AP
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Adero Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Adero Partners’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
Q1 		$1.79M Buy
22,874
+333
+1% +$25.9K 0.12% 65
2024
Q4 		$1.74M Buy
22,541
+355
+2% +$27.6K 0.11% 65
2024
Q3 		$1.75M Sell
22,186
-1,069
-5% -$83.3K 0.12% 65
2024
Q2 		$1.78M Buy
23,255
+2,578
+12% +$197K 0.13% 63
2024
Q1 		$1.59M Buy
20,677
+599
+3% +$45.9K 0.12% 65
2023
Q4 		$1.55M Sell
20,078
-1,100
-5% -$83.3K 0.13% 64
2023
Q3 		$1.59M Sell
21,178
-369
-2% -$27.8K 0.15% 61
2023
Q2 		$1.63M Sell
21,547
-116
-0.5% -$8.84K 0.16% 59
2023
Q1 		$1.66M Buy
21,663
+14,654
+209% +$1.11M 0.18% 57
2022
Q4 		$528K Buy
7,009
+1,508
+27% +$113K 0.06% 93
2022
Q3 		$409K Sell
5,501
-573
-9% -$43.8K 0.05% 100
2022
Q2 		$466K Sell
6,074
-5,409
-47% -$417K 0.07% 92
2022
Q1 		$895K Buy
11,483
+2,886
+34% +$229K 0.13% 68
2021
Q4 		$695K Sell
8,597
-45,907
-84% -$3.73M 0.11% 77
2021
Q3 		$4.47M Buy
54,504
+41,528
+320% +$3.41M 0.81% 24
2021
Q2 		$1.07M Buy
12,976
+10,352
+395% +$852K 0.25% 48
2021
Q1 		$216K Sell
2,624
-14
-0.5% -$1.16K 0.1% 110
2020
Q4 		$219K Sell
2,638
-66
-2% -$5.47K 0.19% 72
2020
Q3 		$225K Sell
2,704
-3,536
-57% -$294K 0.18% 75
2020
Q2 		$519K Sell
6,240
-2,034
-25% -$168K 0.54% 35
2020
Q1 		$680K Sell
8,274
-755
-8% -$61.3K 1.12% 25
2019
Q4 		$728K Buy
+9,029
New +$729K 0.82% 30

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Adero Partners's BSV Position: Q1 2025 in Review

Adero Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.5% in Q1 2025, buying an estimated $25.9K and bringing the position to 22,874 shares worth $1.79M. The position accounts for 0.12% of the portfolio, ranked #65.

Adero Partners first reported a position in BSV in Q4 2019 and has held it in 22 quarters since. The position peaked at $4.47M in Q3 2021. 1,212 funds tracked by Wall St. Rank hold BSV as of Q1 2025.

  • Adero Partners held 22,874 shares of Vanguard Short-Term Bond ETF worth $1.79M as of Q1 2025.
  • Adero Partners bought 333 Vanguard Short-Term Bond ETF shares in Q1 2025, an estimated $25.9K.
  • Vanguard Short-Term Bond ETF made up 0.12% of Adero Partners's portfolio in Q1 2025, its #65 holding.
  • Adero Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • Adero Partners's Vanguard Short-Term Bond ETF position peaked at $4.47M in Q3 2021.
  • 1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.