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

Sandy Cove 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	$561K	Sell	7,199 -752	-9%	-$58.7K	0.14%	84
2026 Q1	$623K	Sell	7,951 -300	-4%	-$23.6K	0.19%	73
2025 Q4	$650K	Sell	8,251 -2,476	-23%	-$195K	0.19%	71
2025 Q3	$846K	Sell	10,727 -69,909	-87%	-$5.5M	0.27%	56
2025 Q2	$6.35M	Buy	80,636 +10,660	+15%	+$833K	2.29%	13
2025 Q1	$5.48M	Sell	69,976 -5,005	-7%	-$389K	2.2%	12
2024 Q4	$5.79M	Sell	74,981 -5,171	-6%	-$401K	2.28%	12
2024 Q3	$6.31M	Sell	80,152 -12,655	-14%	-$986K	2.57%	12
2024 Q2	$7.12M	Sell	92,807 -1,793	-2%	-$137K	3.17%	10
2024 Q1	$7.25M	Buy	94,600 +229	+0.2%	+$17.6K	3.34%	10
2023 Q4	$7.27M	Buy	94,371 +8,939	+10%	+$677K	3.72%	8
2023 Q3	$6.42M	Sell	85,432 -724	-0.8%	-$54.6K	3.72%	9
2023 Q2	$6.51M	Sell	86,156 -25,107	-23%	-$1.91M	3.71%	9
2023 Q1	$8.51M	Sell	111,263 -2,787	-2%	-$211K	6.16%	3
2022 Q4	$8.59M	Sell	114,050 -46,277	-29%	-$3.47M	6.92%	4
2022 Q3	$12M	Buy	160,327 +11,796	+8%	+$901K	10.79%	2
2022 Q2	$11.4M	Buy	148,531 +30,011	+25%	+$2.31M	10.36%	2
2022 Q1	$9.23M	Buy	118,520 +6,369	+6%	+$506K	7.67%	3
2021 Q4	$9.06M	Buy	+112,151	New	+$9.12M	7.63%	2

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sandy Cove Advisors's BSV Position: Q2 2026 in Review

Sandy Cove Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 9.5% in Q2 2026, selling an estimated $58.7K and leaving 7,199 shares worth $561K. The position accounts for 0.14% of the portfolio, ranked #84.

Sandy Cove Advisors first reported a position in BSV in Q4 2021 and has held it in 19 quarters since. The position peaked at $12M in Q3 2022. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Sandy Cove Advisors held 7,199 shares of Vanguard Short-Term Bond ETF worth $561K as of Q2 2026.
Sandy Cove Advisors sold 752 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $58.7K.
Vanguard Short-Term Bond ETF made up 0.14% of Sandy Cove Advisors's portfolio in Q2 2026, its #84 holding.
Sandy Cove Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
Sandy Cove Advisors's Vanguard Short-Term Bond ETF position peaked at $12M in Q3 2022.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.