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Heartwood Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Heartwood Wealth 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
2025
Q4 		– Sell
-150
Closed -$11.8K – 258
2025
Q3 		$11.8K Buy
+150
New +$11.8K ﹤0.01% 377
2023
Q4 		– Sell
-273,097
Closed -$20.5M – 151
2023
Q3 		$20.5M Buy
273,097
+2,136
+0.8% +$161K 3.03% 9
2023
Q2 		$20.5M Buy
270,961
+5,845
+2% +$445K 2.9% 11
2023
Q1 		$20.3M Buy
265,116
+6,967
+3% +$528K 3.02% 10
2022
Q4 		$19.4M Sell
258,149
-14,097
-5% -$1.06M 3.04% 11
2022
Q3 		$20.4M Buy
272,246
+1,801
+0.7% +$138K 3.53% 9
2022
Q2 		$20.8M Buy
270,445
+3,030
+1% +$233K 3.42% 9
2022
Q1 		$20.8M Buy
267,415
+180,557
+208% +$14.3M 3.1% 11
2021
Q4 		$7.02M Sell
86,858
-5,227
-6% -$425K 1.05% 24
2021
Q3 		$7.54M Buy
92,085
+2,806
+3% +$231K 1.17% 24
2021
Q2 		$7.33M Sell
89,279
-2,601
-3% -$214K 1.13% 25
2021
Q1 		$7.55M Sell
91,880
-24,403
-21% -$2.01M 1.21% 24
2020
Q4 		$9.64M Buy
116,283
+110,709
+1,986% +$9.17M 1.56% 20
2020
Q3 		$463K Sell
5,574
-1,331
-19% -$111K 0.09% 49
2020
Q2 		$574K Sell
6,905
-3,288
-32% -$272K 0.11% 38
2020
Q1 		$838K Sell
10,193
-247,559
-96% -$20.1M 0.2% 33
2019
Q4 		$20.8M Buy
+257,752
New +$20.8M 3.97% 7

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heartwood Wealth Advisors's BSV Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2025, closing a stake of 150 shares — an estimated $11.8K sold.

Heartwood Wealth Advisors first reported a position in BSV in Q4 2019 and held it in 17 quarters. The position peaked at $20.8M in Q1 2022. 1,314 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 150 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $11.8K.
  • Heartwood Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 17 quarters.
  • Heartwood Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $20.8M in Q1 2022.
  • 1,314 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.