MWM
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Modera Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Modera Wealth Management’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 		$20.2M Buy
259,783
+21,423
+9% +$1.67M 0.22% 81
2026
Q1 		$18.7M Sell
238,360
-9,165
-4% -$722K 0.22% 81
2025
Q4 		$19.5M Buy
247,525
+14,116
+6% +$1.11M 0.23% 84
2025
Q3 		$18.4M Buy
233,409
+6,517
+3% +$512K 0.21% 88
2025
Q2 		$17.9M Buy
226,892
+1,363
+0.6% +$107K 0.22% 87
2025
Q1 		$17.7M Sell
225,529
-1,547
-0.7% -$120K 0.24% 85
2024
Q4 		$17.5M Buy
227,076
+2,742
+1% +$213K 0.21% 89
2024
Q3 		$17.7M Buy
224,334
+6,875
+3% +$536K 0.22% 84
2024
Q2 		$16.7M Buy
217,459
+12,892
+6% +$984K 0.25% 83
2024
Q1 		$15.7M Buy
204,567
+16,897
+9% +$1.3M 0.24% 81
2023
Q4 		$14.5M Sell
187,670
-8,612
-4% -$652K 0.24% 79
2023
Q3 		$14.8M Sell
196,282
-1,505
-0.8% -$113K 0.28% 76
2023
Q2 		$14.9M Buy
197,787
+1,761
+0.9% +$134K 0.27% 76
2023
Q1 		$15M Buy
196,026
+2,198
+1% +$167K 0.58% 40
2022
Q4 		$14.6M Buy
193,828
+67,604
+54% +$5.07M 0.59% 39
2022
Q3 		$9.44M Sell
126,224
-87,009
-41% -$6.65M 0.48% 40
2022
Q2 		$16.4M Sell
213,233
-49,988
-19% -$3.85M 0.78% 33
2022
Q1 		$20.5M Sell
263,221
-20,181
-7% -$1.6M 0.91% 29
2021
Q4 		$22.9M Buy
+283,402
New +$23M 0.87% 26

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

Modera Wealth Management's BSV Position: Q2 2026 in Review

Modera Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 9% in Q2 2026, buying an estimated $1.67M and bringing the position to 259,783 shares worth $20.2M. The position accounts for 0.22% of the portfolio, ranked #81.

Modera Wealth Management first reported a position in BSV in Q4 2021 and has held it in 19 quarters since. The position peaked at $22.9M in Q4 2021. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Modera Wealth Management held 259,783 shares of Vanguard Short-Term Bond ETF worth $20.2M as of Q2 2026.
  • Modera Wealth Management bought 21,423 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.67M.
  • Vanguard Short-Term Bond ETF made up 0.22% of Modera Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Modera Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Modera Wealth Management's Vanguard Short-Term Bond ETF position peaked at $22.9M in Q4 2021.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.