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

Modus 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
-120
Closed -$9.46K – 144
2025
Q4 		$9.46K Buy
+120
New +$9.47K ﹤0.01% 267
2025
Q1 		– Sell
-204
Closed -$15.7K – 132
2024
Q4 		$15.7K Buy
+204
New +$15.8K ﹤0.01% 206
2023
Q2 		– Sell
-3,461
Closed -$265K – 101
2023
Q1 		$265K Sell
3,461
-1,240
-26% -$94K 0.12% 91
2022
Q4 		$354K Sell
4,701
-60,554
-93% -$4.54M 0.17% 79
2022
Q3 		$4.88M Sell
65,255
-237
-0.4% -$18.1K 2.57% 10
2022
Q2 		$5.03M Sell
65,492
-3,917
-6% -$302K 2.55% 9
2022
Q1 		$5.41M Sell
69,409
-2,892
-4% -$230K 2.37% 12
2021
Q4 		$5.84M Sell
72,301
-2,390
-3% -$194K 2.49% 12
2021
Q3 		$6.12M Buy
74,691
+2,189
+3% +$180K 2.65% 11
2021
Q2 		$5.96M Sell
72,502
-1,691
-2% -$139K 2.51% 12
2021
Q1 		$6.1M Buy
74,193
+3,810
+5% +$315K 2.83% 10
2020
Q4 		$5.83M Sell
70,383
-619
-0.9% -$51.3K 3.02% 9
2020
Q3 		$5.9M Sell
71,002
-3,240
-4% -$269K 3.39% 8
2020
Q2 		$6.17M Sell
74,242
-13,224
-15% -$1.09M 4.02% 6
2020
Q1 		$7.19M Buy
87,466
+732
+0.8% +$59.4K 6.66% 4
2019
Q4 		$6.99M Buy
+86,734
New +$7M 5.51% 6

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

Modus Advisors's BSV Position: Q1 2026 in Review

Modus Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 120 shares — an estimated $9.46K sold.

Modus Advisors first reported a position in BSV in Q4 2019 and held it in 16 quarters. The position peaked at $7.19M in Q1 2020. 1,338 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Modus Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Modus Advisors sold 120 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $9.46K.
  • Modus Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 16 quarters.
  • Modus Advisors's Vanguard Short-Term Bond ETF position peaked at $7.19M in Q1 2020.
  • 1,338 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.