Berkshire Money Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Berkshire Money Management’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	$33M	Buy	423,447 +1,881	+0.4%	+$147K	3.01%	10
2026 Q1	$33.1M	Buy	421,566 +14,721	+4%	+$1.16M	3.39%	8
2025 Q4	$32.1M	Sell	406,845 -80,952	-17%	-$6.39M	3.06%	10
2025 Q3	$38.5M	Sell	487,797 -303,856	-38%	-$23.9M	3.96%	9
2025 Q2	$62.3M	Buy	791,653 +197,511	+33%	+$15.4M	6.56%	4
2025 Q1	$46.5M	Buy	594,142 +27,581	+5%	+$2.14M	5.22%	7
2024 Q4	$43.8M	Buy	566,561 +23,800	+4%	+$1.85M	4.76%	8
2024 Q3	$42.7M	Buy	542,761 +20,919	+4%	+$1.63M	4.89%	8
2024 Q2	$40M	Buy	521,842 +10,689	+2%	+$816K	4.86%	8
2024 Q1	$39.2M	Buy	511,153 +59,057	+13%	+$4.53M	4.73%	8
2023 Q4	$34.8M	Sell	452,096 -26,024	-5%	-$1.97M	4.63%	8
2023 Q3	$35.9M	Sell	478,120 -6,910	-1%	-$521K	5.44%	7
2023 Q2	$36.7M	Buy	485,030 +149,749	+45%	+$11.4M	5.3%	6
2023 Q1	$25.6M	Buy	+335,281	New	+$25.4M	3.89%	7
2020 Q2	–	Sell	-1,611	Closed	-$132K	–	49
2020 Q1	$132K	Buy	+1,611	New	+$131K	0.03%	43
2015 Q4	–	Sell	-93,827	Closed	-$7.5M	–	24
2015 Q3	$7.5M	Buy	93,827 +311	+0.3%	+$24.9K	2.3%	12
2015 Q2	$7.5M	Sell	93,516 -840	-0.9%	-$67.4K	2.21%	12
2015 Q1	$7.6M	Buy	94,356 +696	+0.7%	+$55.9K	2.24%	12
2014 Q4	$7.49M	Buy	+93,660	New	+$7.51M	2.24%	12

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Berkshire Money Management's BSV Position: Q2 2026 in Review

Berkshire Money Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.45% in Q2 2026, buying an estimated $147K and bringing the position to 423,447 shares worth $33M. The position accounts for 3.01% of the portfolio, ranked #10.

Berkshire Money Management first reported a position in BSV in Q4 2014 and has held it in 19 quarters since. The position peaked at $62.3M in Q2 2025. 928 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Berkshire Money Management held 423,447 shares of Vanguard Short-Term Bond ETF worth $33M as of Q2 2026.
Berkshire Money Management bought 1,881 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $147K.
Vanguard Short-Term Bond ETF made up 3.01% of Berkshire Money Management's portfolio in Q2 2026, its #10 holding.
Berkshire Money Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2014 and has held it in 19 quarters since.
Berkshire Money Management's Vanguard Short-Term Bond ETF position peaked at $62.3M in Q2 2025.
928 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Berkshire Money Management's 13F filing for Q2 2026, filed 23 Jul 2026.