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Moloney Securities Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Moloney Securities Asset 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
2025
Q3 		$2.01M Buy
25,474
+215
+0.9% +$16.9K 0.24% 98
2025
Q2 		$1.99M Buy
25,259
+2,048
+9% +$160K 0.25% 96
2025
Q1 		$1.82M Buy
23,211
+4,199
+22% +$326K 0.25% 97
2024
Q4 		$1.47M Buy
19,012
+1,731
+10% +$134K 0.2% 129
2024
Q3 		$1.36M Buy
17,281
+181
+1% +$14.1K 0.18% 131
2024
Q2 		$1.31M Buy
17,100
+358
+2% +$27.3K 0.19% 130
2024
Q1 		$1.28M Buy
16,742
+442
+3% +$33.9K 0.19% 134
2023
Q4 		$1.26M Buy
16,300
+3,658
+29% +$277K 0.2% 126
2023
Q3 		$950K Buy
12,642
+1,410
+13% +$106K 0.17% 135
2023
Q2 		$849K Buy
11,232
+3,154
+39% +$240K 0.15% 162
2023
Q1 		$618K Buy
8,078
+5,141
+175% +$390K 0.12% 218
2022
Q4 		$221K Buy
+2,937
New +$220K 0.05% 348
2018
Q2 		– Sell
-6,262
Closed -$491K – 302
2018
Q1 		$491K Buy
6,262
+2,795
+81% +$220K 0.2% 143
2017
Q4 		$274K Hold
3,467
– – 0.12% 200
2017
Q3 		$277K Sell
3,467
-54
-2% -$4.32K 0.12% 197
2017
Q2 		$281K Sell
3,521
-815
-19% -$65.1K 0.14% 185
2017
Q1 		$346K Sell
4,336
-795
-15% -$63.3K 0.18% 160
2016
Q4 		$408K Buy
+5,131
New +$410K 0.25% 128

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Moloney Securities Asset Management's BSV Position: Q3 2025 in Review

Moloney Securities Asset Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.85% in Q3 2025, buying an estimated $16.9K and bringing the position to 25,474 shares worth $2.01M. The position accounts for 0.24% of the portfolio, ranked #98.

Moloney Securities Asset Management first reported a position in BSV in Q4 2016 and has held it in 18 quarters since. 1,212 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

  • Moloney Securities Asset Management held 25,474 shares of Vanguard Short-Term Bond ETF worth $2.01M as of Q3 2025.
  • Moloney Securities Asset Management bought 215 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $16.9K.
  • Vanguard Short-Term Bond ETF made up 0.24% of Moloney Securities Asset Management's portfolio in Q3 2025, its #98 holding.
  • Moloney Securities Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and has held it in 18 quarters since.
  • 1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.