SAM
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S.A. Mason’s Vanguard Short-Term Bond ETF BSV Stock Holding History

S.A. Mason’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 		$359K Sell
4,575
-25
-0.5% -$1.97K 0.13% 146
2025
Q4 		$363K Hold
4,600
– – 0.14% 140
2025
Q3 		$363K Hold
4,600
– – 0.16% 131
2025
Q2 		$362K Hold
4,600
– – 0.18% 126
2025
Q1 		$360K Buy
4,600
+15
+0.3% +$1.16K 0.19% 120
2024
Q4 		$354K Sell
4,585
-50
-1% -$3.88K 0.19% 122
2024
Q3 		$365K Sell
4,635
-50
-1% -$3.9K 0.19% 115
2024
Q2 		$359K Sell
4,685
-20
-0.4% -$1.53K 0.2% 111
2024
Q1 		$361K Sell
4,705
-200
-4% -$15.3K 0.22% 113
2023
Q4 		$378K Hold
4,905
– – 0.25% 105
2023
Q3 		$369K Hold
4,905
– – 0.27% 104
2023
Q2 		$375K Hold
4,905
– – 0.27% 101
2023
Q1 		$375K Hold
4,905
– – 0.27% 101
2022
Q4 		$369K Sell
4,905
-2,605
-35% -$195K 0.28% 100
2022
Q3 		$562K Sell
7,510
-110
-1% -$8.4K 0.44% 57
2022
Q2 		$585K Sell
7,620
-1,075
-12% -$82.8K 0.43% 60
2022
Q1 		$677K Hold
8,695
– – 0.42% 63
2021
Q4 		$703K Hold
8,695
– – 0.42% 64
2021
Q3 		$712K Hold
8,695
– – 0.47% 57
2021
Q2 		$714K Hold
8,695
– – 0.49% 58
2021
Q1 		$715K Hold
8,695
– – 0.53% 51
2020
Q4 		$721K Buy
8,695
+1,227
+16% +$102K 0.6% 47
2020
Q3 		$620K Buy
7,468
+80
+1% +$6.65K 0.59% 51
2020
Q2 		$614K Buy
7,388
+1,175
+19% +$97.2K 0.65% 45
2020
Q1 		$511K Buy
6,213
+455
+8% +$36.9K 0.62% 43
2019
Q4 		$464K Buy
+5,758
New +$465K 0.44% 68

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

S.A. Mason's BSV Position: Q1 2026 in Review

S.A. Mason reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.54% in Q1 2026, selling an estimated $1.97K and leaving 4,575 shares worth $359K. The position accounts for 0.13% of the portfolio, ranked #146.

S.A. Mason first reported a position in BSV in Q4 2019 and has held it in 26 quarters since. The position peaked at $721K in Q4 2020. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • S.A. Mason held 4,575 shares of Vanguard Short-Term Bond ETF worth $359K as of Q1 2026.
  • S.A. Mason sold 25 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $1.97K.
  • Vanguard Short-Term Bond ETF made up 0.13% of S.A. Mason's portfolio in Q1 2026, its #146 holding.
  • S.A. Mason first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • S.A. Mason's Vanguard Short-Term Bond ETF position peaked at $721K in Q4 2020.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.