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Brookwood Investment Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Brookwood Investment 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 		$261K Buy
3,351
+29
+0.9% +$2.26K 0.03% 435
2026
Q1 		$260K Sell
3,322
-276
-8% -$21.7K 0.03% 426
2025
Q4 		$284K Sell
3,598
-4,097
-53% -$323K 0.03% 408
2025
Q3 		$607K Sell
7,695
-5,106
-40% -$401K 0.08% 231
2025
Q2 		$1.01M Buy
12,801
+713
+6% +$55.7K 0.16% 131
2025
Q1 		$946K Buy
+12,088
New +$938K 0.16% 129

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Brookwood Investment Group's BSV Position: Q2 2026 in Review

Brookwood Investment Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.87% in Q2 2026, buying an estimated $2.26K and bringing the position to 3,351 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #435.

Brookwood Investment Group first reported a position in BSV in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.01M in Q2 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Brookwood Investment Group held 3,351 shares of Vanguard Short-Term Bond ETF worth $261K as of Q2 2026.
  • Brookwood Investment Group bought 29 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $2.26K.
  • Vanguard Short-Term Bond ETF made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #435 holding.
  • Brookwood Investment Group first reported a position in Vanguard Short-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Vanguard Short-Term Bond ETF position peaked at $1.01M in Q2 2025.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.