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 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 Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Modera Wealth Management's BSV Position: Q1 2026 in Review

Modera Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 3.7% in Q1 2026, selling an estimated $722K and leaving 238,360 shares worth $18.7M. 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 18 quarters since. The position peaked at $22.9M in Q4 2021. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Modera Wealth Management held 238,360 shares of Vanguard Short-Term Bond ETF worth $18.7M as of Q1 2026.
Modera Wealth Management sold 9,165 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $722K.
Vanguard Short-Term Bond ETF made up 0.22% of Modera Wealth Management's portfolio in Q1 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 18 quarters since.
Modera Wealth Management's Vanguard Short-Term Bond ETF position peaked at $22.9M in Q4 2021.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.