Moors & Cabot’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Moors & Cabot’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	$585K	Buy	7,510 +1,496	+25%	+$117K	0.02%	524
2026 Q1	$472K	Buy	6,014 +587	+11%	+$46.2K	0.02%	563
2025 Q4	$428K	Buy	5,427 +30	+0.6%	+$2.37K	0.02%	584
2025 Q3	$426K	Buy	5,397 +1,203	+29%	+$94.6K	0.02%	567
2025 Q2	$330K	Buy	4,194 +635	+18%	+$49.6K	0.02%	619
2025 Q1	$279K	Sell	3,559 -6,639	-65%	-$515K	0.01%	662
2024 Q4	$788K	Sell	10,198 -2,083	-17%	-$162K	0.04%	381
2024 Q3	$966K	Sell	12,281 -262	-2%	-$20.4K	0.05%	341
2024 Q2	$962K	Sell	12,543 -96	-0.8%	-$7.32K	0.05%	317
2024 Q1	$969K	Buy	12,639 +9,710	+332%	+$745K	0.05%	318
2023 Q4	$226K	Buy	2,929 +31	+1%	+$2.35K	0.01%	713
2023 Q3	$218K	Buy	+2,898	New	+$218K	0.01%	714

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Moors & Cabot's BSV Position: Q2 2026 in Review

Moors & Cabot increased its Vanguard Short-Term Bond ETF (BSV) stake by 25% in Q2 2026, buying an estimated $117K and bringing the position to 7,510 shares worth $585K. The position accounts for 0.02% of the portfolio, ranked #524.

Moors & Cabot first reported a position in BSV in Q3 2023 and has held it in 12 quarters since. The position peaked at $969K in Q1 2024. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Moors & Cabot held 7,510 shares of Vanguard Short-Term Bond ETF worth $585K as of Q2 2026.
Moors & Cabot bought 1,496 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $117K.
Vanguard Short-Term Bond ETF made up 0.02% of Moors & Cabot's portfolio in Q2 2026, its #524 holding.
Moors & Cabot first reported a position in Vanguard Short-Term Bond ETF in Q3 2023 and has held it in 12 quarters since.
Moors & Cabot's Vanguard Short-Term Bond ETF position peaked at $969K in Q1 2024.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.