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 Q3	$350K	Hold	4,575	–	–	0.1%	165
2026 Q2	$356K	Hold	4,575	–	–	0.11%	165
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

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

S.A. Mason's BSV Position: Q3 2026 in Review

S.A. Mason held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2026 at 4,575 shares worth $350K. The position accounts for 0.1% of the portfolio, ranked #165.

S.A. Mason first reported a position in BSV in Q4 2019 and has held it in 28 quarters since. The position peaked at $721K in Q4 2020. 429 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

S.A. Mason held 4,575 shares of Vanguard Short-Term Bond ETF worth $350K as of Q3 2026.
S.A. Mason left its Vanguard Short-Term Bond ETF share count unchanged in Q3 2026.
Vanguard Short-Term Bond ETF made up 0.1% of S.A. Mason's portfolio in Q3 2026, its #165 holding.
S.A. Mason first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 28 quarters since.
S.A. Mason's Vanguard Short-Term Bond ETF position peaked at $721K in Q4 2020.
429 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.