Money Concepts Capital’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Money Concepts Capital’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	$327K	Buy	4,172 +309	+8%	+$24.3K	0.02%	449
2025 Q4	$304K	Sell	3,863 -61	-2%	-$4.81K	0.02%	421
2025 Q3	$310K	Buy	3,924 +126	+3%	+$9.91K	0.02%	389
2025 Q2	$299K	Buy	+3,798	New	+$297K	0.02%	374
2023 Q1	–	Sell	-5,366	Closed	-$404K	–	790
2022 Q4	$404K	Sell	5,366 -43,818	-89%	-$3.29M	0.02%	485
2022 Q3	$3.68M	Buy	49,184 +45,526	+1,245%	+$3.48M	0.22%	88
2022 Q2	$282K	Sell	3,658 -4,606	-56%	-$355K	0.03%	349
2022 Q1	$644K	Buy	8,264 +5,242	+173%	+$416K	0.04%	381
2021 Q4	$244K	Buy	+3,022	New	+$246K	0.02%	451
2021 Q1	$184K	Sell	2,239 -758	-25%	-$62.6K	0.01%	471
2020 Q4	$248K	Buy	+2,997	New	+$248K	0.02%	383

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Money Concepts Capital's BSV Position: Q1 2026 in Review

Money Concepts Capital increased its Vanguard Short-Term Bond ETF (BSV) stake by 8% in Q1 2026, buying an estimated $24.3K and bringing the position to 4,172 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #449.

Money Concepts Capital first reported a position in BSV in Q4 2020 and has held it in 11 quarters since. The position peaked at $3.68M in Q3 2022. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Money Concepts Capital held 4,172 shares of Vanguard Short-Term Bond ETF worth $327K as of Q1 2026.
Money Concepts Capital bought 309 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $24.3K.
Vanguard Short-Term Bond ETF made up 0.02% of Money Concepts Capital's portfolio in Q1 2026, its #449 holding.
Money Concepts Capital first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 11 quarters since.
Money Concepts Capital's Vanguard Short-Term Bond ETF position peaked at $3.68M in Q3 2022.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.