MWM
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Mosley Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Mosley Wealth 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
Q2 		$6.13M Buy
78,721
+74,581
+1,801% +$5.82M 1.95% 16
2026
Q1 		$327K Sell
4,140
-793
-16% -$62.4K 0.15% 123
2025
Q4 		$389K Buy
+4,933
New +$389K 0.18% 117

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Mosley Wealth Management's BSV Position: Q2 2026 in Review

Mosley Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 1,801% in Q2 2026, buying an estimated $5.82M and bringing the position to 78,721 shares worth $6.13M. The position accounts for 1.95% of the portfolio, ranked #16.

Mosley Wealth Management first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. 897 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Mosley Wealth Management held 78,721 shares of Vanguard Short-Term Bond ETF worth $6.13M as of Q2 2026.
  • Mosley Wealth Management bought 74,581 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $5.82M.
  • Vanguard Short-Term Bond ETF made up 1.95% of Mosley Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Mosley Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 897 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.