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Cumberland Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Cumberland Partners’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
Q1 		– Sell
-4,005
Closed -$309K – 172
2024
Q4 		$309K Hold
4,005
– – 0.02% 154
2024
Q3 		$315K Sell
4,005
-10,950
-73% -$853K 0.02% 168
2024
Q2 		$1.15M Sell
14,955
-100
-0.7% -$7.63K 0.08% 121
2024
Q1 		$1.15M Buy
15,055
+4,050
+37% +$311K 0.08% 117
2023
Q4 		$827K Hold
11,005
– – 0.08% 133
2023
Q3 		$827K Hold
11,005
– – 0.08% 125
2023
Q2 		$832K Sell
11,005
-100
-0.9% -$7.62K 0.08% 124
2023
Q1 		$849K Sell
11,105
-210
-2% -$15.9K 0.08% 115
2022
Q4 		$852K Hold
11,315
– – 0.09% 117
2022
Q3 		$846K Buy
11,315
+350
+3% +$26.7K 0.09% 115
2022
Q2 		$842K Buy
10,965
+4,405
+67% +$339K 0.08% 117
2022
Q1 		$511K Hold
6,560
– – 0.04% 143
2021
Q4 		$530K Buy
6,560
+750
+13% +$61K 0.04% 152
2021
Q3 		$476K Buy
5,810
+3,250
+127% +$267K 0.04% 154
2021
Q2 		$210K Buy
+2,560
New +$211K 0.02% 171

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cumberland Partners's BSV Position: Q1 2025 in Review

Cumberland Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2025, closing a stake of 4,005 shares — an estimated $309K sold.

Cumberland Partners first reported a position in BSV in Q2 2021 and held it in 15 quarters. The position peaked at $1.15M in Q1 2024. 1,211 funds tracked by Wall St. Rank hold BSV as of Q1 2025.

  • Cumberland Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Cumberland Partners sold 4,005 Vanguard Short-Term Bond ETF shares in Q1 2025, an estimated $309K.
  • Cumberland Partners first reported a position in Vanguard Short-Term Bond ETF in Q2 2021 and held it in 15 quarters.
  • Cumberland Partners's Vanguard Short-Term Bond ETF position peaked at $1.15M in Q1 2024.
  • 1,211 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2025.

Based on Cumberland Partners's 13F filing for Q1 2025, filed 9 May 2025.