Marquette Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Marquette Asset Management’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	-17	Closed	-$1.33K	–	136
2025 Q1	$1.33K	Hold	17	–	–	﹤0.01%	136
2024 Q4	$1.31K	Hold	17	–	–	﹤0.01%	184
2024 Q3	$1.34K	Hold	17	–	–	﹤0.01%	224
2024 Q2	$1.3K	Sell	17 -260	-94%	-$19.8K	﹤0.01%	184
2024 Q1	$21.2K	Hold	277	–	–	﹤0.01%	156
2023 Q4	$21.3K	Sell	277 -3,127	-92%	-$237K	﹤0.01%	158
2023 Q3	$256K	Sell	3,404 -6,459	-65%	-$487K	0.06%	63
2023 Q2	$745K	Sell	9,863 -27	-0.3%	-$2.06K	0.18%	33
2023 Q1	$756K	Sell	9,890 -3,419	-26%	-$259K	0.2%	34
2022 Q4	$1M	Sell	13,309 -273,918	-95%	-$20.6M	0.3%	30
2022 Q3	$21.5M	Buy	287,227 +11,759	+4%	+$898K	6.72%	5
2022 Q2	$21.2M	Buy	275,468 +141,284	+105%	+$10.9M	6.02%	5
2022 Q1	$10.5M	Buy	134,184 +134,068	+115,576%	+$10.6M	2.43%	10
2021 Q4	$9K	Sell	116 -800	-87%	-$65.1K	﹤0.01%	246
2021 Q3	$75K	Buy	+916	New	+$75.3K	0.02%	157

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

Marquette Asset Management's BSV Position: Q2 2025 in Review

Marquette Asset Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2025, closing a stake of 17 shares — an estimated $1.33K sold.

Marquette Asset Management first reported a position in BSV in Q3 2021 and held it in 15 quarters. The position peaked at $21.5M in Q3 2022. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

Marquette Asset Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
Marquette Asset Management sold 17 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $1.33K.
Marquette Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2021 and held it in 15 quarters.
Marquette Asset Management's Vanguard Short-Term Bond ETF position peaked at $21.5M in Q3 2022.
1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Marquette Asset Management's 13F filing for Q2 2025, filed 15 Jul 2025.