AWM
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Accel Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Accel 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
2025
Q3 		– Sell
-2,563
Closed -$202K – 280
2025
Q2 		$202K Buy
2,563
+5
+0.2% +$391 0.07% 257
2025
Q1 		$200K Sell
2,558
-325
-11% -$25.2K 0.07% 243
2024
Q4 		$223K Buy
2,883
+8
+0.3% +$621 0.08% 221
2024
Q3 		$226K Sell
2,875
-68
-2% -$5.3K 0.08% 219
2024
Q2 		$226K Sell
2,943
-94
-3% -$7.17K 0.09% 207
2024
Q1 		$233K Sell
3,037
-139
-4% -$10.7K 0.1% 189
2023
Q4 		$245K Buy
3,176
+7
+0.2% +$530 0.12% 160
2023
Q3 		$238K Sell
3,169
-20
-0.6% -$1.51K 0.13% 147
2023
Q2 		$241K Buy
3,189
+1,857
+139% +$142K 0.13% 143
2023
Q1 		$102K Sell
1,332
-649
-33% -$49.2K 0.04% 316
2022
Q4 		$149K Buy
1,981
+53
+3% +$3.98K 0.07% 191
2022
Q3 		$145K Buy
1,928
+2
+0.1% +$153 0.08% 199
2022
Q2 		$148K Sell
1,926
-30
-2% -$2.31K 0.09% 179
2022
Q1 		$152K Buy
1,956
+2
+0.1% +$159 0.08% 190
2021
Q4 		$158K Buy
1,954
+514
+36% +$41.8K 0.08% 192
2021
Q3 		$118K Sell
1,440
-504
-26% -$41.4K 0.08% 198
2021
Q2 		$160K Sell
1,944
-10,553
-84% -$868K 0.11% 177
2021
Q1 		$1.03M Buy
12,497
+5,115
+69% +$422K 0.83% 26
2020
Q4 		$612K Buy
+7,382
New +$612K 0.57% 40

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Accel Wealth Management's BSV Position: Q3 2025 in Review

Accel Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2025, closing a stake of 2,563 shares — an estimated $202K sold.

Accel Wealth Management first reported a position in BSV in Q4 2020 and held it in 19 quarters. The position peaked at $1.03M in Q1 2021. 1,212 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

  • Accel Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Accel Wealth Management sold 2,563 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $202K.
  • Accel Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 19 quarters.
  • Accel Wealth Management's Vanguard Short-Term Bond ETF position peaked at $1.03M in Q1 2021.
  • 1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on Accel Wealth Management's 13F filing for Q3 2025, filed 8 Oct 2025.