Brooks Moore & Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Brooks Moore & Associates’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	$230K	Buy	2,950 +300	+11%	+$23.4K	0.1%	107
2026 Q1	$208K	Buy	2,650 +55	+2%	+$4.33K	0.1%	107
2025 Q4	$205K	Buy	+2,595	New	+$205K	0.1%	105
2021 Q4	–	Sell	-3,217	Closed	-$264K	–	98
2021 Q3	$264K	Hold	3,217	–	–	0.17%	90
2021 Q2	$264K	Sell	3,217 -50	-2%	-$4.11K	0.17%	89
2021 Q1	$269K	Buy	3,267 +455	+16%	+$37.6K	0.18%	82
2020 Q4	$233K	Buy	2,812 +205	+8%	+$17K	0.18%	85
2020 Q3	$217K	Buy	2,607 +20	+0.8%	+$1.66K	0.19%	80
2020 Q2	$215K	Buy	+2,587	New	+$214K	0.2%	76

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

Brooks Moore & Associates's BSV Position: Q2 2026 in Review

Brooks Moore & Associates increased its Vanguard Short-Term Bond ETF (BSV) stake by 11% in Q2 2026, buying an estimated $23.4K and bringing the position to 2,950 shares worth $230K. The position accounts for 0.1% of the portfolio, ranked #107.

Brooks Moore & Associates first reported a position in BSV in Q2 2020 and has held it in 9 quarters since. The position peaked at $269K in Q1 2021. 1,357 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Brooks Moore & Associates held 2,950 shares of Vanguard Short-Term Bond ETF worth $230K as of Q2 2026.
Brooks Moore & Associates bought 300 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $23.4K.
Vanguard Short-Term Bond ETF made up 0.1% of Brooks Moore & Associates's portfolio in Q2 2026, its #107 holding.
Brooks Moore & Associates first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and has held it in 9 quarters since.
Brooks Moore & Associates's Vanguard Short-Term Bond ETF position peaked at $269K in Q1 2021.
1,357 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Brooks Moore & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.