Aznar Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Aznar Financial Advisors’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	$12.9M	Buy	+163,758	New	+$12.9M	12.4%	2

Other funds holding BSV

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 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

Aznar Financial Advisors's BSV Position: Q4 2025 in Review

Aznar Financial Advisors opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q4 2025: 163,758 shares worth $12.9M. The stake represents 12.4% of the portfolio and ranks #2 among its holdings.

1,319 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

Aznar Financial Advisors held 163,758 shares of Vanguard Short-Term Bond ETF worth $12.9M as of Q4 2025.
Vanguard Short-Term Bond ETF was a new Aznar Financial Advisors position in Q4 2025.
Vanguard Short-Term Bond ETF made up 12.4% of Aznar Financial Advisors's portfolio in Q4 2025, its #2 holding.
1,319 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on Aznar Financial Advisors's 13F filing for Q4 2025, filed 19 Feb 2026.