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 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

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

Matthew Hamilton Rosenberg's BSV Position: Q2 2026 in Review

Matthew Hamilton Rosenberg reduced its Vanguard Short-Term Bond ETF (BSV) stake by 18% in Q2 2026, selling an estimated $292K and leaving 17,296 shares worth $1.35M. The position accounts for 0.25% of the portfolio, ranked #46.

Matthew Hamilton Rosenberg first reported a position in BSV in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.82M in Q1 2022. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Matthew Hamilton Rosenberg held 17,296 shares of Vanguard Short-Term Bond ETF worth $1.35M as of Q2 2026.
Matthew Hamilton Rosenberg sold 3,747 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $292K.
Vanguard Short-Term Bond ETF made up 0.25% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #46 holding.
Matthew Hamilton Rosenberg first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and has held it in 26 quarters since.
Matthew Hamilton Rosenberg's Vanguard Short-Term Bond ETF position peaked at $5.82M in Q1 2022.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.