Advisory Alpha’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Advisory Alpha’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 Q2	–	Sell	-5,521	Closed	-$432K	–	485
2025 Q1	$432K	Buy	5,521 +2,153	+64%	+$167K	0.01%	275
2024 Q4	$260K	Sell	3,368 -3,465	-51%	-$269K	0.01%	357
2024 Q3	$538K	Sell	6,833 -1,094	-14%	-$85.2K	0.02%	225
2024 Q2	$608K	Sell	7,927 -13,357	-63%	-$1.02M	0.02%	190
2024 Q1	$1.63M	Sell	21,284 -167	-0.8%	-$12.8K	0.07%	123
2023 Q4	$1.65M	Buy	21,451 +440	+2%	+$33.3K	0.08%	114
2023 Q3	$1.58M	Sell	21,011 -1,438	-6%	-$108K	0.08%	111
2023 Q2	$1.7M	Buy	+22,449	New	+$1.71M	0.09%	113

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisory Alpha's BSV Position: Q2 2025 in Review

Advisory Alpha sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2025, closing a stake of 5,521 shares — an estimated $432K sold.

Advisory Alpha first reported a position in BSV in Q2 2023 and held it in 8 quarters. The position peaked at $1.7M in Q2 2023. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

Advisory Alpha reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
Advisory Alpha sold 5,521 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $432K.
Advisory Alpha first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and held it in 8 quarters.
Advisory Alpha's Vanguard Short-Term Bond ETF position peaked at $1.7M in Q2 2023.
1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Advisory Alpha's 13F filing for Q2 2025, filed 1 Aug 2025.