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Moseley Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Moseley Investment Management’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 		$212K Buy
+2,703
New +$213K 0.07% 153
2025
Q4 		– Sell
-2,578
Closed -$203K – 166
2025
Q3 		$203K Sell
2,578
-699
-21% -$55K 0.06% 174
2025
Q2 		$258K Sell
3,277
-94
-3% -$7.35K 0.09% 138
2025
Q1 		$264K Sell
3,371
-38
-1% -$2.95K 0.1% 124
2024
Q4 		$263K Sell
3,409
-537
-14% -$41.7K 0.1% 127
2024
Q3 		$311K Sell
3,946
-117
-3% -$9.11K 0.12% 115
2024
Q2 		$312K Sell
4,063
-129
-3% -$9.84K 0.14% 109
2024
Q1 		$321K Buy
4,192
+143
+4% +$11K 0.16% 107
2023
Q4 		$312K Sell
4,049
-1,687
-29% -$128K 0.17% 108
2023
Q3 		$431K Sell
5,736
-27,839
-83% -$2.1M 0.26% 88
2023
Q2 		$2.54M Buy
33,575
+2,901
+9% +$221K 1.48% 17
2023
Q1 		$2.35M Buy
30,674
+3,453
+13% +$262K 1.52% 18
2022
Q4 		$2.05M Buy
27,221
+595
+2% +$44.6K 1.47% 21
2022
Q3 		$1.99M Buy
26,626
+4,106
+18% +$314K 1.46% 18
2022
Q2 		$1.73M Sell
22,520
-13,526
-38% -$1.04M 1.21% 21
2022
Q1 		$2.81M Sell
36,046
-8,026
-18% -$637K 1.52% 13
2021
Q4 		$3.56M Buy
44,072
+1,756
+4% +$143K 1.62% 12
2021
Q3 		$3.47M Buy
42,316
+1,547
+4% +$127K 1.73% 9
2021
Q2 		$3.35M Buy
40,769
+1,626
+4% +$134K 1.65% 9
2021
Q1 		$3.22M Buy
39,143
+3,453
+10% +$285K 1.78% 9
2020
Q4 		$2.96M Buy
35,690
+21,244
+147% +$1.76M 1.72% 8
2020
Q3 		$1.2M Buy
14,446
+4,774
+49% +$397K 0.85% 31
2020
Q2 		$804K Buy
9,672
+765
+9% +$63.3K 0.67% 42
2020
Q1 		$732K Buy
8,907
+630
+8% +$51.2K 0.86% 37
2019
Q4 		$667K Buy
+8,277
New +$668K 0.66% 51

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moseley Investment Management's BSV Position: Q1 2026 in Review

Moseley Investment Management opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q1 2026: 2,703 shares worth $212K. The stake represents 0.07% of the portfolio and ranks #153 among its holdings. This is a return to the name: Moseley Investment Management previously reported a position in BSV as recently as Q3 2025.

Moseley Investment Management first reported a position in BSV in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.56M in Q4 2021. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Moseley Investment Management held 2,703 shares of Vanguard Short-Term Bond ETF worth $212K as of Q1 2026.
  • Vanguard Short-Term Bond ETF was a new Moseley Investment Management position in Q1 2026.
  • Vanguard Short-Term Bond ETF made up 0.07% of Moseley Investment Management's portfolio in Q1 2026, its #153 holding.
  • Moseley Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • Moseley Investment Management's Vanguard Short-Term Bond ETF position peaked at $3.56M in Q4 2021.
  • 1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.