Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Kovitz Investment Group 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
-78,778
Closed -$6.22M – 563
2025
Q3 		$6.22M Sell
78,778
-1,364
-2% -$107K 0.02% 424
2025
Q2 		$6.31M Sell
80,142
-4,348
-5% -$340K 0.03% 402
2025
Q1 		$6.61M Sell
84,490
-713
-0.8% -$55.3K 0.03% 349
2024
Q4 		$6.58M Sell
85,203
-7,478
-8% -$580K 0.03% 349
2024
Q3 		$7.19M Sell
92,681
-55,013
-37% -$4.29M 0.05% 286
2024
Q2 		$11.3M Sell
147,694
-35,947
-20% -$2.74M 0.1% 159
2024
Q1 		$14.1M Buy
183,641
+55,788
+44% +$4.28M 0.18% 82
2023
Q4 		$9.85M Sell
127,853
-1,718
-1% -$130K 0.16% 70
2023
Q3 		$9.74M Sell
129,571
-45,117
-26% -$3.4M 0.18% 60
2023
Q2 		$13.2M Sell
174,688
-203,993
-54% -$15.5M 0.19% 53
2023
Q1 		$29M Buy
+378,681
New +$28.7M 0.5% 42
2022
Q1 		– Sell
-3,024
Closed -$251K – 427
2021
Q4 		$251K Buy
+3,024
New +$246K 0.01% 383
2021
Q1 		– Sell
-3,024
Closed -$251K – 421
2020
Q4 		$251K Sell
3,024
-22,181
-88% -$1.84M 0.01% 386
2020
Q3 		$2.09M Buy
25,205
+11,580
+85% +$962K 0.06% 193
2020
Q2 		$1.13M Buy
+13,625
New +$1.13M 0.04% 239

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 $424B AUM 22.94% 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

Kovitz Investment Group Partners's BSV Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2025, closing a stake of 78,778 shares — an estimated $6.22M sold.

Kovitz Investment Group Partners first reported a position in BSV in Q2 2020 and held it in 15 quarters. The position peaked at $29M in Q1 2023. 1,315 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 78,778 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $6.22M.
  • Kovitz Investment Group Partners first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and held it in 15 quarters.
  • Kovitz Investment Group Partners's Vanguard Short-Term Bond ETF position peaked at $29M in Q1 2023.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.