25 LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

25 LLC’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
2023 Q3	–	Sell	-239	Closed	-$18.2K	–	113
2023 Q2	$18.2K	Hold	239	–	–	0.01%	122
2023 Q1	$18.3K	Buy	+239	New	+$18.1K	0.01%	120

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

25 LLC's BSV Position: Q3 2023 in Review

25 LLC sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2023, closing a stake of 239 shares — an estimated $18.2K sold.

25 LLC first reported a position in BSV in Q1 2023 and held it in 2 quarters. The position peaked at $18.3K in Q1 2023. 1,127 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

25 LLC reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
25 LLC sold 239 Vanguard Short-Term Bond ETF shares in Q3 2023, an estimated $18.2K.
25 LLC first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and held it in 2 quarters.
25 LLC's Vanguard Short-Term Bond ETF position peaked at $18.3K in Q1 2023.
1,127 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on 25 LLC's 13F filing for Q3 2023, filed 18 Oct 2023.