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Beacon Capital Management LLC (Tennessee)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q3 		– Sell
-1,241
Closed -$97.7K – 247
2025
Q2 		$97.7K Sell
1,241
-205
-14% -$16K 0.01% 215
2025
Q1 		$113K Sell
1,446
-364
-20% -$28.3K 0.02% 181
2024
Q4 		$140K Sell
1,810
-231
-11% -$17.9K 0.02% 152
2024
Q3 		$161K Sell
2,041
-148
-7% -$11.5K 0.02% 139
2024
Q2 		$168K Sell
2,189
-53
-2% -$4.04K 0.03% 118
2024
Q1 		$172K Buy
2,242
+66
+3% +$5.06K 0.04% 118
2023
Q4 		$164K Buy
2,176
+355
+19% +$26.9K 0.05% 103
2023
Q3 		$138K Hold
1,821
– – 0.04% 117
2023
Q2 		$138K Buy
1,821
+103
+6% +$7.85K 0.04% 117
2023
Q1 		$131K Sell
1,718
-263
-13% -$19.9K 0.04% 111
2022
Q4 		$149K Sell
1,981
-685
-26% -$51.4K 0.05% 114
2022
Q3 		$205K Sell
2,666
-7
-0.3% -$535 0.07% 79
2022
Q2 		$208K Hold
2,673
– – 0.05% 94
2022
Q1 		$208K Buy
+2,673
New +$212K 0.05% 95

Other funds holding BSV

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

Beacon Capital Management LLC (Tennessee)'s BSV Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2025, closing a stake of 1,241 shares — an estimated $97.7K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in BSV in Q1 2022 and held it in 14 quarters. The position peaked at $208K in Q2 2022. 1,212 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 1,241 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $97.7K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Vanguard Short-Term Bond ETF position peaked at $208K in Q2 2022.
  • 1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.