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

Apexium Financial’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	$11.7M	Buy	148,564 +11,274	+8%	+$887K	0.57%	31
2025 Q2	$10.8M	Buy	137,290 +55,203	+67%	+$4.32M	0.57%	32
2025 Q1	$6.43M	Buy	82,087 +13,782	+20%	+$1.07M	0.38%	40
2024 Q4	$5.28M	Buy	68,305 +17,786	+35%	+$1.38M	0.32%	43
2024 Q3	$3.98M	Buy	50,519 +13,381	+36%	+$1.04M	0.26%	43
2024 Q2	$2.85M	Buy	37,138 +1,787	+5%	+$136K	0.2%	47
2024 Q1	$2.71M	Sell	35,351 -576	-2%	-$44.2K	0.21%	49
2023 Q4	$2.77M	Buy	35,927 +4,232	+13%	+$320K	0.2%	57
2023 Q3	$2.38M	Buy	31,695 +3,480	+12%	+$262K	0.24%	49
2023 Q2	$2.13M	Sell	28,215 -507	-2%	-$38.6K	0.19%	52
2023 Q1	$2.2M	Sell	28,722 -259	-0.9%	-$19.6K	0.22%	51
2022 Q4	$2.18M	Buy	28,981 +812	+3%	+$60.9K	0.23%	50
2022 Q3	$2.11M	Buy	28,169 +23,479	+501%	+$1.79M	0.26%	48
2022 Q2	$360K	Buy	+4,690	New	+$361K	0.21%	70

Other funds holding BSV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Apexium Financial's BSV Position: Q3 2025 in Review

Apexium Financial increased its Vanguard Short-Term Bond ETF (BSV) stake by 8.2% in Q3 2025, buying an estimated $887K and bringing the position to 148,564 shares worth $11.7M. The position accounts for 0.57% of the portfolio, ranked #31.

Apexium Financial first reported a position in BSV in Q2 2022 and has held it in 14 quarters since. 1,212 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

Apexium Financial held 148,564 shares of Vanguard Short-Term Bond ETF worth $11.7M as of Q3 2025.
Apexium Financial bought 11,274 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $887K.
Vanguard Short-Term Bond ETF made up 0.57% of Apexium Financial's portfolio in Q3 2025, its #31 holding.
Apexium Financial first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 14 quarters since.
1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.