Cornerstone Advisors Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Cornerstone Advisors Asset 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
2025 Q2	–	Sell	-4,034	Closed	-$316K	–	114
2025 Q1	$316K	Sell	4,034 -55	-1%	-$4.27K	0.06%	110
2024 Q4	$316K	Buy	4,089 +68	+2%	+$5.28K	0.07%	94
2024 Q3	$316K	Hold	4,021	–	–	0.07%	92
2024 Q2	$308K	Sell	4,021 -2,670	-40%	-$204K	0.09%	88
2024 Q1	$513K	Hold	6,691	–	–	0.18%	73
2023 Q4	$515K	Hold	6,691	–	–	0.19%	70
2023 Q3	$503K	Sell	6,691 -2,683	-29%	-$202K	0.2%	67
2023 Q2	$708K	Buy	9,374 +24	+0.3%	+$1.83K	0.31%	48
2023 Q1	$715K	Hold	9,350	–	–	0.35%	48
2022 Q4	$704K	Buy	+9,350	New	+$701K	0.38%	50

Other funds holding BSV

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cornerstone Advisors Asset Management's BSV Position: Q2 2025 in Review

Cornerstone Advisors Asset Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2025, closing a stake of 4,034 shares — an estimated $316K sold.

Cornerstone Advisors Asset Management first reported a position in BSV in Q4 2022 and held it in 10 quarters. The position peaked at $715K in Q1 2023. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

Cornerstone Advisors Asset Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
Cornerstone Advisors Asset Management sold 4,034 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $316K.
Cornerstone Advisors Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and held it in 10 quarters.
Cornerstone Advisors Asset Management's Vanguard Short-Term Bond ETF position peaked at $715K in Q1 2023.
1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Cornerstone Advisors Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.