AWM
BSV icon

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

Axxcess 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
Q4 		– Sell
-3,227
Closed -$255K – 1053
2025
Q3 		$255K Sell
3,227
-6,372
-66% -$501K 0.01% 812
2025
Q2 		$755K Sell
9,599
-2,293
-19% -$179K 0.02% 497
2025
Q1 		$931K Buy
11,892
+7,309
+159% +$567K 0.02% 411
2024
Q4 		$354K Sell
4,583
-371
-7% -$28.8K 0.01% 629
2024
Q3 		$390K Sell
4,954
-279
-5% -$21.7K 0.01% 613
2024
Q2 		$401K Buy
5,233
+1,579
+43% +$120K 0.01% 575
2024
Q1 		$280K Buy
+3,654
New +$280K 0.01% 687
2023
Q1 		– Sell
-7,904
Closed -$595K – 641
2022
Q4 		$595K Sell
7,904
-17,416
-69% -$1.31M 0.05% 325
2022
Q3 		$1.9M Buy
25,320
+8,824
+53% +$674K 0.18% 109
2022
Q2 		$1.27M Buy
16,496
+1,601
+11% +$123K 0.12% 158
2022
Q1 		$1.16M Buy
14,895
+5,430
+57% +$431K 0.09% 194
2021
Q4 		$766K Buy
+9,465
New +$770K 0.06% 269

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

Axxcess Wealth Management's BSV Position: Q4 2025 in Review

Axxcess Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2025, closing a stake of 3,227 shares — an estimated $255K sold.

Axxcess Wealth Management first reported a position in BSV in Q4 2021 and held it in 12 quarters. The position peaked at $1.9M in Q3 2022. 1,315 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

  • Axxcess Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 3,227 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $255K.
  • Axxcess Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 12 quarters.
  • Axxcess Wealth Management's Vanguard Short-Term Bond ETF position peaked at $1.9M in Q3 2022.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on Axxcess Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.