Financial Engines Advisors
BSV icon

Financial Engines Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Financial Engines Advisors’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
2026
Q1 		$17.1M Sell
218,413
-4,706
-2% -$371K 0.03% 84
2025
Q4 		$17.6M Buy
223,119
+13,964
+7% +$1.1M 0.03% 81
2025
Q3 		$16.5M Buy
209,155
+16,462
+9% +$1.29M 0.03% 82
2025
Q2 		$15.2M Sell
192,693
-68,947
-26% -$5.39M 0.03% 82
2025
Q1 		$20.5M Sell
261,640
-6,125
-2% -$475K 0.04% 66
2024
Q4 		$20.7M Buy
267,765
+118,518
+79% +$9.2M 0.04% 69
2024
Q3 		$11.7M Buy
149,247
+137,235
+1,142% +$10.7M 0.02% 84
2024
Q2 		$921K Buy
12,012
+389
+3% +$29.7K ﹤0.01% 220
2024
Q1 		$891K Sell
11,623
-29,235
-72% -$2.24M ﹤0.01% 208
2023
Q4 		$3.15M Buy
40,858
+24,606
+151% +$1.86M 0.01% 120
2023
Q3 		$1.22M Sell
16,252
-1,272
-7% -$95.9K ﹤0.01% 159
2023
Q2 		$1.32M Buy
17,524
+399
+2% +$30.4K ﹤0.01% 161
2023
Q1 		$1.31M Sell
17,125
-274,496
-94% -$20.8M ﹤0.01% 164
2022
Q4 		$22M Buy
291,621
+287,474
+6,932% +$21.6M 0.06% 65
2022
Q3 		$310K Sell
4,147
-2,569
-38% -$196K ﹤0.01% 238
2022
Q2 		$515K Buy
6,716
+1,273
+23% +$98.1K ﹤0.01% 198
2022
Q1 		$424K Buy
5,443
+124
+2% +$9.84K ﹤0.01% 213
2021
Q4 		$430K Buy
5,319
+70
+1% +$5.69K ﹤0.01% 174
2021
Q3 		$430K Buy
+5,249
New +$431K ﹤0.01% 181
2021
Q2 		– Sell
-4,821
Closed -$396K – 220
2021
Q1 		$396K Buy
+4,821
New +$398K ﹤0.01% 181

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Engines Advisors's BSV Position: Q1 2026 in Review

Financial Engines Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 2.1% in Q1 2026, selling an estimated $371K and leaving 218,413 shares worth $17.1M. The position accounts for 0.03% of the portfolio, ranked #84.

Financial Engines Advisors first reported a position in BSV in Q1 2021 and has held it in 20 quarters since. The position peaked at $22M in Q4 2022. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Financial Engines Advisors held 218,413 shares of Vanguard Short-Term Bond ETF worth $17.1M as of Q1 2026.
  • Financial Engines Advisors sold 4,706 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $371K.
  • Vanguard Short-Term Bond ETF made up 0.03% of Financial Engines Advisors's portfolio in Q1 2026, its #84 holding.
  • Financial Engines Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • Financial Engines Advisors's Vanguard Short-Term Bond ETF position peaked at $22M in Q4 2022.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.