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

Axiom Advisory’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
2024
Q3 		$66.1M Sell
848,646
-399,435
-32% -$31.1M 0.62% 20
2024
Q2 		$95.1M Buy
1,248,081
+1,220,918
+4,495% +$93.2M 1.04% 16
2024
Q1 		$2.08M Sell
27,163
-44
-0.2% -$3.38K 1.53% 15
2023
Q4 		$2.1M Sell
27,207
-42
-0.2% -$3.18K 1.69% 15
2023
Q3 		$2.05M Sell
27,249
-65
-0.2% -$4.9K 1.84% 15
2023
Q2 		$2.06M Buy
27,314
+56
+0.2% +$4.27K 1.83% 15
2023
Q1 		$2.09M Sell
27,258
-289
-1% -$21.9K 2% 15
2022
Q4 		$2.07M Sell
27,547
-2,403
-8% -$180K 2.19% 14
2022
Q3 		$2.24M Buy
29,950
+14,152
+90% +$1.08M 2.66% 11
2022
Q2 		$1.22M Sell
15,798
-14,820
-48% -$1.14M 1.35% 17
2022
Q1 		$2.38M Buy
30,618
+4,940
+19% +$392K 1.98% 15
2021
Q4 		$2.08M Buy
+25,678
New +$2.09M 1.7% 14

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Axiom Advisory's BSV Position: Q3 2024 in Review

Axiom Advisory reduced its Vanguard Short-Term Bond ETF (BSV) stake by 32% in Q3 2024, selling an estimated $31.1M and leaving 848,646 shares worth $66.1M. The position accounts for 0.62% of the portfolio, ranked #20.

Axiom Advisory first reported a position in BSV in Q4 2021 and has held it in 12 quarters since. The position peaked at $95.1M in Q2 2024. 1,143 funds tracked by Wall St. Rank hold BSV as of Q3 2024.

  • Axiom Advisory held 848,646 shares of Vanguard Short-Term Bond ETF worth $66.1M as of Q3 2024.
  • Axiom Advisory sold 399,435 Vanguard Short-Term Bond ETF shares in Q3 2024, an estimated $31.1M.
  • Vanguard Short-Term Bond ETF made up 0.62% of Axiom Advisory's portfolio in Q3 2024, its #20 holding.
  • Axiom Advisory first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 12 quarters since.
  • Axiom Advisory's Vanguard Short-Term Bond ETF position peaked at $95.1M in Q2 2024.
  • 1,143 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.