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Consolidated Portfolio Review Corp’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Consolidated Portfolio Review Corp’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
-87,030
Closed -$6.88M – 91
2025
Q3 		$6.88M Buy
87,030
+10,427
+14% +$820K 0.86% 20
2025
Q2 		$6.03M Buy
76,603
+10,057
+15% +$786K 0.83% 25
2025
Q1 		$5.21M Buy
66,546
+1,752
+3% +$136K 0.83% 22
2024
Q4 		$5.01M Buy
64,794
+1,200
+2% +$93.1K 0.79% 23
2024
Q3 		$5M Buy
63,594
+4,252
+7% +$331K 1.12% 16
2024
Q2 		$4.55M Sell
59,342
-3,404
-5% -$260K 1.06% 18
2024
Q1 		$4.81M Sell
62,746
-1,876
-3% -$144K 1.26% 17
2023
Q4 		$4.98M Buy
64,622
+778
+1% +$58.9K 1.14% 18
2023
Q3 		$4.8M Buy
63,844
+610
+1% +$46K 1.16% 15
2023
Q2 		$4.78M Sell
63,234
-40,618
-39% -$3.1M 1.14% 17
2023
Q1 		$7.94M Buy
+103,852
New +$7.87M 2.15% 8

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

Consolidated Portfolio Review Corp's BSV Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2025, closing a stake of 87,030 shares — an estimated $6.88M sold.

Consolidated Portfolio Review Corp first reported a position in BSV in Q1 2023 and held it in 11 quarters. The position peaked at $7.94M in Q1 2023. 1,314 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 87,030 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $6.88M.
  • Consolidated Portfolio Review Corp first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and held it in 11 quarters.
  • Consolidated Portfolio Review Corp's Vanguard Short-Term Bond ETF position peaked at $7.94M in Q1 2023.
  • 1,314 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.