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

Soltis 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 		$2.27M Sell
29,078
-540
-2% -$42.1K 0.13% 152
2026
Q1 		$2.32M Buy
29,618
+123
+0.4% +$9.68K 0.15% 139
2025
Q4 		$2.32M Buy
29,495
+240
+0.8% +$18.9K 0.15% 131
2025
Q3 		$2.31M Buy
29,255
+1,642
+6% +$129K 0.16% 131
2025
Q2 		$2.17M Buy
27,613
+1,440
+6% +$113K 0.17% 124
2025
Q1 		$2.05M Buy
26,173
+691
+3% +$53.6K 0.18% 120
2024
Q4 		$1.97M Buy
25,482
+11,003
+76% +$854K 0.18% 125
2024
Q3 		$1.14M Sell
14,479
-7,872
-35% -$613K 0.11% 145
2024
Q2 		$1.71M Buy
22,351
+5,432
+32% +$414K 0.18% 124
2024
Q1 		$1.3M Buy
16,919
+6,131
+57% +$470K 0.15% 139
2023
Q4 		$831K Buy
10,788
+2,219
+26% +$168K 0.09% 150
2023
Q3 		$644K Buy
8,569
+2,199
+35% +$166K 0.08% 157
2023
Q2 		$481K Sell
6,370
-436
-6% -$33.2K 0.06% 175
2023
Q1 		$521K Sell
6,806
-2,016
-23% -$153K 0.07% 171
2022
Q4 		$664K Sell
8,822
-4,769
-35% -$358K 0.09% 144
2022
Q3 		$1.02M Buy
13,591
+202
+2% +$15.4K 0.15% 124
2022
Q2 		$1.03M Buy
13,389
+42
+0.3% +$3.24K 0.15% 124
2022
Q1 		$1.04M Sell
13,347
-956
-7% -$75.9K 0.14% 127
2021
Q4 		$1.16M Buy
14,303
+4,052
+40% +$330K 0.16% 123
2021
Q3 		$840K Sell
10,251
-793
-7% -$65.2K 0.13% 128
2021
Q2 		$907K Sell
11,044
-2,001
-15% -$165K 0.14% 119
2021
Q1 		$1.07M Buy
13,045
+680
+5% +$56.1K 0.2% 98
2020
Q4 		$1.02M Buy
12,365
+695
+6% +$57.6K 0.19% 90
2020
Q3 		$969K Buy
11,670
+2,664
+30% +$221K 0.23% 81
2020
Q2 		$749K Buy
9,006
+1,513
+20% +$125K 0.19% 85
2020
Q1 		$616K Sell
7,493
-51,262
-87% -$4.16M 0.19% 64
2019
Q4 		$4.74M Buy
+58,755
New +$4.74M 0.91% 25

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Soltis Investment Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.8% in Q2 2026, selling an estimated $42.1K and leaving 29,078 shares worth $2.27M. The position accounts for 0.13% of the portfolio, ranked #152.

Soltis Investment Advisors first reported a position in BSV in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.74M in Q4 2019. 1,360 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Soltis Investment Advisors held 29,078 shares of Vanguard Short-Term Bond ETF worth $2.27M as of Q2 2026.
  • Soltis Investment Advisors sold 540 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $42.1K.
  • Vanguard Short-Term Bond ETF made up 0.13% of Soltis Investment Advisors's portfolio in Q2 2026, its #152 holding.
  • Soltis Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Soltis Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $4.74M in Q4 2019.
  • 1,360 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.