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Carolinas Wealth Consulting’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-19,055
Closed -$1.49M – 113
2025
Q1 		$1.49M Buy
19,055
+43
+0.2% +$3.34K 0.32% 50
2024
Q4 		$1.47M Sell
19,012
-559
-3% -$43.4K 0.29% 52
2024
Q3 		$1.54M Sell
19,571
-1,959
-9% -$153K 0.28% 52
2024
Q2 		$1.65M Buy
21,530
+6
+0% +$458 0.32% 47
2024
Q1 		$1.65M Sell
21,524
-6,216
-22% -$477K 0.33% 47
2023
Q4 		$2.14M Sell
27,740
-32,749
-54% -$2.48M 0.46% 37
2023
Q3 		$4.54M Sell
60,489
-53,107
-47% -$4M 1.13% 21
2023
Q2 		$8.58M Sell
113,596
-18,631
-14% -$1.42M 1.7% 16
2023
Q1 		$10.1M Sell
132,227
-42,286
-24% -$3.2M 2.15% 13
2022
Q4 		$13.1M Sell
174,513
-27,465
-14% -$2.06M 2.97% 10
2022
Q3 		$15.1M Buy
201,978
+4,508
+2% +$344K 3.82% 7
2022
Q2 		$15.2M Buy
197,470
+4,099
+2% +$316K 3.77% 7
2022
Q1 		$15.1M Sell
193,371
-7,048
-4% -$559K 3.33% 10
2021
Q4 		$16.2M Buy
200,419
+10,616
+6% +$863K 3.53% 6
2021
Q3 		$15.6M Buy
189,803
+30,957
+19% +$2.54M 3.62% 6
2021
Q2 		$13.1M Buy
158,846
+12,776
+9% +$1.05M 2.87% 10
2021
Q1 		$12M Buy
146,070
+51,681
+55% +$4.27M 2.92% 11
2020
Q4 		$7.83M Buy
94,389
+20,479
+28% +$1.7M 2.1% 16
2020
Q3 		$6.14M Buy
73,910
+54,442
+280% +$4.52M 2.07% 14
2020
Q2 		$1.62M Buy
19,468
+7,496
+63% +$620K 0.64% 35
2020
Q1 		$982K Buy
+11,972
New +$972K 0.53% 36

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carolinas Wealth Consulting's BSV Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2025, closing a stake of 19,055 shares — an estimated $1.49M sold.

Carolinas Wealth Consulting first reported a position in BSV in Q1 2020 and held it in 21 quarters. The position peaked at $16.2M in Q4 2021. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 19,055 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $1.49M.
  • Carolinas Wealth Consulting first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's Vanguard Short-Term Bond ETF position peaked at $16.2M in Q4 2021.
  • 1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.