Avantax Advisory Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Avantax Advisory Services’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	$34.3M	Sell	435,969 -17,099	-4%	-$1.34M	0.19%	83
2025 Q1	$35.5M	Sell	453,068 -48,687	-10%	-$3.78M	0.22%	72
2024 Q4	$38.8M	Sell	501,755 -11,704	-2%	-$908K	0.24%	61
2024 Q3	$40.4M	Sell	513,459 -5,676,788	-92%	-$442M	0.27%	53
2024 Q2	$475M	Buy	6,190,247 +948,753	+18%	+$72.4M	3.39%	4
2024 Q1	$402M	Buy	5,241,494 +69,346	+1%	+$5.32M	3.57%	5
2023 Q4	$398M	Sell	5,172,148 -98,321	-2%	-$7.44M	3.95%	4
2023 Q3	$396M	Buy	5,270,469 +274,069	+5%	+$20.7M	4.44%	4
2023 Q2	$378M	Buy	4,996,400 +2,885	+0.1%	+$220K	4.32%	4
2023 Q1	$382M	Buy	4,993,515 +114,659	+2%	+$8.69M	4.68%	4
2022 Q4	$367M	Sell	4,878,856 -338,159	-6%	-$25.4M	4.9%	4
2022 Q3	$390M	Buy	5,217,015 +539,060	+12%	+$41.2M	5.99%	3
2022 Q2	$359M	Buy	4,677,955 +409,583	+10%	+$31.6M	5.41%	3
2022 Q1	$333M	Buy	4,268,372 +4,221,971	+9,099%	+$335M	4.57%	3
2021 Q4	$3.75M	Buy	46,401 +9,614	+26%	+$782K	0.06%	244
2021 Q3	$3.02M	Buy	36,787 +9,102	+33%	+$748K	0.05%	266
2021 Q2	$2.27M	Buy	27,685 +4,421	+19%	+$364K	0.04%	307
2021 Q1	$1.91M	Buy	23,264 +1,287	+6%	+$106K	0.04%	296
2020 Q4	$1.82M	Sell	21,977 -65,905	-75%	-$5.46M	0.04%	284
2020 Q3	$7.3M	Buy	87,882 +81,110	+1,198%	+$6.74M	0.12%	144
2020 Q2	$564K	Buy	6,772 +1,084	+19%	+$89.7K	0.02%	454
2020 Q1	$467K	Buy	5,688 +689	+14%	+$55.9K	0.01%	452
2019 Q4	$404K	Buy	4,999 +1,963	+65%	+$158K	0.01%	541
2019 Q3	$248K	Sell	3,036 -5,379	-64%	-$434K	0.01%	479
2019 Q2	$678K	Sell	8,415 -1,374	-14%	-$110K	0.03%	248
2019 Q1	$779K	Sell	9,789 -7,645	-44%	-$603K	0.04%	214
2018 Q4	$1.37M	Buy	+17,434	New	+$1.36M	0.23%	106

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

Avantax Advisory Services's BSV Position: Q2 2025 in Review

Avantax Advisory Services reduced its Vanguard Short-Term Bond ETF (BSV) stake by 3.8% in Q2 2025, selling an estimated $1.34M and leaving 435,969 shares worth $34.3M. The position accounts for 0.19% of the portfolio, ranked #83.

Avantax Advisory Services first reported a position in BSV in Q4 2018 and has held it in 27 quarters since. The position peaked at $475M in Q2 2024. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

Avantax Advisory Services held 435,969 shares of Vanguard Short-Term Bond ETF worth $34.3M as of Q2 2025.
Avantax Advisory Services sold 17,099 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $1.34M.
Vanguard Short-Term Bond ETF made up 0.19% of Avantax Advisory Services's portfolio in Q2 2025, its #83 holding.
Avantax Advisory Services first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's Vanguard Short-Term Bond ETF position peaked at $475M in Q2 2024.
1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.