Advisor Resource Council’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Advisor Resource Council’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	–	Sell	-2,635	Closed	-$204K	–	597
2024 Q4	$204K	Buy	+2,635	New	+$205K	0.15%	68
2024 Q1	–	Sell	-3,984	Closed	-$307K	–	272
2023 Q4	$307K	Buy	+3,984	New	+$302K	0.04%	339
2022 Q4	–	Sell	-3,093	Closed	-$232K	–	164
2022 Q3	$232K	Sell	3,093 -4,031	-57%	-$308K	0.16%	131
2022 Q2	$548K	Buy	7,124 +752	+12%	+$57.9K	0.05%	273
2022 Q1	$496K	Sell	6,372 -1,282	-17%	-$102K	0.15%	134
2021 Q4	$618K	Buy	7,654 +4,566	+148%	+$371K	0.05%	299
2021 Q3	$252K	Sell	3,088 -6,613	-68%	-$543K	0.08%	191
2021 Q2	$797K	Buy	+9,701	New	+$798K	0.08%	236

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

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

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor Resource Council's BSV Position: Q1 2025 in Review

Advisor Resource Council sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2025, closing a stake of 2,635 shares — an estimated $204K sold.

Advisor Resource Council first reported a position in BSV in Q2 2021 and held it in 8 quarters. The position peaked at $797K in Q2 2021. 1,211 funds tracked by Wall St. Rank hold BSV as of Q1 2025.

Advisor Resource Council reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
Advisor Resource Council sold 2,635 Vanguard Short-Term Bond ETF shares in Q1 2025, an estimated $204K.
Advisor Resource Council first reported a position in Vanguard Short-Term Bond ETF in Q2 2021 and held it in 8 quarters.
Advisor Resource Council's Vanguard Short-Term Bond ETF position peaked at $797K in Q2 2021.
1,211 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2025.

Based on Advisor Resource Council's 13F filing for Q1 2025, filed 22 Apr 2025.