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

Brand 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 Q2	$3.51M	Buy	45,114 +2,732	+6%	+$213K	0.78%	24
2026 Q1	$3.32M	Sell	42,382 -1,298	-3%	-$102K	0.86%	22
2025 Q4	$3.44M	Sell	43,680 -3,146	-7%	-$248K	0.96%	22
2025 Q3	$3.7M	Buy	46,826 +40,221	+609%	+$3.16M	1.04%	21
2025 Q2	$520K	Sell	6,605 -2,223	-25%	-$174K	0.19%	52
2025 Q1	$691K	Sell	8,828 -2,722	-24%	-$211K	0.29%	42
2024 Q4	$892K	Buy	11,550 +1,393	+14%	+$108K	0.36%	38
2024 Q3	$799K	Buy	10,157 +368	+4%	+$28.7K	0.31%	41
2024 Q2	$751K	Buy	9,789 +149	+2%	+$11.4K	0.32%	40
2024 Q1	$739K	Buy	9,640 +636	+7%	+$48.8K	0.32%	40
2023 Q4	$694K	Buy	9,004 +438	+5%	+$33.2K	0.32%	41
2023 Q3	$644K	Buy	8,566 +31	+0.4%	+$2.34K	0.33%	42
2023 Q2	$645K	Buy	8,535 +170	+2%	+$13K	0.31%	42
2023 Q1	$640K	Buy	8,365 +180	+2%	+$13.6K	0.32%	42
2022 Q4	$616K	Buy	8,185 +1,319	+19%	+$99K	0.31%	43
2022 Q3	$514K	Sell	6,866 -1,094	-14%	-$83.6K	0.29%	44
2022 Q2	$611K	Sell	7,960 -6,981	-47%	-$538K	0.31%	46
2022 Q1	$1.16M	Buy	14,941 +7,345	+97%	+$583K	0.51%	34
2021 Q4	$614K	Buy	7,596 +462	+6%	+$37.6K	0.28%	44
2021 Q3	$585K	Buy	7,134 +2,145	+43%	+$176K	0.28%	45
2021 Q2	$410K	Sell	4,989 -1,572	-24%	-$129K	0.2%	52
2021 Q1	$539K	Buy	6,561 +1,298	+25%	+$107K	0.27%	47
2020 Q4	$436K	Buy	5,263 +275	+6%	+$22.8K	0.25%	49
2020 Q3	$414K	Buy	4,988 +1,235	+33%	+$103K	0.26%	51
2020 Q2	$312K	Buy	3,753 +695	+23%	+$57.5K	0.2%	53
2020 Q1	$251K	Sell	3,058 -19	-0.6%	-$1.54K	0.19%	55
2019 Q4	$248K	Buy	3,077 +427	+16%	+$34.5K	0.16%	63
2019 Q3	$214K	Buy	2,650 +640	+32%	+$51.6K	0.14%	63
2019 Q2	$162K	Sell	2,010 -1,094	-35%	-$87.2K	0.11%	70
2019 Q1	$247K	Sell	3,104 -221	-7%	-$17.4K	0.17%	57
2018 Q4	$261K	Sell	3,325 -5,523	-62%	-$431K	0.21%	51
2018 Q3	$690K	Buy	8,848 +347	+4%	+$27.1K	0.51%	34
2018 Q2	$665K	Buy	+8,501	New	+$664K	0.51%	34

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Brand Asset Management Group's BSV Position: Q2 2026 in Review

Brand Asset Management Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 6.4% in Q2 2026, buying an estimated $213K and bringing the position to 45,114 shares worth $3.51M. The position accounts for 0.78% of the portfolio, ranked #24.

Brand Asset Management Group first reported a position in BSV in Q2 2018 and has held it in 33 quarters since. The position peaked at $3.7M in Q3 2025. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Brand Asset Management Group held 45,114 shares of Vanguard Short-Term Bond ETF worth $3.51M as of Q2 2026.
Brand Asset Management Group bought 2,732 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $213K.
Vanguard Short-Term Bond ETF made up 0.78% of Brand Asset Management Group's portfolio in Q2 2026, its #24 holding.
Brand Asset Management Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2018 and has held it in 33 quarters since.
Brand Asset Management Group's Vanguard Short-Term Bond ETF position peaked at $3.7M in Q3 2025.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.