U.S. Capital Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

U.S. Capital 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	$335K	Buy	4,269 +59	+1%	+$4.64K	0.01%	785
2025 Q4	$332K	Sell	4,210 -222	-5%	-$17.5K	0.01%	771
2025 Q3	$350K	Hold	4,432	–	–	0.01%	726
2025 Q2	$349K	Buy	4,432 +548	+14%	+$42.8K	0.01%	684
2025 Q1	$304K	Sell	3,884 -325	-8%	-$25.2K	0.01%	698
2024 Q4	$325K	Sell	4,209 -11,902	-74%	-$924K	0.01%	665
2024 Q3	$1.27M	Buy	16,111 +9,023	+127%	+$703K	0.04%	330
2024 Q2	$544K	Buy	7,088 +12	+0.2%	+$916	0.02%	440
2024 Q1	$543K	Sell	7,076 -364	-5%	-$27.9K	0.02%	453
2023 Q4	$573K	Buy	7,440 +4,433	+147%	+$336K	0.02%	428
2023 Q3	$226K	Sell	3,007 -1,250	-29%	-$94.2K	0.01%	573
2023 Q2	$322K	Sell	4,257 -5,235	-55%	-$399K	0.02%	518
2023 Q1	$726K	Sell	9,492 -4,770	-33%	-$361K	0.03%	365
2022 Q4	$1.07M	Sell	14,262 -842	-6%	-$63.2K	0.05%	319
2022 Q3	$1.13M	Buy	15,104 +1	+0%	+$76	0.06%	314
2022 Q2	$1.16M	Buy	15,103 +1	+0%	+$77	0.05%	321
2022 Q1	$1.18M	Sell	15,102 -47	-0.3%	-$3.73K	0.04%	365
2021 Q4	$1.23M	Sell	15,149 -307	-2%	-$25K	0.05%	351
2021 Q3	$1.27M	Buy	+15,456	New	+$1.27M	0.05%	342

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

U.S. Capital Wealth Advisors's BSV Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.4% in Q1 2026, buying an estimated $4.64K and bringing the position to 4,269 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #785.

U.S. Capital Wealth Advisors first reported a position in BSV in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.27M in Q3 2024. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

U.S. Capital Wealth Advisors held 4,269 shares of Vanguard Short-Term Bond ETF worth $335K as of Q1 2026.
U.S. Capital Wealth Advisors bought 59 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $4.64K.
Vanguard Short-Term Bond ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #785 holding.
U.S. Capital Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $1.27M in Q3 2024.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.