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MGO Private Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

MGO Private Wealth’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 		$234K Sell
2,987
-1,115
-27% -$87.8K 1.26% 24
2025
Q4 		$323K Sell
4,102
-28
-0.7% -$2.21K 0.2% 51
2025
Q3 		$326K Sell
4,130
-27
-0.6% -$2.12K 0.2% 54
2025
Q2 		$327K Sell
4,157
-2,449
-37% -$191K 0.21% 51
2025
Q1 		$517K Hold
6,606
– – 0.36% 41
2024
Q4 		$510K Sell
6,606
-2,145
-25% -$166K 0.36% 42
2024
Q3 		$689K Sell
8,751
-359
-4% -$28K 0.49% 33
2024
Q2 		$699K Sell
9,110
-367
-4% -$28K 0.44% 39
2024
Q1 		$727K Sell
9,477
-1,427
-13% -$109K 0.46% 36
2023
Q4 		$840K Sell
10,904
-293
-3% -$22.2K 0.58% 32
2023
Q3 		$842K Sell
11,197
-1,244
-10% -$93.8K 0.63% 34
2023
Q2 		$940K Sell
12,441
-95
-0.8% -$7.24K 0.71% 31
2023
Q1 		$959K Sell
12,536
-119,037
-90% -$9.02M 0.75% 31
2022
Q4 		$9.9M Sell
131,573
-111,544
-46% -$8.37M 4.52% 4
2022
Q3 		$18.2M Buy
+243,117
New +$18.6M 8.65% 2

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

MGO Private Wealth's BSV Position: Q1 2026 in Review

MGO Private Wealth reduced its Vanguard Short-Term Bond ETF (BSV) stake by 27% in Q1 2026, selling an estimated $87.8K and leaving 2,987 shares worth $234K. The position accounts for 1.26% of the portfolio, ranked #24.

MGO Private Wealth first reported a position in BSV in Q3 2022 and has held it in 15 quarters since. The position peaked at $18.2M in Q3 2022. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • MGO Private Wealth held 2,987 shares of Vanguard Short-Term Bond ETF worth $234K as of Q1 2026.
  • MGO Private Wealth sold 1,115 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $87.8K.
  • Vanguard Short-Term Bond ETF made up 1.26% of MGO Private Wealth's portfolio in Q1 2026, its #24 holding.
  • MGO Private Wealth first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • MGO Private Wealth's Vanguard Short-Term Bond ETF position peaked at $18.2M in Q3 2022.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.