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KMG Fiduciary Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

KMG Fiduciary Partners’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
-19,486
Closed -$1.54M – 265
2025
Q3 		$1.54M Buy
19,486
+257
+1% +$20.2K 0.1% 162
2025
Q2 		$1.51M Sell
19,229
-60
-0.3% -$4.69K 0.11% 161
2025
Q1 		$1.51M Sell
19,289
-1,305
-6% -$101K 0.13% 155
2024
Q4 		$1.59M Buy
20,594
+3
+0% +$233 0.13% 144
2024
Q3 		$1.62M Sell
20,591
-1,065
-5% -$83K 0.14% 139
2024
Q2 		$1.66M Buy
21,656
+2
+0% +$153 0.16% 107
2024
Q1 		$1.66M Sell
21,654
-1,222
-5% -$93.7K 0.17% 108
2023
Q4 		$1.76M Buy
22,876
+99
+0.4% +$7.49K 0.21% 105
2023
Q3 		$1.71M Buy
22,777
+902
+4% +$68K 0.23% 104
2023
Q2 		$1.65M Buy
21,875
+163
+0.8% +$12.4K 0.21% 109
2023
Q1 		$1.66M Buy
21,712
+11,119
+105% +$843K 0.24% 106
2022
Q4 		$797K Buy
+10,593
New +$795K 0.13% 138

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

KMG Fiduciary Partners's BSV Position: Q4 2025 in Review

KMG Fiduciary Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2025, closing a stake of 19,486 shares — an estimated $1.54M sold.

KMG Fiduciary Partners first reported a position in BSV in Q4 2022 and held it in 12 quarters. The position peaked at $1.76M in Q4 2023. 1,313 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

  • KMG Fiduciary Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • KMG Fiduciary Partners sold 19,486 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $1.54M.
  • KMG Fiduciary Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and held it in 12 quarters.
  • KMG Fiduciary Partners's Vanguard Short-Term Bond ETF position peaked at $1.76M in Q4 2023.
  • 1,313 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on KMG Fiduciary Partners's 13F filing for Q4 2025, filed 14 Jan 2026.