J.W. Coons Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

J.W. Coons 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	$384K	Sell	4,875 -155	-3%	-$12.1K	0.09%	186
2025 Q1	$394K	Hold	5,030	–	–	0.1%	167
2024 Q4	$389K	Hold	5,030	–	–	0.1%	172
2024 Q3	$396K	Hold	5,030	–	–	0.1%	172
2024 Q2	$386K	Hold	5,030	–	–	0.09%	170
2024 Q1	$386K	Hold	5,030	–	–	0.09%	175
2023 Q4	$387K	Buy	+5,030	New	+$381K	0.1%	164

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

J.W. Coons Advisors's BSV Position: Q2 2025 in Review

J.W. Coons Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 3.1% in Q2 2025, selling an estimated $12.1K and leaving 4,875 shares worth $384K. The position accounts for 0.09% of the portfolio, ranked #186.

J.W. Coons Advisors first reported a position in BSV in Q4 2023 and has held it in 7 quarters since. The position peaked at $396K in Q3 2024. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

J.W. Coons Advisors held 4,875 shares of Vanguard Short-Term Bond ETF worth $384K as of Q2 2025.
J.W. Coons Advisors sold 155 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $12.1K.
Vanguard Short-Term Bond ETF made up 0.09% of J.W. Coons Advisors's portfolio in Q2 2025, its #186 holding.
J.W. Coons Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 7 quarters since.
J.W. Coons Advisors's Vanguard Short-Term Bond ETF position peaked at $396K in Q3 2024.
1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.