FSA Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

FSA Wealth 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 Q2	–	Sell	-115	Closed	-$9K	–	547
2025 Q1	$9K	Buy	115 +68	+145%	+$5.28K	﹤0.01%	282
2024 Q4	$3.65K	Hold	47	–	–	﹤0.01%	421
2024 Q3	$3.68K	Buy	+47	New	+$3.66K	﹤0.01%	435
2024 Q1	$3.52K	Hold	46	–	–	﹤0.01%	490
2023 Q4	$4K	Buy	+46	New	+$3.48K	﹤0.01%	449
2022 Q3	–	Sell	-15,429	Closed	-$1.19M	–	50
2022 Q2	$1.19M	Buy	+15,429	New	+$1.19M	3.29%	8
2020 Q2	–	Sell	-125	Closed	-$10K	–	388
2020 Q1	$10K	Hold	125	–	–	0.01%	240
2019 Q4	$10K	Buy	+125	New	+$10.1K	0.01%	301

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

FSA Wealth Management's BSV Position: Q2 2025 in Review

FSA Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2025, closing a stake of 115 shares — an estimated $9K sold.

FSA Wealth Management first reported a position in BSV in Q4 2019 and held it in 8 quarters. The position peaked at $1.19M in Q2 2022. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

FSA Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
FSA Wealth Management sold 115 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $9K.
FSA Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 8 quarters.
FSA Wealth Management's Vanguard Short-Term Bond ETF position peaked at $1.19M in Q2 2022.
1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on FSA Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.