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

SAM 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 		$833K Buy
10,622
+849
+9% +$66.8K 0.26% 31
2025
Q4 		$770K Buy
9,773
+47
+0.5% +$3.71K 0.24% 30
2025
Q3 		$767K Buy
9,726
+812
+9% +$63.9K 0.25% 28
2025
Q2 		$702K Buy
8,914
+285
+3% +$22.3K 0.24% 28
2025
Q1 		$675K Buy
8,629
+165
+2% +$12.8K 0.25% 29
2024
Q4 		$654K Buy
8,464
+2,104
+33% +$163K 0.24% 28
2024
Q3 		$500K Buy
6,360
+189
+3% +$14.7K 0.18% 33
2024
Q2 		$473K Buy
6,171
+715
+13% +$54.6K 0.17% 32
2024
Q1 		$418K Sell
5,456
-122
-2% -$9.36K 0.15% 33
2023
Q4 		$430K Buy
5,578
+1,820
+48% +$138K 0.17% 31
2023
Q3 		$282K Sell
3,758
-383
-9% -$28.9K 0.12% 35
2023
Q2 		$313K Buy
4,141
+250
+6% +$19.1K 0.13% 32
2023
Q1 		$298K Sell
3,891
-1,469
-27% -$111K 0.13% 31
2022
Q4 		$403K Sell
5,360
-101,525
-95% -$7.62M 0.18% 27
2022
Q3 		$8M Buy
+106,885
New +$8.17M 3.89% 7

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

SAM Advisors's BSV Position: Q1 2026 in Review

SAM Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 8.7% in Q1 2026, buying an estimated $66.8K and bringing the position to 10,622 shares worth $833K. The position accounts for 0.26% of the portfolio, ranked #31.

SAM Advisors first reported a position in BSV in Q3 2022 and has held it in 15 quarters since. The position peaked at $8M in Q3 2022. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • SAM Advisors held 10,622 shares of Vanguard Short-Term Bond ETF worth $833K as of Q1 2026.
  • SAM Advisors bought 849 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $66.8K.
  • Vanguard Short-Term Bond ETF made up 0.26% of SAM Advisors's portfolio in Q1 2026, its #31 holding.
  • SAM Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • SAM Advisors's Vanguard Short-Term Bond ETF position peaked at $8M in Q3 2022.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on SAM Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.