Mosley Wealth Management
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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
Q3 		$6.6M Buy
86,171
+7,450
+9% +$576K 1.92% 14
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Mosley Wealth Management's BSV Position: Q3 2026 in Review

Mosley Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 9.5% in Q3 2026, buying an estimated $576K and bringing the position to 86,171 shares worth $6.6M. The position accounts for 1.92% of the portfolio, ranked #14.

Mosley Wealth Management first reported a position in BSV in Q4 2025 and has held it in 4 quarters since. 815 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Mosley Wealth Management held 86,171 shares of Vanguard Short-Term Bond ETF worth $6.6M as of Q3 2026.
  • Mosley Wealth Management bought 7,450 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $576K.
  • Vanguard Short-Term Bond ETF made up 1.92% of Mosley Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Mosley Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 815 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.