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Mezzasalma Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Mezzasalma Advisors’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 		– Sell
-27,589
Closed -$2.17M – 159
2025
Q4 		$2.17M Sell
27,589
-8,334
-23% -$658K 0.52% 44
2025
Q3 		$2.83M Buy
+35,923
New +$2.82M 0.73% 35

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Mezzasalma Advisors's BSV Position: Q1 2026 in Review

Mezzasalma Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 27,589 shares — an estimated $2.17M sold.

Mezzasalma Advisors first reported a position in BSV in Q3 2025 and held it in 2 quarters. The position peaked at $2.83M in Q3 2025. 1,338 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Mezzasalma Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Mezzasalma Advisors sold 27,589 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $2.17M.
  • Mezzasalma Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2025 and held it in 2 quarters.
  • Mezzasalma Advisors's Vanguard Short-Term Bond ETF position peaked at $2.83M in Q3 2025.
  • 1,338 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.