Index Fund Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Index Fund 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 Q2	–	Sell	-3,274	Closed	-$256K	–	146
2025 Q1	$256K	Buy	3,274 +5	+0.2%	+$388	0.02%	76
2024 Q4	$253K	Buy	3,269 +154	+5%	+$12K	0.01%	94
2024 Q3	$245K	Buy	3,115 +6	+0.2%	+$467	0.01%	93
2024 Q2	$238K	Sell	3,109 -147	-5%	-$11.2K	0.01%	85
2024 Q1	$250K	Buy	3,256 +3	+0.1%	+$230	0.01%	82
2023 Q4	$251K	Buy	3,253 +7	+0.2%	+$530	0.01%	79
2023 Q3	$244K	Buy	3,246 +4	+0.1%	+$302	0.02%	78
2023 Q2	$245K	Buy	3,242 +4	+0.1%	+$305	0.02%	74
2023 Q1	$248K	Buy	3,238 +3	+0.1%	+$227	0.02%	81
2022 Q4	$244K	Sell	3,235 -497	-13%	-$37.3K	0.02%	73
2022 Q3	$279K	Sell	3,732 -212	-5%	-$16.2K	0.02%	70
2022 Q2	$303K	Buy	3,944 +409	+12%	+$31.5K	0.02%	68
2022 Q1	$275K	Buy	3,535 +2	+0.1%	+$159	0.02%	81
2021 Q4	$286K	Buy	+3,533	New	+$287K	0.02%	78

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

Index Fund Advisors's BSV Position: Q2 2025 in Review

Index Fund Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2025, closing a stake of 3,274 shares — an estimated $256K sold.

Index Fund Advisors first reported a position in BSV in Q4 2021 and held it in 14 quarters. The position peaked at $303K in Q2 2022. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

Index Fund Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
Index Fund Advisors sold 3,274 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $256K.
Index Fund Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 14 quarters.
Index Fund Advisors's Vanguard Short-Term Bond ETF position peaked at $303K in Q2 2022.
1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Index Fund Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.