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Delta Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Delta Financial Group’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 		$367K Sell
4,703
-382
-8% -$29.7K 0.08% 170
2024
Q4 		$393K Buy
+5,085
New +$395K 0.09% 155
2024
Q2 		– Sell
-6,566
Closed -$503K – 126
2024
Q1 		$503K Buy
+6,566
New +$504K 0.15% 116

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

Delta Financial Group's BSV Position: Q1 2025 in Review

Delta Financial Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 7.5% in Q1 2025, selling an estimated $29.7K and leaving 4,703 shares worth $367K. The position accounts for 0.08% of the portfolio, ranked #170.

Delta Financial Group first reported a position in BSV in Q1 2024 and has held it in 3 quarters since. The position peaked at $503K in Q1 2024. 1,211 funds tracked by Wall St. Rank hold BSV as of Q1 2025.

  • Delta Financial Group held 4,703 shares of Vanguard Short-Term Bond ETF worth $367K as of Q1 2025.
  • Delta Financial Group sold 382 Vanguard Short-Term Bond ETF shares in Q1 2025, an estimated $29.7K.
  • Vanguard Short-Term Bond ETF made up 0.08% of Delta Financial Group's portfolio in Q1 2025, its #170 holding.
  • Delta Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • Delta Financial Group's Vanguard Short-Term Bond ETF position peaked at $503K in Q1 2024.
  • 1,211 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.