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

Mather 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 		$75 Sell
1
-515
-100% -$40.2K ﹤0.01% 1881
2026
Q1 		$40.5K Buy
+516
New +$40.6K ﹤0.01% 1106
2025
Q4 		– Sell
-956
Closed -$75.5K – 780
2025
Q3 		$75.5K Buy
+956
New +$75.2K ﹤0.01% 818
2025
Q2 		– Sell
-1,013
Closed -$79.3K – 759
2025
Q1 		$79.3K Buy
1,013
+440
+77% +$34.2K ﹤0.01% 802
2024
Q4 		$44.2K Sell
573
-85
-13% -$6.6K ﹤0.01% 902
2024
Q3 		$51.8K Sell
658
-3,228
-83% -$251K ﹤0.01% 871
2024
Q2 		$298K Sell
3,886
-744
-16% -$56.8K ﹤0.01% 536
2024
Q1 		$357K Buy
4,630
+1
+0% +$77 0.01% 400
2023
Q4 		$357K Sell
4,629
-1,399
-23% -$106K 0.01% 413
2023
Q3 		$453K Buy
6,028
+1,363
+29% +$103K 0.01% 345
2023
Q2 		$353K Buy
4,665
+697
+18% +$53.1K 0.01% 426
2023
Q1 		$303K Sell
3,968
-175
-4% -$13.3K 0.01% 394
2022
Q4 		$312K Sell
4,143
-898
-18% -$67.4K 0.01% 381
2022
Q3 		$377K Sell
5,041
-7,925
-61% -$605K 0.01% 326
2022
Q2 		$996K Buy
12,966
+4,377
+51% +$337K 0.02% 186
2022
Q1 		$669K Buy
+8,589
New +$682K 0.01% 222
2021
Q4 		– Sell
-7,074
Closed -$580K – 392
2021
Q3 		$580K Hold
7,074
– – 0.01% 158
2021
Q2 		$581K Hold
7,074
– – 0.01% 147
2021
Q1 		$581K Hold
7,074
– – 0.02% 133
2020
Q4 		$586K Buy
+7,074
New +$586K 0.02% 123

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

Mather Group's BSV Position: Q2 2026 in Review

Mather Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 100% in Q2 2026, selling an estimated $40.2K and leaving 1 share worth $75. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

Mather Group first reported a position in BSV in Q4 2020 and has held it in 20 quarters since. The position peaked at $996K in Q2 2022. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Mather Group held 1 share of Vanguard Short-Term Bond ETF worth $75 as of Q2 2026.
  • Mather Group sold 515 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $40.2K.
  • Vanguard Short-Term Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1881 holding.
  • Mather Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 20 quarters since.
  • Mather Group's Vanguard Short-Term Bond ETF position peaked at $996K in Q2 2022.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.