MWM
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Massachusetts Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Massachusetts Wealth Management’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 		$2.18M Sell
27,742
-513
-2% -$40.4K 0.94% 45
2025
Q4 		$2.23M Sell
28,255
-40
-0.1% -$3.16K 1.04% 39
2025
Q3 		$2.23M Sell
28,295
-632
-2% -$49.7K 1.11% 35
2025
Q2 		$2.28M Buy
28,927
+560
+2% +$43.8K 1.28% 32
2025
Q1 		$2.22M Buy
28,367
+2,028
+8% +$157K 1.52% 24
2024
Q4 		$2.04M Sell
26,339
-481
-2% -$37.3K 1.26% 34
2024
Q3 		$2.11M Sell
26,820
-455
-2% -$35.4K 1.33% 33
2024
Q2 		$2.09M Sell
27,275
-150
-0.5% -$11.4K 1.4% 26
2024
Q1 		$2.1M Sell
27,425
-709
-3% -$54.4K 1.48% 22
2023
Q4 		$2.17M Sell
28,134
-1,028
-4% -$77.8K 1.75% 14
2023
Q3 		$2.19M Buy
+29,162
New +$2.2M 2.01% 13

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Wealth Management's BSV Position: Q1 2026 in Review

Massachusetts Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.8% in Q1 2026, selling an estimated $40.4K and leaving 27,742 shares worth $2.18M. The position accounts for 0.94% of the portfolio, ranked #45.

Massachusetts Wealth Management first reported a position in BSV in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.28M in Q2 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Massachusetts Wealth Management held 27,742 shares of Vanguard Short-Term Bond ETF worth $2.18M as of Q1 2026.
  • Massachusetts Wealth Management sold 513 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $40.4K.
  • Vanguard Short-Term Bond ETF made up 0.94% of Massachusetts Wealth Management's portfolio in Q1 2026, its #45 holding.
  • Massachusetts Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • Massachusetts Wealth Management's Vanguard Short-Term Bond ETF position peaked at $2.28M in Q2 2025.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.