Lowe Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Lowe Wealth 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 Q3	$51.4K	Hold	652	–	–	0.02%	144
2025 Q2	$51.3K	Hold	652	–	–	0.02%	140
2025 Q1	$51K	Sell	652 -43	-6%	-$3.34K	0.02%	134
2024 Q4	$53.7K	Buy	+695	New	+$53.9K	0.02%	127
2024 Q1	–	Sell	-63	Closed	-$4.85K	–	309
2023 Q4	$4.85K	Hold	63	–	–	﹤0.01%	251
2023 Q3	$4.74K	Hold	63	–	–	﹤0.01%	239
2023 Q2	$4.76K	Hold	63	–	–	﹤0.01%	271
2023 Q1	$4.82K	Hold	63	–	–	﹤0.01%	257
2022 Q4	$4.74K	Hold	63	–	–	﹤0.01%	263
2022 Q3	$5K	Hold	63	–	–	﹤0.01%	237
2022 Q2	$5K	Hold	63	–	–	﹤0.01%	231
2022 Q1	$5K	Hold	63	–	–	﹤0.01%	238
2021 Q4	$5K	Hold	63	–	–	﹤0.01%	227
2021 Q3	$5K	Hold	63	–	–	﹤0.01%	217
2021 Q2	$5K	Hold	63	–	–	﹤0.01%	210
2021 Q1	$5K	Buy	+63	New	+$5.2K	﹤0.01%	204

Other funds holding BSV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lowe Wealth Advisors's BSV Position: Q3 2025 in Review

Lowe Wealth Advisors held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2025 at 652 shares worth $51.4K. The position accounts for 0.02% of the portfolio, ranked #144.

Lowe Wealth Advisors first reported a position in BSV in Q1 2021 and has held it in 16 quarters since. The position peaked at $53.7K in Q4 2024. 1,212 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

Lowe Wealth Advisors held 652 shares of Vanguard Short-Term Bond ETF worth $51.4K as of Q3 2025.
Lowe Wealth Advisors left its Vanguard Short-Term Bond ETF share count unchanged in Q3 2025.
Vanguard Short-Term Bond ETF made up 0.02% of Lowe Wealth Advisors's portfolio in Q3 2025, its #144 holding.
Lowe Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and has held it in 16 quarters since.
Lowe Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $53.7K in Q4 2024.
1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.