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

Marcum Wealth’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
Q1 		$1.23M Sell
15,687
-642
-4% -$49.8K 0.11% 93
2024
Q4 		$1.26M Buy
16,329
+305
+2% +$23.7K 0.11% 90
2024
Q3 		$1.26M Sell
16,024
-877
-5% -$68.3K 0.12% 90
2024
Q2 		$1.3M Buy
16,901
+394
+2% +$30.1K 0.13% 84
2024
Q1 		$1.27M Sell
16,507
-517
-3% -$39.7K 0.13% 83
2023
Q4 		$1.31M Sell
17,024
-2,685
-14% -$203K 0.14% 79
2023
Q3 		$1.48M Sell
19,709
-34
-0.2% -$2.56K 0.18% 65
2023
Q2 		$1.49M Sell
19,743
-757
-4% -$57.7K 0.18% 63
2023
Q1 		$1.57M Sell
20,500
-8,004
-28% -$607K 0.2% 59
2022
Q4 		$2.15M Buy
28,504
+2,053
+8% +$154K 0.28% 38
2022
Q3 		$1.98M Sell
26,451
-1,448
-5% -$111K 0.3% 35
2022
Q2 		$2.14M Sell
27,899
-2,290
-8% -$176K 0.32% 32
2022
Q1 		$2.35M Buy
30,189
+649
+2% +$51.5K 0.32% 33
2021
Q4 		$2.39M Sell
29,540
-2,955
-9% -$240K 0.33% 35
2021
Q3 		$2.66M Buy
32,495
+764
+2% +$62.8K 0.42% 27
2021
Q2 		$2.61M Buy
31,731
+99
+0.3% +$8.14K 0.42% 27
2021
Q1 		$2.6M Buy
31,632
+1,892
+6% +$156K 0.43% 26
2020
Q4 		$2.46M Sell
29,740
-3,553
-11% -$294K 0.58% 20
2020
Q3 		$2.77M Sell
33,293
-6,297
-16% -$523K 0.85% 19
2020
Q2 		$3.29M Buy
39,590
+8,152
+26% +$674K 1.01% 18
2020
Q1 		$2.58M Buy
31,438
+2,849
+10% +$231K 1% 17
2019
Q4 		$2.31M Buy
+28,589
New +$2.31M 0.86% 16

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marcum Wealth's BSV Position: Q1 2025 in Review

Marcum Wealth reduced its Vanguard Short-Term Bond ETF (BSV) stake by 3.9% in Q1 2025, selling an estimated $49.8K and leaving 15,687 shares worth $1.23M. The position accounts for 0.11% of the portfolio, ranked #93.

Marcum Wealth first reported a position in BSV in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.29M in Q2 2020. 1,212 funds tracked by Wall St. Rank hold BSV as of Q1 2025.

  • Marcum Wealth held 15,687 shares of Vanguard Short-Term Bond ETF worth $1.23M as of Q1 2025.
  • Marcum Wealth sold 642 Vanguard Short-Term Bond ETF shares in Q1 2025, an estimated $49.8K.
  • Vanguard Short-Term Bond ETF made up 0.11% of Marcum Wealth's portfolio in Q1 2025, its #93 holding.
  • Marcum Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Vanguard Short-Term Bond ETF position peaked at $3.29M in Q2 2020.
  • 1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.