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

Elios 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
Q2 		$334K Sell
4,247
-390
-8% -$30.5K 0.15% 102
2025
Q1 		$363K Sell
4,637
-226
-5% -$17.5K 0.18% 91
2024
Q4 		$376K Buy
4,863
+22
+0.5% +$1.71K 0.18% 91
2024
Q3 		$381K Buy
+4,841
New +$377K 0.18% 91

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Elios Financial Group's BSV Position: Q2 2025 in Review

Elios Financial Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 8.4% in Q2 2025, selling an estimated $30.5K and leaving 4,247 shares worth $334K. The position accounts for 0.15% of the portfolio, ranked #102.

Elios Financial Group first reported a position in BSV in Q3 2024 and has held it in 4 quarters since. The position peaked at $381K in Q3 2024. 1,229 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

  • Elios Financial Group held 4,247 shares of Vanguard Short-Term Bond ETF worth $334K as of Q2 2025.
  • Elios Financial Group sold 390 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $30.5K.
  • Vanguard Short-Term Bond ETF made up 0.15% of Elios Financial Group's portfolio in Q2 2025, its #102 holding.
  • Elios Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • Elios Financial Group's Vanguard Short-Term Bond ETF position peaked at $381K in Q3 2024.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.