Mogy Joel R Investment Counsel’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Mogy Joel R Investment Counsel’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	$769K	Hold	9,875	–	–	0.04%	75
2026 Q1	$774K	Sell	9,875 -3,075	-24%	-$242K	0.05%	70
2025 Q4	$1.02M	Buy	12,950 +300	+2%	+$23.7K	0.06%	65
2025 Q3	$998K	Sell	12,650 -150	-1%	-$11.8K	0.05%	64
2025 Q2	$1.01M	Hold	12,800	–	–	0.06%	63
2025 Q1	$1M	Sell	12,800 -300	-2%	-$23.3K	0.06%	64
2024 Q4	$1.01M	Buy	13,100 +250	+2%	+$19.4K	0.06%	70
2024 Q3	$1.01M	Sell	12,850 -350	-3%	-$27.3K	0.06%	68
2024 Q2	$1.01M	Hold	13,200	–	–	0.06%	67
2024 Q1	$1.01M	Sell	13,200 -700	-5%	-$53.7K	0.07%	70
2023 Q4	$1.07M	Sell	13,900 -1,200	-8%	-$90.8K	0.08%	66
2023 Q3	$1.14M	Hold	15,100	–	–	0.1%	65
2023 Q2	$1.14M	Hold	15,100	–	–	0.09%	71
2023 Q1	$1.15M	Buy	+15,100	New	+$1.14M	0.1%	71

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mogy Joel R Investment Counsel's BSV Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 9,875 shares worth $769K. The position accounts for 0.04% of the portfolio, ranked #75.

Mogy Joel R Investment Counsel first reported a position in BSV in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.15M in Q1 2023. 711 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Mogy Joel R Investment Counsel held 9,875 shares of Vanguard Short-Term Bond ETF worth $769K as of Q2 2026.
Mogy Joel R Investment Counsel left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.04% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #75 holding.
Mogy Joel R Investment Counsel first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and has held it in 14 quarters since.
Mogy Joel R Investment Counsel's Vanguard Short-Term Bond ETF position peaked at $1.15M in Q1 2023.
711 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.