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Financial Advocates Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Financial Advocates Investment 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
Q3 		$265K Sell
3,358
-50,479
-94% -$3.97M 0.15% 90
2025
Q2 		$4.24M Sell
53,837
-4,226
-7% -$330K 0.35% 64
2025
Q1 		$4.55M Sell
58,063
-3,131
-5% -$243K 0.32% 71
2024
Q4 		$4.73M Buy
61,194
+7,519
+14% +$584K 0.27% 82
2024
Q3 		$4.22M Sell
53,675
-8,113
-13% -$632K 0.24% 100
2024
Q2 		$4.74M Sell
61,788
-3,845
-6% -$293K 0.29% 76
2024
Q1 		$5.03M Sell
65,633
-3,674
-5% -$282K 0.29% 84
2023
Q4 		$5.34M Buy
69,307
+5,063
+8% +$383K 0.35% 68
2023
Q3 		$4.83M Buy
64,244
+12,125
+23% +$914K 0.35% 74
2023
Q2 		$3.94M Sell
52,119
-2,106
-4% -$161K 0.28% 88
2023
Q1 		$4.15M Sell
54,225
-3,874
-7% -$294K 0.3% 81
2022
Q4 		$4.37M Buy
58,099
+12,866
+28% +$965K 0.33% 76
2022
Q3 		$3.39M Sell
45,233
-27,457
-38% -$2.1M 0.28% 97
2022
Q2 		$5.58M Sell
72,690
-43,701
-38% -$3.37M 0.45% 42
2022
Q1 		$9.07M Buy
116,391
+26,453
+29% +$2.1M 0.6% 31
2021
Q4 		$7.25M Sell
89,938
-54,842
-38% -$4.46M 0.46% 41
2021
Q3 		$11.9M Buy
144,780
+21,386
+17% +$1.76M 0.8% 18
2021
Q2 		$10.1M Buy
123,394
+763
+0.6% +$62.8K 0.68% 23
2021
Q1 		$10.1M Buy
122,631
+27,900
+29% +$2.3M 0.71% 23
2020
Q4 		$7.95M Buy
94,731
+15,702
+20% +$1.3M 0.54% 33
2020
Q3 		$6.56M Buy
79,029
+41,863
+113% +$3.48M 0.56% 35
2020
Q2 		$3.09M Sell
37,166
-2,672
-7% -$221K 0.29% 87
2020
Q1 		$3.27M Sell
39,838
-983
-2% -$79.8K 0.47% 53
2019
Q4 		$3.29M Buy
40,821
+20,618
+102% +$1.66M 0.35% 73
2019
Q3 		$1.63M Sell
20,203
-860
-4% -$69.4K 0.19% 128
2019
Q2 		$1.7M Buy
21,063
+3,299
+19% +$263K 0.2% 128
2019
Q1 		$1.41M Sell
17,764
-19,052
-52% -$1.5M 0.18% 139
2018
Q4 		$2.89M Buy
36,816
+19,251
+110% +$1.5M 0.39% 68
2018
Q3 		$1.37M Buy
17,565
+2,208
+14% +$172K 0.15% 149
2018
Q2 		$1.2M Buy
15,357
+2,741
+22% +$214K 0.15% 147
2018
Q1 		$990K Sell
12,616
-6,399
-34% -$503K 0.13% 164
2017
Q4 		$1.5M Buy
+19,015
New +$1.51M 0.21% 106

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $23.6B AUM 20.99% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Advocates Investment Management's BSV Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 94% in Q3 2025, selling an estimated $3.97M and leaving 3,358 shares worth $265K. The position accounts for 0.15% of the portfolio, ranked #90.

Financial Advocates Investment Management first reported a position in BSV in Q4 2017 and has held it in 32 quarters since. The position peaked at $11.9M in Q3 2021. 1,213 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

  • Financial Advocates Investment Management held 3,358 shares of Vanguard Short-Term Bond ETF worth $265K as of Q3 2025.
  • Financial Advocates Investment Management sold 50,479 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $3.97M.
  • Vanguard Short-Term Bond ETF made up 0.15% of Financial Advocates Investment Management's portfolio in Q3 2025, its #90 holding.
  • Financial Advocates Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and has held it in 32 quarters since.
  • Financial Advocates Investment Management's Vanguard Short-Term Bond ETF position peaked at $11.9M in Q3 2021.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.