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Financial Counselors Inc’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Financial Counselors Inc’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 		– Sell
-5,794
Closed -$454K – 78
2025
Q1 		$454K Sell
5,794
-3,536
-38% -$274K 0.01% 429
2024
Q4 		$721K Sell
9,330
-200
-2% -$15.5K 0.01% 368
2024
Q3 		$750K Sell
9,530
-56
-0.6% -$4.36K 0.01% 377
2024
Q2 		$735K Buy
9,586
+2,988
+45% +$228K 0.01% 356
2024
Q1 		$506K Buy
6,598
+2,779
+73% +$213K 0.01% 409
2023
Q4 		$294K Buy
3,819
+315
+9% +$23.8K 0.01% 492
2023
Q3 		$263K Buy
+3,504
New +$264K 0.01% 487

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Counselors Inc's BSV Position: Q2 2025 in Review

Financial Counselors Inc sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2025, closing a stake of 5,794 shares — an estimated $454K sold.

Financial Counselors Inc first reported a position in BSV in Q3 2023 and held it in 7 quarters. The position peaked at $750K in Q3 2024. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

  • Financial Counselors Inc reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 5,794 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $454K.
  • Financial Counselors Inc first reported a position in Vanguard Short-Term Bond ETF in Q3 2023 and held it in 7 quarters.
  • Financial Counselors Inc's Vanguard Short-Term Bond ETF position peaked at $750K in Q3 2024.
  • 1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.