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

Campbell 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
2024 Q4	$66.7M	Buy	863,284 +374,314	+77%	+$29.1M	6%	6
2024 Q3	$38.5M	Buy	+488,970	New	+$38.1M	3.43%	8
2024 Q2	–	Sell	-453,309	Closed	-$34.8M	–	53
2024 Q1	$34.8M	Buy	453,309 +441,369	+3,697%	+$33.9M	3.45%	8
2023 Q4	$920K	Buy	11,940 +3,138	+36%	+$238K	0.11%	26
2023 Q3	$662K	Sell	8,802 -1,907	-18%	-$144K	0.08%	31
2023 Q2	$809K	Sell	10,709 -24,093	-69%	-$1.84M	0.1%	25
2023 Q1	$2.66M	Sell	34,802 -776,184	-96%	-$58.8M	0.33%	22
2022 Q4	$61.1M	Buy	810,986 +36,575	+5%	+$2.74M	8.5%	2
2022 Q3	$57.9M	Buy	+774,411	New	+$59.2M	8.37%	3

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

Campbell Wealth Management's BSV Position: Q4 2024 in Review

Campbell Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 77% in Q4 2024, buying an estimated $29.1M and bringing the position to 863,284 shares worth $66.7M. The position accounts for 6% of the portfolio, ranked #6.

Campbell Wealth Management first reported a position in BSV in Q3 2022 and has held it in 9 quarters since. 1,247 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

Campbell Wealth Management held 863,284 shares of Vanguard Short-Term Bond ETF worth $66.7M as of Q4 2024.
Campbell Wealth Management bought 374,314 Vanguard Short-Term Bond ETF shares in Q4 2024, an estimated $29.1M.
Vanguard Short-Term Bond ETF made up 6% of Campbell Wealth Management's portfolio in Q4 2024, its #6 holding.
Campbell Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and has held it in 9 quarters since.
1,247 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.