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Mosaic Family Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Mosaic Family Wealth Partners’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 		$2.27M Buy
29,104
+663
+2% +$51.7K 0.15% 106
2026
Q1 		$2.23M Sell
28,441
-1,676
-6% -$132K 0.23% 62
2025
Q4 		$2.37M Sell
30,117
-4,001
-12% -$316K 0.26% 52
2025
Q3 		$2.69M Buy
34,118
+3,506
+11% +$276K 0.31% 41
2025
Q2 		$2.41M Buy
30,612
+1,031
+3% +$80.6K 0.31% 41
2025
Q1 		$2.32M Buy
29,581
+5,358
+22% +$416K 0.33% 36
2024
Q4 		$1.87M Buy
24,223
+1,195
+5% +$92.7K 0.27% 40
2024
Q3 		$1.81M Buy
23,028
+1,922
+9% +$150K 0.27% 41
2024
Q2 		$1.62M Buy
21,106
+391
+2% +$29.8K 0.26% 44
2024
Q1 		$1.59M Buy
20,715
+6,654
+47% +$510K 0.26% 44
2023
Q4 		$1.08M Sell
14,061
-4,852
-26% -$367K 0.19% 64
2023
Q3 		$1.42M Sell
18,913
-386
-2% -$29.1K 0.28% 40
2023
Q2 		$1.46M Sell
19,299
-2,236
-10% -$170K 0.29% 43
2023
Q1 		$1.65M Sell
21,535
-181
-0.8% -$13.7K 0.34% 39
2022
Q4 		$1.63M Buy
+21,716
New +$1.63M 0.46% 37

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

Mosaic Family Wealth Partners's BSV Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.3% in Q2 2026, buying an estimated $51.7K and bringing the position to 29,104 shares worth $2.27M. The position accounts for 0.15% of the portfolio, ranked #106.

Mosaic Family Wealth Partners first reported a position in BSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.69M in Q3 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Mosaic Family Wealth Partners held 29,104 shares of Vanguard Short-Term Bond ETF worth $2.27M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 663 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $51.7K.
  • Vanguard Short-Term Bond ETF made up 0.15% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #106 holding.
  • Mosaic Family Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Mosaic Family Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $2.69M in Q3 2025.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.