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 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 $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Brand Asset Management Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 3% in Q1 2026, selling an estimated $102K and leaving 42,382 shares worth $3.32M. The position accounts for 0.86% of the portfolio, ranked #22.

Brand Asset Management Group first reported a position in BSV in Q2 2018 and has held it in 32 quarters since. The position peaked at $3.7M in Q3 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Brand Asset Management Group held 42,382 shares of Vanguard Short-Term Bond ETF worth $3.32M as of Q1 2026.
Brand Asset Management Group sold 1,298 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $102K.
Vanguard Short-Term Bond ETF made up 0.86% of Brand Asset Management Group's portfolio in Q1 2026, its #22 holding.
Brand Asset Management Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2018 and has held it in 32 quarters since.
Brand Asset Management Group's Vanguard Short-Term Bond ETF position peaked at $3.7M in Q3 2025.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Brand Asset Management Group's 13F filing for Q1 2026, filed 11 May 2026.