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GPS Wealth Strategies Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

GPS Wealth Strategies Group’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
Q4 		– Sell
-610
Closed -$48.2K – 682
2025
Q3 		$48.2K Sell
610
-9
-1% -$708 0.01% 683
2025
Q2 		$48.7K Sell
619
-109
-15% -$8.52K 0.01% 644
2025
Q1 		$57K Sell
728
-92
-11% -$7.14K 0.01% 584
2024
Q4 		$63.4K Sell
820
-351
-30% -$27.2K 0.01% 527
2024
Q3 		$92.2K Buy
1,171
+333
+40% +$25.9K 0.01% 451
2024
Q2 		$64.2K Buy
838
+461
+122% +$35.2K 0.01% 490
2024
Q1 		$28.9K Buy
377
+167
+80% +$12.8K ﹤0.01% 636
2023
Q4 		$16.2K Hold
210
– – ﹤0.01% 736
2023
Q3 		$15.8K Hold
210
– – ﹤0.01% 735
2023
Q2 		$15.9K Hold
210
– – ﹤0.01% 743
2023
Q1 		$16.1K Buy
+210
New +$15.9K ﹤0.01% 741

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GPS Wealth Strategies Group's BSV Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2025, closing a stake of 610 shares — an estimated $48.2K sold.

GPS Wealth Strategies Group first reported a position in BSV in Q1 2023 and held it in 11 quarters. The position peaked at $92.2K in Q3 2024. 1,316 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 610 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $48.2K.
  • GPS Wealth Strategies Group first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and held it in 11 quarters.
  • GPS Wealth Strategies Group's Vanguard Short-Term Bond ETF position peaked at $92.2K in Q3 2024.
  • 1,316 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.