Seven Mile Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Seven Mile Advisory’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	–	Sell	-7,294	Closed	-$572K	–	168
2026 Q1	$572K	Sell	7,294 -10,714	-59%	-$844K	0.41%	44
2025 Q4	$1.42M	Sell	18,008 -29	-0.2%	-$2.29K	0.24%	54
2025 Q3	$1.42M	Buy	+18,037	New	+$1.42M	0.23%	64

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

Seven Mile Advisory's BSV Position: Q2 2026 in Review

Seven Mile Advisory sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2026, closing a stake of 7,294 shares — an estimated $572K sold.

Seven Mile Advisory first reported a position in BSV in Q3 2025 and held it in 3 quarters. The position peaked at $1.42M in Q3 2025. 1,357 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Seven Mile Advisory reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
Seven Mile Advisory sold 7,294 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $572K.
Seven Mile Advisory first reported a position in Vanguard Short-Term Bond ETF in Q3 2025 and held it in 3 quarters.
Seven Mile Advisory's Vanguard Short-Term Bond ETF position peaked at $1.42M in Q3 2025.
1,357 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Seven Mile Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.