United Advisor Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

United Advisor Group’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	$452K	Sell	5,769 -454	-7%	-$35.7K	0.06%	311
2025 Q4	$490K	Sell	6,223 -330	-5%	-$26K	0.06%	283
2025 Q3	$517K	Buy	6,553 +24	+0.4%	+$1.89K	0.07%	259
2025 Q2	$514K	Sell	6,529 -65	-1%	-$5.08K	0.09%	215
2025 Q1	$516K	Buy	6,594 +763	+13%	+$59.2K	0.11%	184
2024 Q4	$451K	Sell	5,831 -629	-10%	-$48.8K	0.09%	213
2024 Q3	$508K	Buy	6,460 +589	+10%	+$45.9K	0.11%	187
2024 Q2	$450K	Buy	5,871 +604	+11%	+$46.1K	0.14%	143
2024 Q1	$404K	Sell	5,267 -2,453	-32%	-$188K	0.15%	138
2023 Q4	$595K	Buy	+7,720	New	+$584K	0.72%	24

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

United Advisor Group's BSV Position: Q1 2026 in Review

United Advisor Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 7.3% in Q1 2026, selling an estimated $35.7K and leaving 5,769 shares worth $452K. The position accounts for 0.06% of the portfolio, ranked #311.

United Advisor Group first reported a position in BSV in Q4 2023 and has held it in 10 quarters since. The position peaked at $595K in Q4 2023. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

United Advisor Group held 5,769 shares of Vanguard Short-Term Bond ETF worth $452K as of Q1 2026.
United Advisor Group sold 454 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $35.7K.
Vanguard Short-Term Bond ETF made up 0.06% of United Advisor Group's portfolio in Q1 2026, its #311 holding.
United Advisor Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
United Advisor Group's Vanguard Short-Term Bond ETF position peaked at $595K in Q4 2023.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.