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

SeaBridge 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 		$314K Sell
4,029
-591
-13% -$46.1K 0.05% 163
2026
Q1 		$362K Sell
4,620
-108
-2% -$8.5K 0.06% 149
2025
Q4 		$373K Buy
4,728
+9
+0.2% +$710 0.06% 152
2025
Q3 		$372K Sell
4,719
-2,000
-30% -$157K 0.06% 160
2025
Q2 		$529K Sell
6,719
-194
-3% -$15.2K 0.1% 137
2025
Q1 		$541K Sell
6,913
-23,360
-77% -$1.81M 0.12% 132
2024
Q4 		$2.34M Buy
30,273
+1,253
+4% +$97.2K 0.49% 62
2024
Q3 		$2.28M Sell
29,020
-2,613
-8% -$204K 0.56% 57
2024
Q2 		$2.43M Buy
31,633
+618
+2% +$47.1K 0.63% 53
2024
Q1 		$2.38M Buy
31,015
+823
+3% +$63.1K 0.63% 59
2023
Q4 		$2.33M Sell
30,192
-3,151
-9% -$239K 0.68% 50
2023
Q3 		$2.51M Sell
33,343
-6,838
-17% -$515K 0.83% 40
2023
Q2 		$3.04M Sell
40,181
-30,432
-43% -$2.32M 1% 31
2023
Q1 		$5.4M Sell
70,613
-11,623
-14% -$881K 1.89% 10
2022
Q4 		$6.19M Sell
82,236
-17,607
-18% -$1.32M 2.21% 7
2022
Q3 		$7.47M Buy
99,843
+62,870
+170% +$4.8M 2.61% 4
2022
Q2 		$2.84M Buy
36,973
+3,026
+9% +$233K 0.91% 30
2022
Q1 		$2.64M Buy
33,947
+690
+2% +$54.8K 0.79% 39
2021
Q4 		$2.69M Buy
33,257
+2,233
+7% +$182K 0.86% 39
2021
Q3 		$2.54M Buy
31,024
+1,159
+4% +$95.2K 0.83% 43
2021
Q2 		$2.45M Sell
29,865
-1,860
-6% -$153K 0.79% 48
2021
Q1 		$2.61M Sell
31,725
-3,162
-9% -$261K 0.86% 42
2020
Q4 		$2.89M Sell
34,887
-690
-2% -$57.2K 1.04% 36
2020
Q3 		$2.96M Sell
35,577
-95
-0.3% -$7.89K 1.1% 33
2020
Q2 		$2.96M Buy
35,672
+180
+0.5% +$14.9K 1.15% 28
2020
Q1 		$2.92M Sell
35,492
-703
-2% -$57.1K 1.34% 24
2019
Q4 		$2.92M Buy
36,195
+145
+0.4% +$11.7K 1.01% 38
2019
Q3 		$2.91M Sell
36,050
-180
-0.5% -$14.5K 0.99% 40
2019
Q2 		$2.92M Buy
36,230
+570
+2% +$45.5K 0.97% 38
2019
Q1 		$2.84M Sell
35,660
-190
-0.5% -$15K 0.95% 44
2018
Q4 		$2.82M Sell
35,850
-3,400
-9% -$265K 1.02% 44
2018
Q3 		$3.06M Sell
39,250
-230
-0.6% -$18K 0.78% 50
2018
Q2 		$3.09M Buy
39,480
+1,100
+3% +$85.9K 0.76% 52
2018
Q1 		$3.01M Buy
38,380
+155
+0.4% +$12.2K 0.68% 57
2017
Q4 		$3.02M Buy
38,225
+425
+1% +$33.8K 0.66% 61
2017
Q3 		$3.02M Buy
37,800
+870
+2% +$69.6K 0.7% 58
2017
Q2 		$2.95M Buy
36,930
+320
+0.9% +$25.6K 0.71% 57
2017
Q1 		$2.92M Sell
36,610
-240
-0.7% -$19.1K 0.7% 56
2016
Q4 		$2.93M Buy
36,850
+16,005
+77% +$1.28M 0.7% 55
2016
Q3 		$1.69M Buy
20,845
+180
+0.9% +$14.6K 0.42% 79
2016
Q2 		$1.68M Buy
20,665
+4,580
+28% +$369K 0.42% 76
2016
Q1 		$1.3M Buy
16,085
+8,770
+120% +$703K 0.32% 95
2015
Q4 		$582K Buy
7,315
+330
+5% +$26.4K 0.13% 119
2015
Q3 		$562K Buy
6,985
+3,880
+125% +$311K 0.13% 116
2015
Q2 		$249K Sell
3,105
-1,780
-36% -$143K 0.05% 134
2015
Q1 		$393K Hold
4,885
– – 0.08% 124
2014
Q4 		$391K Buy
4,885
+2,685
+122% +$215K 0.08% 127
2014
Q3 		$176K Sell
2,200
-100
-4% -$8.02K 0.04% 130
2014
Q2 		$185K Hold
2,300
– – 0.04% 135
2014
Q1 		$184K Hold
2,300
– – 0.04% 129
2013
Q4 		$184K Sell
2,300
-700
-23% -$56.3K 0.04% 136
2013
Q3 		$241K Sell
3,000
-550
-15% -$44.1K 0.06% 132
2013
Q2 		$284K Buy
+3,550
New +$287K 0.08% 125

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

SeaBridge Investment Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 13% in Q2 2026, selling an estimated $46.1K and leaving 4,029 shares worth $314K. The position accounts for 0.05% of the portfolio, ranked #163.

SeaBridge Investment Advisors first reported a position in BSV in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.47M in Q3 2022. 928 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • SeaBridge Investment Advisors held 4,029 shares of Vanguard Short-Term Bond ETF worth $314K as of Q2 2026.
  • SeaBridge Investment Advisors sold 591 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $46.1K.
  • Vanguard Short-Term Bond ETF made up 0.05% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #163 holding.
  • SeaBridge Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • SeaBridge Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $7.47M in Q3 2022.
  • 928 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.