Austin Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Austin Wealth Management’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	-5,895	Closed	-$462K	–	140
2025 Q1	$462K	Sell	5,895 -565	-9%	-$43.9K	0.09%	80
2024 Q4	$499K	Sell	6,460 -2,663	-29%	-$207K	0.1%	79
2024 Q3	$715K	Sell	9,123 -116	-1%	-$9.04K	0.16%	66
2024 Q2	$712K	Sell	9,239 -841	-8%	-$64.2K	0.17%	64
2024 Q1	$770K	Sell	10,080 -170	-2%	-$13K	0.19%	63
2023 Q4	$784K	Sell	10,250 -11,407	-53%	-$863K	0.21%	57
2023 Q3	$1.64M	Buy	+21,657	New	+$1.63M	0.51%	41

Other funds holding BSV

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

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Austin Wealth Management's BSV Position: Q2 2025 in Review

Austin Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2025, closing a stake of 5,895 shares — an estimated $462K sold.

Austin Wealth Management first reported a position in BSV in Q3 2023 and held it in 7 quarters. The position peaked at $1.64M in Q3 2023. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

Austin Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
Austin Wealth Management sold 5,895 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $462K.
Austin Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2023 and held it in 7 quarters.
Austin Wealth Management's Vanguard Short-Term Bond ETF position peaked at $1.64M in Q3 2023.
1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Austin Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.