MIS
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Morningstar Investment Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Morningstar Investment Services’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
Q1 		$4.61M Sell
58,842
-167,188
-74% -$13M 0.84% 27
2024
Q4 		$17.5M Sell
226,030
-1,007,166
-82% -$78.2M 1.59% 11
2024
Q3 		$97.2M Sell
1,233,196
-507,912
-29% -$39.6M 0.99% 27
2024
Q2 		$134M Sell
1,741,108
-20,718
-1% -$1.58M 1.45% 15
2024
Q1 		$135M Sell
1,761,826
-2,010,700
-53% -$154M 1.49% 13
2023
Q4 		$290M Buy
3,772,526
+1,864,442
+98% +$141M 1.64% 13
2023
Q3 		$143M Buy
1,908,084
+211,092
+12% +$15.9M 1.84% 10
2023
Q2 		$128M Buy
1,696,992
+972
+0.1% +$74.1K 1.65% 13
2023
Q1 		$129M Sell
1,696,020
-19,918
-1% -$1.51M 1.74% 11
2022
Q4 		$130M Sell
1,715,938
-277,603
-14% -$20.8M 1.77% 14
2022
Q3 		$149M Sell
1,993,541
-128,540
-6% -$9.82M 2.11% 8
2022
Q2 		$162M Sell
2,122,081
-266,453
-11% -$20.5M 2.18% 8
2022
Q1 		$186M Buy
2,388,534
+48,208
+2% +$3.83M 2.07% 7
2021
Q4 		$189M Sell
2,340,326
-406,828
-15% -$33.1M 2.1% 9
2021
Q3 		$225M Buy
2,747,154
+97,382
+4% +$8M 2.66% 6
2021
Q2 		$218M Buy
2,649,772
+262,230
+11% +$21.6M 2.61% 7
2021
Q1 		$196M Sell
2,387,542
-47,122
-2% -$3.89M 2.56% 7
2020
Q4 		$202M Buy
2,434,664
+59,783
+3% +$4.95M 2.81% 4
2020
Q3 		$197M Buy
2,374,881
+196,091
+9% +$16.3M 3.06% 3
2020
Q2 		$181M Sell
2,178,790
-81,150
-4% -$6.71M 2.97% 4
2020
Q1 		$185M Sell
2,259,940
-91,793
-4% -$7.45M 3.37% 3
2019
Q4 		$190M Sell
2,351,733
-118,853
-5% -$9.59M 2.98% 3
2019
Q3 		$200M Sell
2,470,586
-178,110
-7% -$14.4M 3.38% 3
2019
Q2 		$213M Buy
2,648,696
+128,475
+5% +$10.2M 3.51% 3
2019
Q1 		$201M Buy
2,520,221
+66,877
+3% +$5.28M 3.45% 3
2018
Q4 		$193M Buy
2,453,344
+988,808
+68% +$77.1M 3.78% 3
2018
Q3 		$114M Buy
1,464,536
+134,840
+10% +$10.5M 2.06% 6
2018
Q2 		$104M Buy
1,329,696
+644,267
+94% +$50.3M 1.95% 10
2018
Q1 		$53.8M Buy
685,429
+122,060
+22% +$9.59M 1.05% 27
2017
Q4 		$44.6M Buy
563,369
+95,269
+20% +$7.57M 0.9% 37
2017
Q3 		$37.4M Buy
468,100
+52,056
+13% +$4.16M 0.82% 47
2017
Q2 		$33.2M Buy
416,044
+53,554
+15% +$4.28M 0.77% 47
2017
Q1 		$28.9M Buy
362,490
+51,497
+17% +$4.1M 0.73% 51
2016
Q4 		$24.7M Buy
310,993
+17,935
+6% +$1.43M 0.81% 45
2016
Q3 		$23.7M Buy
293,058
+10,820
+4% +$875K 0.69% 48
2016
Q2 		$22.9M Buy
282,238
+35,156
+14% +$2.83M 0.72% 41
2016
Q1 		$19.9M Buy
+247,082
New +$19.8M 0.69% 45

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morningstar Investment Services's BSV Position: Q1 2025 in Review

Morningstar Investment Services reduced its Vanguard Short-Term Bond ETF (BSV) stake by 74% in Q1 2025, selling an estimated $13M and leaving 58,842 shares worth $4.61M. The position accounts for 0.84% of the portfolio, ranked #27.

Morningstar Investment Services first reported a position in BSV in Q1 2016 and has held it in 37 quarters since. The position peaked at $290M in Q4 2023. 1,212 funds tracked by Wall St. Rank hold BSV as of Q1 2025.

  • Morningstar Investment Services held 58,842 shares of Vanguard Short-Term Bond ETF worth $4.61M as of Q1 2025.
  • Morningstar Investment Services sold 167,188 Vanguard Short-Term Bond ETF shares in Q1 2025, an estimated $13M.
  • Vanguard Short-Term Bond ETF made up 0.84% of Morningstar Investment Services's portfolio in Q1 2025, its #27 holding.
  • Morningstar Investment Services first reported a position in Vanguard Short-Term Bond ETF in Q1 2016 and has held it in 37 quarters since.
  • Morningstar Investment Services's Vanguard Short-Term Bond ETF position peaked at $290M in Q4 2023.
  • 1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.