Stratos Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Stratos Wealth 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 Q1	$620K	Sell	7,911 -5,155	-39%	-$406K	0.04%	351
2025 Q4	$1.03M	Sell	13,066 -302	-2%	-$23.8K	0.05%	305
2025 Q3	$1.05M	Sell	13,368 -3,133	-19%	-$246K	0.05%	308
2025 Q2	$1.3M	Sell	16,501 -6,524	-28%	-$510K	0.07%	276
2025 Q1	$1.8M	Sell	23,025 -8,629	-27%	-$670K	0.1%	206
2024 Q4	$2.45M	Sell	31,654 -15,420	-33%	-$1.2M	0.12%	175
2024 Q3	$3.7M	Sell	47,074 -1,317	-3%	-$103K	0.17%	132
2024 Q2	$3.71M	Sell	48,391 -5,859	-11%	-$447K	0.18%	125
2024 Q1	$4.16M	Buy	54,250 +4,344	+9%	+$333K	0.25%	98
2023 Q4	$3.84M	Buy	49,906 +16,331	+49%	+$1.24M	0.22%	134
2023 Q3	$2.52M	Buy	33,575 +11	+0%	+$829	0.17%	167
2023 Q2	$2.54M	Buy	33,564 +3,044	+10%	+$232K	0.18%	153
2023 Q1	$2.33M	Sell	30,520 -3,110	-9%	-$236K	0.18%	156
2022 Q4	$2.53M	Sell	33,630 -3,989	-11%	-$299K	0.21%	137
2022 Q3	$2.81M	Sell	37,619 -10,169	-21%	-$777K	0.3%	94
2022 Q2	$3.67M	Buy	47,788 +17,984	+60%	+$1.39M	0.33%	82
2022 Q1	$2.32M	Sell	29,804 -5,018	-14%	-$398K	0.19%	142
2021 Q4	$2.81M	Buy	34,822 +14,886	+75%	+$1.21M	0.2%	144
2021 Q3	$1.63M	Sell	19,936 -3,094	-13%	-$254K	0.14%	191
2021 Q2	$1.89M	Buy	23,030 +4,333	+23%	+$356K	0.17%	163
2021 Q1	$1.54M	Buy	18,697 +5,088	+37%	+$420K	0.16%	163
2020 Q4	$1.13M	Buy	13,609 +8,511	+167%	+$705K	0.16%	151
2020 Q3	$423K	Sell	5,098 -147	-3%	-$12.2K	0.1%	205
2020 Q2	$436K	Sell	5,245 -76	-1%	-$6.29K	0.13%	155
2020 Q1	$437K	Sell	5,321 -175	-3%	-$14.2K	0.31%	80
2019 Q4	$443K	Buy	5,496 +632	+13%	+$51K	0.25%	88
2019 Q3	$393K	Sell	4,864 -16	-0.3%	-$1.29K	0.15%	147
2019 Q2	$393K	Sell	4,880 -748	-13%	-$59.6K	0.16%	143
2019 Q1	$448K	Sell	5,628 -805	-13%	-$63.5K	0.24%	116
2018 Q4	$505K	Buy	+6,433	New	+$502K	0.34%	87

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stratos Wealth Advisors's BSV Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 39% in Q1 2026, selling an estimated $406K and leaving 7,911 shares worth $620K. The position accounts for 0.04% of the portfolio, ranked #351.

Stratos Wealth Advisors first reported a position in BSV in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.16M in Q1 2024. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Stratos Wealth Advisors held 7,911 shares of Vanguard Short-Term Bond ETF worth $620K as of Q1 2026.
Stratos Wealth Advisors sold 5,155 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $406K.
Vanguard Short-Term Bond ETF made up 0.04% of Stratos Wealth Advisors's portfolio in Q1 2026, its #351 holding.
Stratos Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 30 quarters since.
Stratos Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $4.16M in Q1 2024.
1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.