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 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

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

MASECO Private Wealth's BSV Position: Q2 2026 in Review

MASECO Private Wealth reduced its Vanguard Short-Term Bond ETF (BSV) stake by 7.6% in Q2 2026, selling an estimated $128K and leaving 19,974 shares worth $1.56M. The position accounts for 0.04% of the portfolio, ranked #55.

MASECO Private Wealth first reported a position in BSV in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.2M in Q2 2025. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

MASECO Private Wealth held 19,974 shares of Vanguard Short-Term Bond ETF worth $1.56M as of Q2 2026.
MASECO Private Wealth sold 1,642 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $128K.
Vanguard Short-Term Bond ETF made up 0.04% of MASECO Private Wealth's portfolio in Q2 2026, its #55 holding.
MASECO Private Wealth first reported a position in Vanguard Short-Term Bond ETF in Q2 2025 and has held it in 4 quarters since.
MASECO Private Wealth's Vanguard Short-Term Bond ETF position peaked at $3.2M in Q2 2025.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.