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Family Legacy Financial Solutions’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Family Legacy Financial Solutions’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
-1,851
Closed -$146K – 71
2025
Q3 		$146K Buy
1,851
+11
+0.6% +$865 0.11% 59
2025
Q2 		$145K Buy
+1,840
New +$144K 0.12% 58

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Morgan Stanley
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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

Family Legacy Financial Solutions's BSV Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2025, closing a stake of 1,851 shares — an estimated $146K sold.

Family Legacy Financial Solutions first reported a position in BSV in Q2 2025 and held it in 2 quarters. The position peaked at $146K in Q3 2025. 1,313 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 1,851 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $146K.
  • Family Legacy Financial Solutions first reported a position in Vanguard Short-Term Bond ETF in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's Vanguard Short-Term Bond ETF position peaked at $146K in Q3 2025.
  • 1,313 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.