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

Insight 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
-3,309
Closed -$261K – 287
2025
Q3 		$261K Sell
3,309
-627
-16% -$49.3K 0.04% 240
2025
Q2 		$310K Buy
3,936
+2
+0.1% +$156 0.05% 211
2025
Q1 		$308K Sell
3,934
-1,026
-21% -$79.6K 0.05% 209
2024
Q4 		$383K Sell
4,960
-277
-5% -$21.5K 0.06% 189
2024
Q3 		$412K Sell
5,237
-519
-9% -$40.4K 0.07% 185
2024
Q2 		$441K Sell
5,756
-844
-13% -$64.4K 0.08% 171
2024
Q1 		$506K Buy
6,600
+3
+0% +$230 0.1% 156
2023
Q4 		$508K Sell
6,597
-75
-1% -$5.68K 0.11% 140
2023
Q3 		$502K Sell
6,672
-79
-1% -$5.96K 0.11% 136
2023
Q2 		$510K Sell
6,751
-558
-8% -$42.5K 0.11% 134
2023
Q1 		$559K Buy
7,309
+3
+0% +$227 0.13% 123
2022
Q4 		$551K Sell
7,306
-668
-8% -$50.1K 0.19% 140
2022
Q3 		$597K Buy
7,974
+1
+0% +$76 0.23% 111
2022
Q2 		$616K Buy
7,973
+6
+0.1% +$462 0.21% 123
2022
Q1 		$621K Sell
7,967
-70
-0.9% -$5.56K 0.19% 136
2021
Q4 		$650K Sell
8,037
-63
-0.8% -$5.12K 0.19% 128
2021
Q3 		$661K Buy
8,100
+4,206
+108% +$346K 0.2% 134
2021
Q2 		$321K Sell
3,894
-107
-3% -$8.8K 0.1% 236
2021
Q1 		$329K Sell
4,001
-1,382
-26% -$114K 0.1% 243
2020
Q4 		$446K Buy
+5,383
New +$446K 0.17% 157

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

Insight Advisors's BSV Position: Q4 2025 in Review

Insight Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2025, closing a stake of 3,309 shares — an estimated $261K sold.

Insight Advisors first reported a position in BSV in Q4 2020 and held it in 20 quarters. The position peaked at $661K in Q3 2021. 1,316 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

  • Insight Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Insight Advisors sold 3,309 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $261K.
  • Insight Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 20 quarters.
  • Insight Advisors's Vanguard Short-Term Bond ETF position peaked at $661K in Q3 2021.
  • 1,316 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on Insight Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.