Mustard Seed Financial’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Mustard Seed Financial’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	$16.8M	Buy	215,391 +11,158	+5%	+$871K	8.72%	1
2026 Q1	$16M	Buy	204,233 +3,341	+2%	+$263K	9.6%	1
2025 Q4	$15.8M	Buy	200,892 +4,587	+2%	+$362K	9.95%	1
2025 Q3	$15.5M	Sell	196,305 -2,039	-1%	-$160K	9.96%	1
2025 Q2	$15.6M	Buy	198,344 +1,443	+0.7%	+$113K	11.24%	1
2025 Q1	$15.4M	Sell	196,901 -2,356	-1%	-$183K	12.4%	1
2024 Q4	$15.4M	Buy	199,257 +6,969	+4%	+$541K	12.51%	1
2024 Q3	$15.1M	Buy	192,288 +22,639	+13%	+$1.76M	12.56%	1
2024 Q2	$13M	Sell	169,649 -105	-0.1%	-$8.01K	12.45%	1
2024 Q1	$13M	Sell	169,754 -6,356	-4%	-$488K	12.99%	1
2023 Q4	$13.6M	Buy	+176,110	New	+$13.3M	15.32%	1

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mustard Seed Financial's BSV Position: Q2 2026 in Review

Mustard Seed Financial increased its Vanguard Short-Term Bond ETF (BSV) stake by 5.5% in Q2 2026, buying an estimated $871K and bringing the position to 215,391 shares worth $16.8M. The position accounts for 8.72% of the portfolio, ranked #1.

Mustard Seed Financial first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. 1,359 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Mustard Seed Financial held 215,391 shares of Vanguard Short-Term Bond ETF worth $16.8M as of Q2 2026.
Mustard Seed Financial bought 11,158 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $871K.
Vanguard Short-Term Bond ETF made up 8.72% of Mustard Seed Financial's portfolio in Q2 2026, its #1 holding.
Mustard Seed Financial first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,359 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Mustard Seed Financial's 13F filing for Q2 2026, filed 5 Aug 2026.