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
Q3 		$436K Sell
5,701
-139
-2% -$10.7K 0.04% 371
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
RW Investment Management
RW Investment Management Eagle, Idaho $1.13B AUM
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

United Advisor Group's BSV Position: Q3 2026 in Review

United Advisor Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 2.4% in Q3 2026, selling an estimated $10.7K and leaving 5,701 shares worth $436K. The position accounts for 0.04% of the portfolio, ranked #371.

United Advisor Group first reported a position in BSV in Q4 2023 and has held it in 12 quarters since. The position peaked at $595K in Q4 2023. 686 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • United Advisor Group held 5,701 shares of Vanguard Short-Term Bond ETF worth $436K as of Q3 2026.
  • United Advisor Group sold 139 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $10.7K.
  • Vanguard Short-Term Bond ETF made up 0.04% of United Advisor Group's portfolio in Q3 2026, its #371 holding.
  • United Advisor Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • United Advisor Group's Vanguard Short-Term Bond ETF position peaked at $595K in Q4 2023.
  • 686 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.