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Aquire Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Aquire Wealth Advisors’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
-23,309
Closed -$1.82M – 47
2025
Q1 		$1.82M Sell
23,309
-15,472
-40% -$1.2M 0.56% 21
2024
Q4 		$3M Sell
38,781
-3,214
-8% -$249K 0.93% 15
2024
Q3 		$3.3M Sell
41,995
-5
-0% -$389 1.04% 15
2024
Q2 		$3.22M Buy
42,000
+339
+0.8% +$25.9K 1.08% 16
2024
Q1 		$3.19M Buy
41,661
+123
+0.3% +$9.44K 1.12% 16
2023
Q4 		$3.2M Buy
41,538
+296
+0.7% +$22.4K 1.22% 16
2023
Q3 		$3.1M Buy
41,242
+498
+1% +$37.5K 1.29% 16
2023
Q2 		$3.08M Buy
40,744
+87
+0.2% +$6.63K 1.23% 16
2023
Q1 		$3.11M Buy
40,657
+181
+0.4% +$13.7K 1.36% 16
2022
Q4 		$3.05M Buy
40,476
+301
+0.7% +$22.6K 1.52% 17
2022
Q3 		$3.01M Buy
40,175
+187
+0.5% +$14.3K 1.75% 18
2022
Q2 		$3.07M Sell
39,988
-2,697
-6% -$208K 1.79% 18
2022
Q1 		$3.33M Buy
42,685
+65
+0.2% +$5.16K 1.77% 17
2021
Q4 		$3.44M Buy
+42,620
New +$3.47M 1.8% 17

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Aquire Wealth Advisors's BSV Position: Q2 2025 in Review

Aquire Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2025, closing a stake of 23,309 shares — an estimated $1.82M sold.

Aquire Wealth Advisors first reported a position in BSV in Q4 2021 and held it in 14 quarters. The position peaked at $3.44M in Q4 2021. 1,229 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

  • Aquire Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Aquire Wealth Advisors sold 23,309 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $1.82M.
  • Aquire Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 14 quarters.
  • Aquire Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $3.44M in Q4 2021.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Aquire Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.