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 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 $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

Brooks Moore & Associates's BSV Position: Q1 2026 in Review

Brooks Moore & Associates increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.1% in Q1 2026, buying an estimated $4.33K and bringing the position to 2,650 shares worth $208K. 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 8 quarters since. The position peaked at $269K in Q1 2021. 1,333 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Brooks Moore & Associates held 2,650 shares of Vanguard Short-Term Bond ETF worth $208K as of Q1 2026.
Brooks Moore & Associates bought 55 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $4.33K.
Vanguard Short-Term Bond ETF made up 0.1% of Brooks Moore & Associates's portfolio in Q1 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 8 quarters since.
Brooks Moore & Associates's Vanguard Short-Term Bond ETF position peaked at $269K in Q1 2021.
1,333 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Brooks Moore & Associates's 13F filing for Q1 2026, filed 15 May 2026.