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

Lion Street 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	–	Sell	-3,984	Closed	-$312K	–	276
2025 Q1	$312K	Buy	3,984 +132	+3%	+$10.2K	0.1%	200
2024 Q4	$298K	Buy	+3,852	New	+$299K	0.09%	204
2024 Q2	–	Sell	-3,357	Closed	-$259K	–	265
2024 Q1	$259K	Hold	3,357	–	–	0.11%	205
2023 Q4	$259K	Sell	3,357 -46	-1%	-$3.48K	0.11%	205
2023 Q3	$256K	Buy	+3,403	New	+$257K	0.08%	205
2021 Q3	–	Sell	-40	Closed	-$3.29K	–	152
2021 Q2	$3.29K	Buy	+40	New	+$3.29K	0.12%	57
2021 Q1	–	Sell	-4,257	Closed	-$353K	–	19
2020 Q4	$353K	Sell	4,257 -8,244	-66%	-$683K	0.86%	26
2020 Q3	$1.03M	Buy	12,501 +8,334	+200%	+$692K	2.1%	14
2020 Q2	$346K	Sell	4,167 -97	-2%	-$8.02K	2.42%	15
2020 Q1	$350K	Buy	4,264 +100	+2%	+$8.12K	1.91%	13
2019 Q4	$337K	Buy	+4,164	New	+$336K	1.62%	21

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

Lion Street Advisors's BSV Position: Q2 2025 in Review

Lion Street Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2025, closing a stake of 3,984 shares — an estimated $312K sold.

Lion Street Advisors first reported a position in BSV in Q4 2019 and held it in 11 quarters. The position peaked at $1.03M in Q3 2020. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

Lion Street Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
Lion Street Advisors sold 3,984 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $312K.
Lion Street Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 11 quarters.
Lion Street Advisors's Vanguard Short-Term Bond ETF position peaked at $1.03M in Q3 2020.
1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Lion Street Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.