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Morris Financial Concepts’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Morris Financial Concepts’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 		$12.3M Buy
157,721
+10,285
+7% +$803K 3.77% 5
2026
Q1 		$11.6M Buy
147,436
+49,779
+51% +$3.92M 3.92% 5
2025
Q4 		$7.7M Buy
97,657
+9,083
+10% +$717K 2.7% 10
2025
Q3 		$6.99M Buy
88,574
+8,306
+10% +$653K 2.52% 10
2025
Q2 		$6.32M Buy
80,268
+662
+0.8% +$51.8K 2.51% 10
2025
Q1 		$6.23M Buy
79,606
+3,948
+5% +$306K 2.61% 10
2024
Q4 		$5.85M Buy
75,658
+4,873
+7% +$378K 2.51% 11
2024
Q3 		$5.57M Buy
70,785
+4,506
+7% +$351K 2.39% 11
2024
Q2 		$5.08M Buy
66,279
+10,027
+18% +$765K 2.43% 11
2024
Q1 		$4.31M Buy
56,252
+17,682
+46% +$1.36M 2.21% 11
2023
Q4 		$2.97M Buy
38,570
+6,072
+19% +$460K 1.7% 13
2023
Q3 		$2.44M Buy
32,498
+20,551
+172% +$1.55M 1.62% 14
2023
Q2 		$903K Buy
11,947
+7,210
+152% +$549K 0.58% 32
2023
Q1 		$362K Buy
4,737
+1,140
+32% +$86.4K 0.26% 53
2022
Q4 		$271K Buy
3,597
+258
+8% +$19.4K 0.22% 66
2022
Q3 		$250K Sell
3,339
-67
-2% -$5.12K 0.26% 56
2022
Q2 		$262K Buy
+3,406
New +$262K 0.25% 55

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

Morris Financial Concepts's BSV Position: Q2 2026 in Review

Morris Financial Concepts increased its Vanguard Short-Term Bond ETF (BSV) stake by 7% in Q2 2026, buying an estimated $803K and bringing the position to 157,721 shares worth $12.3M. The position accounts for 3.77% of the portfolio, ranked #5.

Morris Financial Concepts first reported a position in BSV in Q2 2022 and has held it in 17 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Morris Financial Concepts held 157,721 shares of Vanguard Short-Term Bond ETF worth $12.3M as of Q2 2026.
  • Morris Financial Concepts bought 10,285 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $803K.
  • Vanguard Short-Term Bond ETF made up 3.77% of Morris Financial Concepts's portfolio in Q2 2026, its #5 holding.
  • Morris Financial Concepts first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.