AG
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Ascent Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Ascent Group’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
Q4 		– Sell
-6,661
Closed -$526K – 757
2025
Q3 		$526K Sell
6,661
-32,744
-83% -$2.57M 0.02% 491
2025
Q2 		$3.1M Sell
39,405
-2,513
-6% -$196K 0.12% 166
2025
Q1 		$3.28M Sell
41,918
-6,692
-14% -$519K 0.14% 161
2024
Q4 		$3.76M Sell
48,610
-1,369
-3% -$106K 0.28% 93
2024
Q3 		$3.93M Sell
49,979
-3,678
-7% -$286K 0.3% 80
2024
Q2 		$4.12M Sell
53,657
-472
-0.9% -$36K 0.34% 68
2024
Q1 		$4.15M Buy
54,129
+101
+0.2% +$7.75K 0.37% 58
2023
Q4 		$4.14M Sell
54,028
-1,305
-2% -$98.8K 0.39% 57
2023
Q3 		$4.16M Sell
55,333
-1,905
-3% -$144K 0.46% 48
2023
Q2 		$4.33M Sell
57,238
-549,288
-91% -$41.9M 0.48% 39
2023
Q1 		$46.4M Buy
606,526
+40,783
+7% +$3.09M 4.94% 2
2022
Q4 		$42.6M Sell
565,743
-85,640
-13% -$6.42M 5.01% 1
2022
Q3 		$48.6M Buy
651,383
+90,400
+16% +$6.91M 5.91% 1
2022
Q2 		$43.5M Buy
560,983
+411,186
+274% +$31.7M 5.2% 1
2022
Q1 		$11.7M Buy
149,797
+88,198
+143% +$7M 1.36% 6
2021
Q4 		$4.94M Buy
+61,599
New +$5.01M 0.63% 26

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ascent Group's BSV Position: Q4 2025 in Review

Ascent Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2025, closing a stake of 6,661 shares — an estimated $526K sold.

Ascent Group first reported a position in BSV in Q4 2021 and held it in 16 quarters. The position peaked at $48.6M in Q3 2022. 1,313 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

  • Ascent Group reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Ascent Group sold 6,661 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $526K.
  • Ascent Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 16 quarters.
  • Ascent Group's Vanguard Short-Term Bond ETF position peaked at $48.6M in Q3 2022.
  • 1,313 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on Ascent Group's 13F filing for Q4 2025, filed 20 Jan 2026.