Financial Partners Group (Tennessee)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Financial Partners Group (Tennessee)’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	$5.71M	Buy	+72,595	New	+$5.68M	2.07%	19

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Partners Group (Tennessee)'s BSV Position: Q2 2025 in Review

Financial Partners Group (Tennessee) opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2025: 72,595 shares worth $5.71M. The stake represents 2.07% of the portfolio and ranks #19 among its holdings.

1,228 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

Financial Partners Group (Tennessee) held 72,595 shares of Vanguard Short-Term Bond ETF worth $5.71M as of Q2 2025.
Vanguard Short-Term Bond ETF was a new Financial Partners Group (Tennessee) position in Q2 2025.
Vanguard Short-Term Bond ETF made up 2.07% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #19 holding.
1,228 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.