q2 		$18.8M Buy
245,679
+11,927
+5% +$910K 0.24% 83
2024
Q1 		$17.9M Buy
233,752
+24,130
+12% +$1.85M 0.28% 76
2023
Q4 		$16.1M Buy
209,622
+169,469
+422% +$12.8M 0.28% 77
2023
Q3 		$3.02M Buy
40,153
+5,949
+17% +$448K 0.07% 213
2023
Q2 		$2.58M Buy
34,204
+82
+0.2% +$6.25K 0.06% 230
2023
Q1 		$2.61M Buy
34,122
+19,297
+130% +$1.46M 0.06% 234
2022
Q4 		$1.12M Buy
14,825
+9
+0.1% +$675 0.03% 332
2022
Q3 		$1.11M Sell
14,816
-8,826
-37% -$674K 0.04% 267
2022
Q2 		$1.81M Buy
23,642
+15,926
+206% +$1.23M 0.08% 166
2022
Q1 		$601K Buy
7,716
+294
+4% +$23.3K 0.02% 390
2021
Q4 		$600K Sell
7,422
-2,598
-26% -$211K 0.02% 392
2021
Q3 		$821K Buy
10,020
+670
+7% +$55.1K 0.03% 307
2021
Q2 		$768K Buy
9,350
+2,023
+28% +$166K 0.03% 304
2021
Q1 		$602K Sell
7,327
-387
-5% -$31.9K 0.03% 341
2020
Q4 		$640K Sell
7,714
-220
-3% -$18.2K 0.03% 302
2020
Q3 		$659K Sell
7,934
-47,645
-86% -$3.96M 0.05% 254
2020
Q2 		$4.62M Hold
55,579
– – 0.33% 66
2020
Q1 		$4.57M Sell
55,579
-461
-0.8% -$37.4K 0.4% 55
2019
Q4 		$4.52M Hold
56,040
– – 0.36% 63
2019
Q3 		$4.53M Buy
56,040
+50,238
+866% +$4.05M 0.41% 55
2019
Q2 		$467K Buy
+5,802
New +$463K 0.04% 268
2018
Q4 		– Sell
-990
Closed -$77K – 1124
2018
Q3 		$77K Sell
990
-200
-17% -$15.6K 0.02% 316
2018
Q2 		$93K Sell
1,190
-255
-18% -$19.9K 0.02% 353
2018
Q1 		$113K Sell
1,445
-558
-28% -$43.8K 0.02% 316
2017
Q4 		$158K Sell
2,003
-4,822
-71% -$383K 0.02% 256
2017
Q3 		$545K Sell
6,825
-2,185
-24% -$175K 0.2% 74
2017
Q2 		$720K Buy
+9,010
New +$720K 0.21% 80

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

OneDigital Investment Advisors's BSV Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.7% in Q2 2026, selling an estimated $271K and leaving 206,533 shares worth $16.1M. The position accounts for 0.14% of the portfolio, ranked #140.

OneDigital Investment Advisors first reported a position in BSV in Q2 2017 and has held it in 35 quarters since. The position peaked at $18.8M in Q2 2024. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • OneDigital Investment Advisors held 206,533 shares of Vanguard Short-Term Bond ETF worth $16.1M as of Q2 2026.
  • OneDigital Investment Advisors sold 3,471 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $271K.
  • Vanguard Short-Term Bond ETF made up 0.14% of OneDigital Investment Advisors's portfolio in Q2 2026, its #140 holding.
  • OneDigital Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2017 and has held it in 35 quarters since.
  • OneDigital Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $18.8M in Q2 2024.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.