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Lake Street Advisors Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$3.83M Hold
49,557
– – 0.18% 79
2024
Q3 		$3.9M Hold
49,557
– – 0.18% 68
2024
Q2 		$3.8M Buy
49,557
+170
+0.3% +$13K 0.18% 77
2024
Q1 		$3.79M Buy
49,387
+161
+0.3% +$12.3K 0.18% 81
2023
Q4 		$3.79M Sell
49,226
-763
-2% -$57.8K 0.19% 76
2023
Q3 		$3.76M Buy
49,989
+202
+0.4% +$15.2K 0.22% 75
2023
Q2 		$3.76M Sell
49,787
-482
-1% -$36.7K 0.21% 74
2023
Q1 		$3.85M Sell
50,269
-3,270
-6% -$248K 0.24% 67
2022
Q4 		$4.03M Buy
53,539
+13,350
+33% +$1M 0.27% 60
2022
Q3 		$3.01M Sell
40,189
-5,723
-12% -$437K 0.22% 69
2022
Q2 		$3.53M Sell
45,912
-1,028
-2% -$79.2K 0.25% 59
2022
Q1 		$3.66M Sell
46,940
-7,735
-14% -$614K 0.23% 66
2021
Q4 		$4.42M Buy
+54,675
New +$4.45M 0.28% 57
2021
Q3 		– Sell
-50,246
Closed -$4.13M – 256
2021
Q2 		$4.13M Sell
50,246
-3,046
-6% -$251K 0.3% 47
2021
Q1 		$4.38M Buy
53,292
+73
+0.1% +$6.03K 0.36% 41
2020
Q4 		$4.41M Buy
53,219
+164
+0.3% +$13.6K 0.37% 42
2020
Q3 		$4.41M Buy
53,055
+611
+1% +$50.8K 0.42% 38
2020
Q2 		$4.36M Buy
52,444
+8,330
+19% +$689K 0.44% 36
2020
Q1 		$3.63M Buy
44,114
+225
+0.5% +$18.3K 0.45% 40
2019
Q4 		$3.54M Buy
43,889
+13,474
+44% +$1.09M 0.35% 34
2019
Q3 		$2.46M Buy
30,415
+7,811
+35% +$630K 0.27% 36
2019
Q2 		$1.82M Buy
22,604
+39
+0.2% +$3.11K 0.19% 36
2019
Q1 		$1.8M Buy
22,565
+4,635
+26% +$366K 0.19% 38
2018
Q4 		$1.41M Buy
17,930
+128
+0.7% +$9.98K 0.17% 41
2018
Q3 		$1.39M Sell
17,802
-167
-0.9% -$13K 0.15% 40
2018
Q2 		$1.41M Buy
17,969
+343
+2% +$26.8K 0.14% 54
2018
Q1 		$1.38M Buy
17,626
+52
+0.3% +$4.09K 0.16% 49
2017
Q4 		$1.39M Buy
+17,574
New +$1.4M 0.16% 47

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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

Lake Street Advisors Group's BSV Position: Q4 2024 in Review

Lake Street Advisors Group held its Vanguard Short-Term Bond ETF (BSV) position steady in Q4 2024 at 49,557 shares worth $3.83M. The position accounts for 0.18% of the portfolio, ranked #79.

Lake Street Advisors Group first reported a position in BSV in Q4 2017 and has held it in 28 quarters since. The position peaked at $4.42M in Q4 2021. 1,248 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

  • Lake Street Advisors Group held 49,557 shares of Vanguard Short-Term Bond ETF worth $3.83M as of Q4 2024.
  • Lake Street Advisors Group left its Vanguard Short-Term Bond ETF share count unchanged in Q4 2024.
  • Vanguard Short-Term Bond ETF made up 0.18% of Lake Street Advisors Group's portfolio in Q4 2024, its #79 holding.
  • Lake Street Advisors Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and has held it in 28 quarters since.
  • Lake Street Advisors Group's Vanguard Short-Term Bond ETF position peaked at $4.42M in Q4 2021.
  • 1,248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.