MASECO Private Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

MASECO Private Wealth’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 Q3	$3.17M	Buy	41,514 +21,540	+108%	+$1.67M	0.09%	41
2026 Q2	$1.56M	Sell	19,974 -1,642	-8%	-$128K	0.04%	55
2026 Q1	$1.7M	Sell	21,616 -1,582	-7%	-$125K	0.05%	52
2025 Q4	$1.83M	Buy	+23,198	New	+$1.83M	0.08%	42
2025 Q3	–	Sell	-40,653	Closed	-$3.2M	–	312
2025 Q2	$3.2M	Buy	+40,653	New	+$3.18M	0.12%	41

Other funds holding BSV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

MASECO Private Wealth's BSV Position: Q3 2026 in Review

MASECO Private Wealth increased its Vanguard Short-Term Bond ETF (BSV) stake by 108% in Q3 2026, buying an estimated $1.67M and bringing the position to 41,514 shares worth $3.17M. The position accounts for 0.09% of the portfolio, ranked #41.

MASECO Private Wealth first reported a position in BSV in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.2M in Q2 2025. 953 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

MASECO Private Wealth held 41,514 shares of Vanguard Short-Term Bond ETF worth $3.17M as of Q3 2026.
MASECO Private Wealth bought 21,540 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $1.67M.
Vanguard Short-Term Bond ETF made up 0.09% of MASECO Private Wealth's portfolio in Q3 2026, its #41 holding.
MASECO Private Wealth first reported a position in Vanguard Short-Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
MASECO Private Wealth's Vanguard Short-Term Bond ETF position peaked at $3.2M in Q2 2025.
953 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on MASECO Private Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.