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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
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

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Moller Wealth Partners's BSV Position: Q2 2026 in Review

Moller Wealth Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.3% in Q2 2026, buying an estimated $45.3K and bringing the position to 45,604 shares worth $3.55M. The position accounts for 0.64% of the portfolio, ranked #28.

Moller Wealth Partners first reported a position in BSV in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.23M in Q1 2023. 567 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Moller Wealth Partners held 45,604 shares of Vanguard Short-Term Bond ETF worth $3.55M as of Q2 2026.
  • Moller Wealth Partners bought 581 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $45.3K.
  • Vanguard Short-Term Bond ETF made up 0.64% of Moller Wealth Partners's portfolio in Q2 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 22 quarters since.
  • Moller Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $6.23M in Q1 2023.
  • 567 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.