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New Century Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

New Century Financial Group’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
-18,708
Closed -$1.46M – 118
2025
Q1 		$1.46M Sell
18,708
-791
-4% -$61.4K 1.69% 13
2024
Q4 		$1.51M Buy
19,499
+578
+3% +$44.9K 0.64% 37
2024
Q3 		$1.49M Buy
18,921
+1,465
+8% +$114K 0.55% 39
2024
Q2 		$1.34M Buy
+17,456
New +$1.33M 0.57% 34

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

New Century Financial Group's BSV Position: Q2 2025 in Review

New Century Financial Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2025, closing a stake of 18,708 shares — an estimated $1.46M sold.

New Century Financial Group first reported a position in BSV in Q2 2024 and held it in 4 quarters. The position peaked at $1.51M in Q4 2024. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

  • New Century Financial Group reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • New Century Financial Group sold 18,708 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $1.46M.
  • New Century Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2024 and held it in 4 quarters.
  • New Century Financial Group's Vanguard Short-Term Bond ETF position peaked at $1.51M in Q4 2024.
  • 1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on New Century Financial Group's 13F filing for Q2 2025, filed 21 Jul 2025.