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Sterling Investment Advisors (Pennsylvania)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$243K Buy
3,115
+7
+0.2% +$546 0.04% 203
2026
Q1 		$244K Buy
3,108
+4
+0.1% +$315 0.04% 186
2025
Q4 		$245K Buy
3,104
+9
+0.3% +$710 0.05% 182
2025
Q3 		$244K Sell
3,095
-444
-13% -$34.9K 0.05% 174
2025
Q2 		$279K Hold
3,539
– – 0.06% 163
2025
Q1 		$277K Hold
3,539
– – 0.07% 154
2024
Q4 		$273K Hold
3,539
– – 0.07% 135
2024
Q3 		$278K Hold
3,539
– – 0.07% 126
2024
Q2 		$271K Hold
3,539
– – 0.07% 124
2024
Q1 		$271K Buy
3,539
+639
+22% +$49K 0.08% 128
2023
Q4 		$223K Buy
+2,900
New +$220K 0.07% 127
2022
Q3 		– Sell
-444
Closed -$34K – 182
2022
Q2 		$34K Hold
444
– – 0.01% 265
2022
Q1 		$35K Hold
444
– – 0.01% 293
2021
Q4 		$36K Hold
444
– – 0.01% 286
2021
Q3 		$36K Hold
444
– – 0.01% 288
2021
Q2 		$36K Hold
444
– – 0.01% 294
2021
Q1 		$36K Hold
444
– – 0.01% 267
2020
Q4 		$37K Hold
444
– – 0.01% 249
2020
Q3 		$37K Hold
444
– – 0.01% 239
2020
Q2 		$36K Hold
444
– – 0.01% 243
2020
Q1 		$36K Hold
444
– – 0.02% 217
2019
Q4 		$35K Hold
444
– – 0.02% 242
2019
Q3 		$36K Hold
444
– – 0.02% 240
2019
Q2 		$36K Hold
444
– – 0.02% 238
2019
Q1 		$35K Hold
444
– – 0.02% 242
2018
Q4 		$34K Sell
444
-444
-50% -$34.6K 0.02% 232
2018
Q3 		$69K Buy
888
+444
+100% +$34.7K 0.04% 191
2018
Q2 		$34K Buy
+444
New +$34.7K 0.02% 240

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

Sterling Investment Advisors (Pennsylvania)'s BSV Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.23% in Q2 2026, buying an estimated $546 and bringing the position to 3,115 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #203.

Sterling Investment Advisors (Pennsylvania) first reported a position in BSV in Q2 2018 and has held it in 28 quarters since. The position peaked at $279K in Q2 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 3,115 shares of Vanguard Short-Term Bond ETF worth $243K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) bought 7 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $546.
  • Vanguard Short-Term Bond ETF made up 0.04% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #203 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Vanguard Short-Term Bond ETF in Q2 2018 and has held it in 28 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s Vanguard Short-Term Bond ETF position peaked at $279K in Q2 2025.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.