AMG
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Asset Management Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Asset Management 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 		$754K Buy
9,614
+47
+0.5% +$3.7K 0.12% 95
2025
Q4 		$754K Buy
9,567
+95
+1% +$7.5K 0.12% 95
2025
Q3 		$747K Buy
9,472
+70
+0.7% +$5.5K 0.12% 97
2025
Q2 		$740K Sell
9,402
-450
-5% -$35.2K 0.13% 95
2025
Q1 		$771K Buy
9,852
+46
+0.5% +$3.57K 0.14% 91
2024
Q4 		$758K Buy
9,806
+85
+0.9% +$6.6K 0.13% 92
2024
Q3 		$765K Buy
9,721
+64
+0.7% +$4.99K 0.13% 97
2024
Q2 		$741K Buy
9,657
+60
+0.6% +$4.58K 0.14% 96
2024
Q1 		$736K Sell
9,597
-370
-4% -$28.4K 0.14% 96
2023
Q4 		$768K Sell
9,967
-153
-2% -$11.6K 0.15% 91
2023
Q3 		$761K Buy
10,120
+50
+0.5% +$3.77K 0.17% 88
2023
Q2 		$761K Buy
10,070
+43
+0.4% +$3.28K 0.16% 90
2023
Q1 		$767K Sell
10,027
-24
-0.2% -$1.82K 0.17% 86
2022
Q4 		$757K Buy
10,051
+47
+0.5% +$3.53K 0.18% 87
2022
Q3 		$749K Buy
10,004
+29
+0.3% +$2.22K 0.19% 85
2022
Q2 		$766K Buy
9,975
+22
+0.2% +$1.7K 0.18% 86
2022
Q1 		$775K Sell
9,953
-89
-0.9% -$7.07K 0.16% 87
2021
Q4 		$812K Buy
10,042
+50
+0.5% +$4.07K 0.16% 83
2021
Q3 		$819K Sell
9,992
-339
-3% -$27.9K 0.17% 80
2021
Q2 		$849K Buy
10,331
+26
+0.3% +$2.14K 0.18% 80
2021
Q1 		$847K Sell
10,305
-2
-0% -$165 0.18% 80
2020
Q4 		$854K Buy
10,307
+38
+0.4% +$3.15K 0.21% 76
2020
Q3 		$853K Buy
10,269
+34
+0.3% +$2.83K 0.25% 75
2020
Q2 		$851K Buy
10,235
+40
+0.4% +$3.31K 0.27% 73
2020
Q1 		$838K Buy
10,195
+28
+0.3% +$2.27K 0.32% 69
2019
Q4 		$820K Sell
10,167
-183
-2% -$14.8K 0.25% 74
2019
Q3 		$836K Buy
10,350
+47
+0.5% +$3.79K 0.29% 70
2019
Q2 		$830K Sell
10,303
-277
-3% -$22.1K 0.29% 69
2019
Q1 		$842K Buy
10,580
+31
+0.3% +$2.45K 0.31% 65
2018
Q4 		$829K Sell
10,549
-16,775
-61% -$1.31M 0.34% 66
2018
Q3 		$2.13M Buy
27,324
+119
+0.4% +$9.3K 0.72% 45
2018
Q2 		$2.13M Buy
27,205
+121
+0.4% +$9.45K 0.74% 44
2018
Q1 		$2.12M Buy
27,084
+109
+0.4% +$8.56K 0.76% 44
2017
Q4 		$2.13M Sell
26,975
-6,371
-19% -$506K 0.77% 43
2017
Q3 		$2.66M Buy
33,346
+574
+2% +$45.9K 1% 34
2017
Q2 		$2.62M Sell
32,772
-287
-0.9% -$22.9K 1.01% 33
2017
Q1 		$2.63M Buy
33,059
+75
+0.2% +$5.97K 1.04% 31
2016
Q4 		$2.62M Buy
32,984
+1,172
+4% +$93.8K 1.08% 32
2016
Q3 		$2.57M Sell
31,812
-747
-2% -$60.4K 1.07% 32
2016
Q2 		$2.64M Sell
32,559
-1,410
-4% -$114K 1.14% 29
2016
Q1 		$2.74M Sell
33,969
-342
-1% -$27.4K 1.21% 28
2015
Q4 		$2.73M Sell
34,311
-9,014
-21% -$721K 1.24% 27
2015
Q3 		$3.48M Sell
43,325
-363
-0.8% -$29.1K 1.63% 20
2015
Q2 		$3.5M Sell
43,688
-652
-1% -$52.3K 1.58% 19
2015
Q1 		$3.57M Sell
44,340
-759
-2% -$60.9K 1.66% 17
2014
Q4 		$3.61M Buy
45,099
+818
+2% +$65.6K 1.82% 17
2014
Q3 		$3.55M Sell
44,281
-290
-0.7% -$23.2K 1.89% 17
2014
Q2 		$3.58M Buy
44,571
+130
+0.3% +$10.4K 1.93% 16
2014
Q1 		$3.56M Buy
44,441
+225
+0.5% +$18K 2.04% 16
2013
Q4 		$3.53M Buy
44,216
+1,097
+3% +$88.2K 2.15% 16
2013
Q3 		$3.46M Buy
43,119
+5,751
+15% +$461K 2.26% 16
2013
Q2 		$2.99M Buy
+37,368
New +$3.02M 2.06% 16

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Asset Management Group's BSV Position: Q1 2026 in Review

Asset Management Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.49% in Q1 2026, buying an estimated $3.7K and bringing the position to 9,614 shares worth $754K. The position accounts for 0.12% of the portfolio, ranked #95.

Asset Management Group first reported a position in BSV in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.61M in Q4 2014. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Asset Management Group held 9,614 shares of Vanguard Short-Term Bond ETF worth $754K as of Q1 2026.
  • Asset Management Group bought 47 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $3.7K.
  • Vanguard Short-Term Bond ETF made up 0.12% of Asset Management Group's portfolio in Q1 2026, its #95 holding.
  • Asset Management Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Asset Management Group's Vanguard Short-Term Bond ETF position peaked at $3.61M in Q4 2014.
  • 1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.