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

World Investment 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
Q2 		$92M Buy
1,173,676
+8,627
+0.7% +$673K 1.52% 4
2026
Q1 		$91.4M Buy
1,165,049
+66,140
+6% +$5.21M 1.47% 4
2025
Q4 		$86.6M Buy
1,098,909
+132,983
+14% +$10.5M 1.41% 7
2025
Q3 		$76.2M Buy
965,926
+67,748
+8% +$5.33M 1.56% 6
2025
Q2 		$70.7M Buy
898,178
+52,394
+6% +$4.1M 1.6% 6
2025
Q1 		$66.2M Buy
845,784
+501,013
+145% +$38.9M 1.72% 5
2024
Q4 		$26.6M Buy
344,771
+158,072
+85% +$12.3M 0.73% 24
2024
Q3 		$14.7M Buy
186,699
+8,378
+5% +$653K 0.46% 46
2024
Q2 		$13.7M Buy
+178,321
New +$13.6M 0.85% 25
2024
Q1 		– Sell
-7,467
Closed -$575K – 404
2023
Q4 		$575K Buy
7,467
+2,481
+50% +$188K 0.07% 203
2023
Q3 		$375K Sell
4,986
-2,544
-34% -$192K 0.07% 170
2023
Q2 		$569K Sell
7,530
-548
-7% -$41.8K 0.11% 125
2023
Q1 		$618K Sell
8,078
-9
-0.1% -$682 0.13% 117
2022
Q4 		$609K Sell
8,087
-1,869
-19% -$140K 0.14% 110
2022
Q3 		$745K Buy
9,956
+387
+4% +$29.6K 0.18% 97
2022
Q2 		$738K Sell
9,569
-3,346
-26% -$258K 0.16% 108
2022
Q1 		$1.01M Sell
12,915
-1
-0% -$79 0.21% 89
2021
Q4 		$1.02M Sell
12,916
-9,745
-43% -$793K 0.21% 91
2021
Q3 		$1.86M Buy
22,661
+3,219
+17% +$265K 0.42% 41
2021
Q2 		$1.6M Buy
19,442
+2,590
+15% +$213K 0.37% 51
2021
Q1 		$1.39M Sell
16,852
-53
-0.3% -$4.38K 0.33% 53
2020
Q4 		$1.4M Buy
16,905
+2,351
+16% +$195K 0.35% 56
2020
Q3 		$1.21M Buy
14,554
+105
+0.7% +$8.72K 0.41% 46
2020
Q2 		$1.2M Buy
14,449
+3,168
+28% +$262K 0.42% 41
2020
Q1 		$927K Buy
11,281
+6,150
+120% +$499K 0.43% 39
2019
Q4 		$414K Buy
5,131
+1,470
+40% +$119K 0.16% 85
2019
Q3 		$296K Sell
3,661
-35
-0.9% -$2.82K 0.13% 101
2019
Q2 		$298K Sell
3,696
-52
-1% -$4.15K 0.13% 93
2019
Q1 		$298K Sell
3,748
-17
-0.5% -$1.34K 0.14% 84
2018
Q4 		$297K Buy
+3,765
New +$294K 0.13% 107

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

World Investment Advisors's BSV Position: Q2 2026 in Review

World Investment Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.74% in Q2 2026, buying an estimated $673K and bringing the position to 1,173,676 shares worth $92M. The position accounts for 1.52% of the portfolio, ranked #4.

World Investment Advisors first reported a position in BSV in Q4 2018 and has held it in 30 quarters since. 1,359 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • World Investment Advisors held 1,173,676 shares of Vanguard Short-Term Bond ETF worth $92M as of Q2 2026.
  • World Investment Advisors bought 8,627 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $673K.
  • Vanguard Short-Term Bond ETF made up 1.52% of World Investment Advisors's portfolio in Q2 2026, its #4 holding.
  • World Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.