Moller Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Moller Wealth Partners’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 Q3	$3.34M	Sell	43,762 -1,842	-4%	-$142K	0.61%	28
2026 Q2	$3.55M	Buy	45,604 +581	+1%	+$45.3K	0.64%	28
2026 Q1	$3.53M	Buy	45,023 +701	+2%	+$55.2K	0.7%	27
2025 Q4	$3.49M	Sell	44,322 -1,751	-4%	-$138K	0.73%	27
2025 Q3	$3.64M	Sell	46,073 -3,177	-6%	-$250K	0.76%	26
2025 Q2	$3.88M	Buy	49,250 +1,332	+3%	+$104K	0.86%	26
2025 Q1	$3.75M	Sell	47,918 -3,675	-7%	-$285K	0.93%	24
2024 Q4	$3.99M	Sell	51,593 -1,521	-3%	-$118K	1.05%	23
2024 Q3	$4.18M	Sell	53,114 -78	-0.1%	-$6.08K	1.04%	23
2024 Q2	$4.08M	Buy	53,192 +2	+0%	+$153	1.09%	23
2024 Q1	$4.08M	Sell	53,190 -5,503	-9%	-$422K	1.1%	23
2023 Q4	$4.52M	Sell	58,693 -18,167	-24%	-$1.38M	1.27%	23
2023 Q3	$5.78M	Sell	76,860 -2,858	-4%	-$215K	1.84%	22
2023 Q2	$6.02M	Sell	79,718 -1,680	-2%	-$128K	1.84%	22
2023 Q1	$6.23M	Buy	81,398 +2,872	+4%	+$218K	1.92%	22
2022 Q4	$5.91M	Buy	78,526 +2,769	+4%	+$208K	1.9%	21
2022 Q3	$5.67M	Sell	75,757 -15	-0%	-$1.15K	2.04%	19
2022 Q2	$5.82M	Buy	75,772 +69,437	+1,096%	+$5.35M	1.97%	19
2022 Q1	$493K	Buy	6,335 +1,290	+26%	+$102K	0.15%	37
2021 Q4	$408K	Sell	5,045 -756	-13%	-$61.5K	0.13%	38
2021 Q3	$475K	Buy	5,801 +46	+0.8%	+$3.78K	0.16%	37
2021 Q2	$473K	Buy	5,755 +2,256	+64%	+$186K	0.16%	37
2021 Q1	$288K	Buy	+3,499	New	+$289K	0.1%	41

Other funds holding BSV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Moller Wealth Partners's BSV Position: Q3 2026 in Review

Moller Wealth Partners reduced its Vanguard Short-Term Bond ETF (BSV) stake by 4% in Q3 2026, selling an estimated $142K and leaving 43,762 shares worth $3.34M. The position accounts for 0.61% of the portfolio, ranked #28.

Moller Wealth Partners first reported a position in BSV in Q1 2021 and has held it in 23 quarters since. The position peaked at $6.23M in Q1 2023. 1,081 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Moller Wealth Partners held 43,762 shares of Vanguard Short-Term Bond ETF worth $3.34M as of Q3 2026.
Moller Wealth Partners sold 1,842 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $142K.
Vanguard Short-Term Bond ETF made up 0.61% of Moller Wealth Partners's portfolio in Q3 2026, its #28 holding.
Moller Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and has held it in 23 quarters since.
Moller Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $6.23M in Q1 2023.
1,081 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Moller Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.