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Advus Financial Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Advus Financial 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
2026
Q2 		– Sell
-4,423
Closed -$347K – 263
2026
Q1 		$347K Sell
4,423
-1,561
-26% -$123K 0.09% 166
2025
Q4 		$472K Buy
5,984
+789
+15% +$62.2K 0.11% 125
2025
Q3 		$410K Buy
+5,195
New +$408K 0.1% 148

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advus Financial Partners's BSV Position: Q2 2026 in Review

Advus Financial Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2026, closing a stake of 4,423 shares — an estimated $347K sold.

Advus Financial Partners first reported a position in BSV in Q3 2025 and held it in 3 quarters. The position peaked at $472K in Q4 2025. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Advus Financial Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Advus Financial Partners sold 4,423 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $347K.
  • Advus Financial Partners first reported a position in Vanguard Short-Term Bond ETF in Q3 2025 and held it in 3 quarters.
  • Advus Financial Partners's Vanguard Short-Term Bond ETF position peaked at $472K in Q4 2025.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Advus Financial Partners's 13F filing for Q2 2026, filed 25 Aug 2026.