Matthew Hamilton Rosenberg’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Matthew Hamilton Rosenberg’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	$1.28M	Sell	16,689 -607	-4%	-$46.9K	0.23%	54
2026 Q2	$1.35M	Sell	17,296 -3,747	-18%	-$292K	0.25%	46
2026 Q1	$1.65M	Sell	21,043 -819	-4%	-$64.5K	0.34%	38
2025 Q4	$1.72M	Sell	21,862 -1,744	-7%	-$138K	0.36%	34
2025 Q3	$1.86M	Sell	23,606 -1,693	-7%	-$133K	0.4%	28
2025 Q2	$1.99M	Sell	25,299 -6,745	-21%	-$527K	0.46%	27
2025 Q1	$2.51M	Sell	32,044 -290	-0.9%	-$22.5K	0.63%	23
2024 Q4	$2.5M	Sell	32,334 -2,224	-6%	-$173K	0.65%	25
2024 Q3	$2.72M	Buy	34,558 +7,953	+30%	+$619K	0.71%	22
2024 Q2	$2.03M	Sell	26,605 -10,616	-29%	-$810K	0.6%	25
2024 Q1	$2.84M	Sell	37,221 -1,533	-4%	-$118K	0.82%	20
2023 Q4	$2.98M	Sell	38,754 -2,300	-6%	-$174K	0.92%	19
2023 Q3	$3.09M	Sell	41,054 -3,830	-9%	-$289K	1.03%	19
2023 Q2	$3.39M	Buy	44,884 +7,510	+20%	+$572K	1.15%	17
2023 Q1	$2.86M	Sell	37,374 -51	-0.1%	-$3.87K	0.92%	20
2022 Q4	$2.82M	Buy	37,425 +442	+1%	+$33.2K	0.95%	20
2022 Q3	$2.77M	Sell	36,983 -6,669	-15%	-$510K	1.07%	18
2022 Q2	$3.36M	Sell	43,652 -31,107	-42%	-$2.4M	1.27%	14
2022 Q1	$5.82M	Buy	74,759 +13,759	+23%	+$1.09M	2.04%	10
2021 Q4	$4.93M	Buy	61,000 +45,279	+288%	+$3.68M	1.76%	11
2021 Q3	$1.29M	Buy	15,721 +1,728	+12%	+$142K	0.51%	34
2021 Q2	$1.15M	Sell	13,993 -201	-1%	-$16.5K	0.6%	26
2021 Q1	$1.17M	Sell	14,194 -484	-3%	-$40K	0.67%	25
2020 Q4	$1.22M	Sell	14,678 -1,220	-8%	-$101K	0.76%	23
2020 Q3	$1.32M	Sell	15,898 -1,540	-9%	-$128K	0.97%	18
2020 Q2	$1.45M	Sell	17,438 -4,760	-21%	-$394K	1.15%	17
2020 Q1	$1.82M	Buy	+22,198	New	+$1.8M	1.82%	11

Other funds holding BSV

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

HCA

Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return

Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return

Matthew Hamilton Rosenberg's BSV Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its Vanguard Short-Term Bond ETF (BSV) stake by 3.5% in Q3 2026, selling an estimated $46.9K and leaving 16,689 shares worth $1.28M. The position accounts for 0.23% of the portfolio, ranked #54.

Matthew Hamilton Rosenberg first reported a position in BSV in Q1 2020 and has held it in 27 quarters since. The position peaked at $5.82M in Q1 2022. 71 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Matthew Hamilton Rosenberg held 16,689 shares of Vanguard Short-Term Bond ETF worth $1.28M as of Q3 2026.
Matthew Hamilton Rosenberg sold 607 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $46.9K.
Vanguard Short-Term Bond ETF made up 0.23% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #54 holding.
Matthew Hamilton Rosenberg first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and has held it in 27 quarters since.
Matthew Hamilton Rosenberg's Vanguard Short-Term Bond ETF position peaked at $5.82M in Q1 2022.
71 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.