Financial Gravity Companies’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.52M Buy
+57,496
New +$4.5M 0.89% 28
2024
Q4
$3.87M Buy
50,031
+2,677
+6% +$208K 0.88% 27
2024
Q3
$3.73M Buy
+47,354
New +$3.69M 1% 24
2018
Q4
$3K Buy
+35
New +$2.73K ﹤0.01% 814

Other funds holding BSV

Financial Gravity Companies's BSV Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2025: 57,496 shares worth $4.52M. The stake represents 0.89% of the portfolio and ranks #28 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in BSV as recently as Q4 2024.

Financial Gravity Companies first reported a position in BSV in Q4 2018 and has held it in 4 quarters since. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

  • Financial Gravity Companies held 57,496 shares of Vanguard Short-Term Bond ETF worth $4.52M as of Q2 2025.
  • Vanguard Short-Term Bond ETF was a new Financial Gravity Companies position in Q2 2025.
  • Vanguard Short-Term Bond ETF made up 0.89% of Financial Gravity Companies's portfolio in Q2 2025, its #28 holding.
  • Financial Gravity Companies first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 4 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.