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Silver Oak Advisory Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Silver Oak Advisory Group’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 		$17.5M Buy
223,670
+13,520
+6% +$1.06M 7.56% 4
2025
Q4 		$16.6M Buy
210,150
+1,205
+0.6% +$95.1K 7.49% 3
2025
Q3 		$16.5M Buy
208,945
+10,670
+5% +$839K 7.46% 3
2025
Q2 		$15.6M Buy
198,275
+6,404
+3% +$501K 7.56% 3
2025
Q1 		$15M Buy
191,871
+997
+0.5% +$77.4K 7.98% 3
2024
Q4 		$14.7M Buy
190,874
+2,461
+1% +$191K 7.8% 3
2024
Q3 		$14.8M Buy
188,413
+3,883
+2% +$302K 7.6% 3
2024
Q2 		$14.2M Buy
184,530
+3,797
+2% +$290K 7.86% 3
2024
Q1 		$13.9M Buy
180,733
+1,094
+0.6% +$83.9K 7.78% 3
2023
Q4 		$13.8M Sell
179,639
-821
-0.5% -$62.1K 8.13% 3
2023
Q3 		$13.6M Buy
180,460
+6,536
+4% +$493K 8.79% 3
2023
Q2 		$13.1M Buy
173,924
+2,599
+2% +$198K 8.59% 3
2023
Q1 		$13.1M Buy
171,325
+1,852
+1% +$140K 8.81% 3
2022
Q4 		$12.8M Buy
169,473
+14,040
+9% +$1.05M 8.99% 3
2022
Q3 		$11.6M Sell
155,433
-2,114
-1% -$162K 8.72% 3
2022
Q2 		$12.1M Sell
157,547
-19,244
-11% -$1.48M 8.57% 3
2022
Q1 		$13.8M Buy
176,791
+14,017
+9% +$1.11M 8.99% 3
2021
Q4 		$13.2M Buy
+162,774
New +$13.2M 8.33% 3

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

Silver Oak Advisory Group's BSV Position: Q1 2026 in Review

Silver Oak Advisory Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 6.4% in Q1 2026, buying an estimated $1.06M and bringing the position to 223,670 shares worth $17.5M. The position accounts for 7.56% of the portfolio, ranked #4.

Silver Oak Advisory Group first reported a position in BSV in Q4 2021 and has held it in 18 quarters since. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Silver Oak Advisory Group held 223,670 shares of Vanguard Short-Term Bond ETF worth $17.5M as of Q1 2026.
  • Silver Oak Advisory Group bought 13,520 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $1.06M.
  • Vanguard Short-Term Bond ETF made up 7.56% of Silver Oak Advisory Group's portfolio in Q1 2026, its #4 holding.
  • Silver Oak Advisory Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Silver Oak Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.