Atria Wealth Solutions’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Atria Wealth Solutions’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	$23.7M	Sell	301,024 -491,627	-62%	-$38.4M	0.53%	28
2025 Q1	$62M	Sell	792,651 -59,880	-7%	-$4.65M	0.75%	21
2024 Q4	$65.9M	Buy	852,531 +156,495	+22%	+$12.1M	0.72%	19
2024 Q3	$54.8M	Buy	696,036 +9,200	+1%	+$717K	0.59%	24
2024 Q2	$52.7M	Buy	686,836 +3,040	+0.4%	+$232K	0.58%	23
2024 Q1	$52.4M	Buy	683,796 +38,780	+6%	+$2.97M	0.59%	20
2023 Q4	$49.7M	Sell	645,016 -417,696	-39%	-$31.6M	0.62%	21
2023 Q3	$79.9M	Sell	1,062,712 -756,682	-42%	-$57M	1.12%	12
2023 Q2	$137M	Sell	1,819,394 -160,258	-8%	-$12.2M	1.88%	4
2023 Q1	$151M	Buy	1,979,652 +142,501	+8%	+$10.8M	2.24%	3
2022 Q4	$138M	Sell	1,837,151 -178,236	-9%	-$13.4M	2.22%	3
2022 Q3	$151M	Buy	2,015,387 +133,975	+7%	+$10.2M	2.61%	2
2022 Q2	$144M	Buy	1,881,412 +893,985	+91%	+$68.9M	2.71%	1
2022 Q1	$76.9M	Buy	+987,427	New	+$78.4M	1.28%	11

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atria Wealth Solutions's BSV Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Vanguard Short-Term Bond ETF (BSV) stake by 62% in Q2 2025, selling an estimated $38.4M and leaving 301,024 shares worth $23.7M. The position accounts for 0.53% of the portfolio, ranked #28.

Atria Wealth Solutions first reported a position in BSV in Q1 2022 and has held it in 14 quarters since. The position peaked at $151M in Q1 2023. 1,229 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

Atria Wealth Solutions held 301,024 shares of Vanguard Short-Term Bond ETF worth $23.7M as of Q2 2025.
Atria Wealth Solutions sold 491,627 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $38.4M.
Vanguard Short-Term Bond ETF made up 0.53% of Atria Wealth Solutions's portfolio in Q2 2025, its #28 holding.
Atria Wealth Solutions first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Vanguard Short-Term Bond ETF position peaked at $151M in Q1 2023.
1,229 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.