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Moneta Group Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Moneta Group Investment 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
Q1 		$5.57M Sell
70,976
-2,834
-4% -$223K 0.04% 157
2025
Q4 		$5.82M Buy
73,810
+4,250
+6% +$335K 0.04% 150
2025
Q3 		$5.49M Buy
69,560
+2,042
+3% +$161K 0.04% 154
2025
Q2 		$5.31M Sell
67,518
-1,050
-2% -$82.1K 0.06% 134
2025
Q1 		$5.37M Sell
68,568
-360
-0.5% -$27.9K 0.07% 126
2024
Q4 		$5.33M Buy
68,928
+3,066
+5% +$238K 0.07% 122
2024
Q3 		$5.18M Sell
65,862
-85
-0.1% -$6.62K 0.08% 123
2024
Q2 		$5.06M Buy
65,947
+12,365
+23% +$943K 0.08% 121
2024
Q1 		$4.11M Buy
53,582
+3,839
+8% +$294K 0.07% 135
2023
Q4 		$3.83M Buy
49,743
+982
+2% +$74.3K 0.08% 132
2023
Q3 		$3.67M Buy
48,761
+16,610
+52% +$1.25M 0.08% 123
2023
Q2 		$2.43M Buy
32,151
+1,739
+6% +$133K 0.05% 151
2023
Q1 		$2.33M Buy
30,412
+5,227
+21% +$396K 0.06% 148
2022
Q4 		$1.92M Buy
25,185
+740
+3% +$55.5K 0.05% 149
2022
Q3 		$1.83M Sell
24,445
-871
-3% -$66.5K 0.07% 141
2022
Q2 		$1.94M Buy
25,316
+4,892
+24% +$377K 0.07% 145
2022
Q1 		$1.59M Buy
20,424
+233
+1% +$18.5K 0.06% 155
2021
Q4 		$1.63M Buy
20,191
+298
+1% +$24.2K 0.07% 154
2021
Q3 		$1.63M Sell
19,893
-15,940
-44% -$1.31M 0.08% 142
2021
Q2 		$2.94M Buy
35,833
+16,269
+83% +$1.34M 0.14% 112
2021
Q1 		$1.61M Buy
19,564
+5,680
+41% +$469K 0.09% 142
2020
Q4 		$1.15M Buy
13,884
+2,409
+21% +$200K 0.08% 135
2020
Q3 		$953K Buy
11,475
+2,091
+22% +$174K 0.08% 125
2020
Q2 		$780K Buy
9,384
+2,716
+41% +$225K 0.07% 123
2020
Q1 		$548K Sell
6,668
-341
-5% -$27.7K 0.06% 142
2019
Q4 		$565K Buy
7,009
+424
+6% +$34.2K 0.05% 160
2019
Q3 		$532K Sell
6,585
-1,524
-19% -$123K 0.05% 160
2019
Q2 		$653K Buy
8,109
+2,895
+56% +$231K 0.06% 142
2019
Q1 		$415K Buy
+5,214
New +$411K 0.04% 156
2018
Q4 		– Sell
-3,383
Closed -$264K – 214
2018
Q3 		$264K Buy
+3,383
New +$264K 0.03% 189
2018
Q2 		– Sell
-546
Closed -$43K – 418
2018
Q1 		$43K Buy
546
+460
+535% +$36.1K 0.01% 334
2017
Q4 		$7K Buy
+86
New +$6.83K ﹤0.01% 360
2017
Q1 		– Sell
-6,366
Closed -$506K – 162
2016
Q4 		$506K Buy
+6,366
New +$509K 0.1% 88

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moneta Group Investment Advisors's BSV Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 3.8% in Q1 2026, selling an estimated $223K and leaving 70,976 shares worth $5.57M. The position accounts for 0.04% of the portfolio, ranked #157.

Moneta Group Investment Advisors first reported a position in BSV in Q4 2016 and has held it in 33 quarters since. The position peaked at $5.82M in Q4 2025. 1,333 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Moneta Group Investment Advisors held 70,976 shares of Vanguard Short-Term Bond ETF worth $5.57M as of Q1 2026.
  • Moneta Group Investment Advisors sold 2,834 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $223K.
  • Vanguard Short-Term Bond ETF made up 0.04% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #157 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and has held it in 33 quarters since.
  • Moneta Group Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $5.82M in Q4 2025.
  • 1,333 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.