Unison Advisors
BSV icon

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

Unison 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
Q3 		$883K Sell
11,553
-315
-3% -$24.4K 0.06% 120
2026
Q2 		$925K Sell
11,868
-661
-5% -$51.6K 0.06% 114
2026
Q1 		$982K Buy
12,529
+72
+0.6% +$5.67K 0.07% 105
2025
Q4 		$982K Sell
12,457
-1,379
-10% -$109K 0.09% 95
2025
Q3 		$1.09M Sell
13,836
-354
-2% -$27.8K 0.1% 90
2025
Q2 		$1.12M Sell
14,190
-3,761
-21% -$294K 0.13% 81
2025
Q1 		$1.41M Sell
17,951
-1,329
-7% -$103K 0.18% 75
2024
Q4 		$1.49M Sell
19,280
-6,882
-26% -$534K 0.18% 73
2024
Q3 		$2.06M Sell
26,162
-6,005
-19% -$468K 0.25% 64
2024
Q2 		$2.47M Sell
32,167
-10,714
-25% -$817K 0.31% 51
2024
Q1 		$3.29M Sell
42,881
-7,522
-15% -$577K 0.32% 43
2023
Q4 		$3.88M Sell
50,403
-9,226
-15% -$698K 0.41% 26
2023
Q3 		$4.48M Sell
59,629
-948
-2% -$71.5K 0.53% 18
2023
Q2 		$4.58M Sell
60,577
-179
-0.3% -$13.6K 0.51% 18
2023
Q1 		$4.65M Sell
60,756
-2,518
-4% -$191K 0.52% 18
2022
Q4 		$4.76M Sell
63,274
-36,126
-36% -$2.71M 0.62% 17
2022
Q3 		$7.44M Buy
99,400
+63,972
+181% +$4.89M 1.38% 13
2022
Q2 		$2.72M Sell
35,428
-1,392
-4% -$107K 0.7% 30
2022
Q1 		$2.87M Sell
36,820
-18,586
-34% -$1.48M 0.69% 31
2021
Q4 		$4.48M Sell
55,406
-3,495
-6% -$284K 1.08% 10
2021
Q3 		$4.83M Sell
58,901
-517
-0.9% -$42.5K 1.2% 7
2021
Q2 		$4.88M Sell
59,418
-3,373
-5% -$277K 0.91% 10
2021
Q1 		$5.16M Sell
62,791
-13,100
-17% -$1.08M 0.99% 5
2020
Q4 		$6.29M Sell
75,891
-64,258
-46% -$5.32M 1.42% 5
2020
Q3 		$11.6M Sell
140,149
-11,111
-7% -$923K 3.36% 4
2020
Q2 		$12.6M Buy
+151,260
New +$12.5M 4.21% 4

Other funds holding BSV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

Unison Advisors's BSV Position: Q3 2026 in Review

Unison Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 2.7% in Q3 2026, selling an estimated $24.4K and leaving 11,553 shares worth $883K. The position accounts for 0.06% of the portfolio, ranked #120.

Unison Advisors first reported a position in BSV in Q2 2020 and has held it in 26 quarters since. The position peaked at $12.6M in Q2 2020. 1,203 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Unison Advisors held 11,553 shares of Vanguard Short-Term Bond ETF worth $883K as of Q3 2026.
  • Unison Advisors sold 315 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $24.4K.
  • Vanguard Short-Term Bond ETF made up 0.06% of Unison Advisors's portfolio in Q3 2026, its #120 holding.
  • Unison Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and has held it in 26 quarters since.
  • Unison Advisors's Vanguard Short-Term Bond ETF position peaked at $12.6M in Q2 2020.
  • 1,203 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Unison Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.