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Miller Equity Capital Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Miller Equity Capital 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
Q1 		– Sell
-6,825
Closed -$527K – 12
2024
Q4 		$527K Buy
6,825
+510
+8% +$39.6K 0.2% 48
2024
Q3 		$497K Sell
6,315
-155
-2% -$12.1K 0.19% 48
2024
Q2 		$496K Sell
6,470
-140
-2% -$10.7K 0.21% 48
2024
Q1 		$507K Buy
6,610
+295
+5% +$22.6K 0.21% 46
2023
Q4 		$486K Sell
6,315
-130
-2% -$9.84K 0.22% 45
2023
Q3 		$484K Sell
6,445
-615
-9% -$46.4K 0.25% 45
2023
Q2 		$534K Sell
7,060
-1,840
-21% -$140K 0.27% 45
2023
Q1 		$681K Sell
8,900
-145
-2% -$11K 0.38% 43
2022
Q4 		$681K Sell
9,045
-19,610
-68% -$1.47M 0.44% 42
2022
Q3 		$2.14M Sell
28,655
-15,900
-36% -$1.21M 1.57% 23
2022
Q2 		$3.42M Sell
44,555
-12,750
-22% -$982K 2.92% 7
2022
Q1 		$4.46M Sell
57,305
-200
-0.3% -$15.9K 3.78% 6
2021
Q4 		$4.65M Buy
57,505
+700
+1% +$56.9K 4.33% 7
2021
Q3 		$4.66M Sell
56,805
-1,300
-2% -$107K 4.58% 5
2021
Q2 		$4.77M Buy
58,105
+910
+2% +$74.9K 4.93% 5
2021
Q1 		$4.7M Buy
57,195
+170
+0.3% +$14K 5.89% 3
2020
Q4 		$4.73M Buy
57,025
+725
+1% +$60.1K 6.31% 3
2020
Q3 		$4.68M Buy
56,300
+2,335
+4% +$194K 7.05% 3
2020
Q2 		$4.49M Hold
53,965
– – 7.29% 3
2020
Q1 		$4.43M Sell
53,965
-2,295
-4% -$186K 8.32% 3
2019
Q4 		$4.54M Buy
+56,260
New +$4.54M 5.81% 4

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Miller Equity Capital Advisors's BSV Position: Q1 2025 in Review

Miller Equity Capital Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2025, closing a stake of 6,825 shares — an estimated $527K sold.

Miller Equity Capital Advisors first reported a position in BSV in Q4 2019 and held it in 21 quarters. The position peaked at $4.77M in Q2 2021. 1,213 funds tracked by Wall St. Rank hold BSV as of Q1 2025.

  • Miller Equity Capital Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Miller Equity Capital Advisors sold 6,825 Vanguard Short-Term Bond ETF shares in Q1 2025, an estimated $527K.
  • Miller Equity Capital Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 21 quarters.
  • Miller Equity Capital Advisors's Vanguard Short-Term Bond ETF position peaked at $4.77M in Q2 2021.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2025.

Based on Miller Equity Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.