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

MONECO 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
Q2 		$458K Sell
5,883
-1,640
-22% -$128K 0.03% 384
2026
Q1 		$590K Sell
7,523
-527
-7% -$41.5K 0.05% 281
2025
Q4 		$634K Buy
8,050
+860
+12% +$67.8K 0.05% 264
2025
Q3 		$567K Sell
7,190
-299
-4% -$23.5K 0.05% 279
2025
Q2 		$589K Sell
7,489
-2,536
-25% -$198K 0.05% 263
2025
Q1 		$785K Sell
10,025
-1,134
-10% -$88K 0.08% 206
2024
Q4 		$862K Sell
11,159
-401
-3% -$31.1K 0.09% 196
2024
Q3 		$910K Buy
11,560
+1,284
+12% +$100K 0.11% 167
2024
Q2 		$788K Sell
10,276
-248
-2% -$18.9K 0.12% 173
2024
Q1 		$807K Sell
10,524
-1,092
-9% -$83.8K 0.13% 175
2023
Q4 		$895K Sell
11,616
-83
-0.7% -$6.28K 0.17% 145
2023
Q3 		$879K Sell
11,699
-1,321
-10% -$99.6K 0.24% 105
2023
Q2 		$984K Buy
13,020
+184
+1% +$14K 0.27% 97
2023
Q1 		$982K Sell
12,836
-2,899
-18% -$220K 0.29% 88
2022
Q4 		$1.18M Sell
15,735
-5,793
-27% -$435K 0.43% 54
2022
Q3 		$1.61M Sell
21,528
-3,385
-14% -$259K 0.64% 38
2022
Q2 		$1.91M Buy
24,913
+11,175
+81% +$861K 0.74% 29
2022
Q1 		$1.07M Sell
13,738
-430
-3% -$34.1K 0.39% 59
2021
Q4 		$1.13M Sell
14,168
-778
-5% -$63.3K 0.43% 55
2021
Q3 		$1.23M Buy
14,946
+2,086
+16% +$171K 0.48% 49
2021
Q2 		$1.06M Sell
12,860
-290
-2% -$23.9K 0.49% 50
2021
Q1 		$1.08M Buy
13,150
+1,091
+9% +$90.1K 0.53% 47
2020
Q4 		$998K Buy
12,059
+165
+1% +$13.7K 0.55% 43
2020
Q3 		$988K Buy
11,894
+6,028
+103% +$501K 0.63% 36
2020
Q2 		$488K Buy
5,866
+3,166
+117% +$262K 0.38% 65
2020
Q1 		$222K Buy
2,700
+8
+0.3% +$650 0.23% 102
2019
Q4 		$217K Buy
+2,692
New +$217K 0.15% 134

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

MONECO Advisors's BSV Position: Q2 2026 in Review

MONECO Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 22% in Q2 2026, selling an estimated $128K and leaving 5,883 shares worth $458K. The position accounts for 0.03% of the portfolio, ranked #384.

MONECO Advisors first reported a position in BSV in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.91M in Q2 2022. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • MONECO Advisors held 5,883 shares of Vanguard Short-Term Bond ETF worth $458K as of Q2 2026.
  • MONECO Advisors sold 1,640 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $128K.
  • Vanguard Short-Term Bond ETF made up 0.03% of MONECO Advisors's portfolio in Q2 2026, its #384 holding.
  • MONECO Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • MONECO Advisors's Vanguard Short-Term Bond ETF position peaked at $1.91M in Q2 2022.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.