UAG
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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
Q2 		$455K Buy
5,840
+71
+1% +$5.54K 0.05% 337
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
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

United Advisor Group's BSV Position: Q2 2026 in Review

United Advisor Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.2% in Q2 2026, buying an estimated $5.54K and bringing the position to 5,840 shares worth $455K. The position accounts for 0.05% of the portfolio, ranked #337.

United Advisor Group first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $595K in Q4 2023. 1,357 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • United Advisor Group held 5,840 shares of Vanguard Short-Term Bond ETF worth $455K as of Q2 2026.
  • United Advisor Group bought 71 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $5.54K.
  • Vanguard Short-Term Bond ETF made up 0.05% of United Advisor Group's portfolio in Q2 2026, its #337 holding.
  • United Advisor Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • United Advisor Group's Vanguard Short-Term Bond ETF position peaked at $595K in Q4 2023.
  • 1,357 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.