Newbridge Financial Services Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Newbridge Financial Services 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 Q3	–	Sell	-578	Closed	-$45.5K	–	1301
2025 Q2	$45.5K	Sell	578 -94	-14%	-$7.35K	0.01%	523
2025 Q1	$52.6K	Sell	672 -397	-37%	-$30.8K	0.01%	361
2024 Q4	$82.6K	Buy	+1,069	New	+$83K	0.02%	301
2024 Q3	–	Sell	-1,149	Closed	-$88.2K	–	714
2024 Q2	$88.2K	Sell	1,149 -75	-6%	-$5.72K	0.03%	280
2024 Q1	$93.8K	Buy	1,224 +553	+82%	+$42.4K	0.04%	297
2023 Q4	$51.7K	Hold	671	–	–	0.03%	382
2023 Q3	$50.4K	Hold	671	–	–	0.03%	414
2023 Q2	$50.7K	Hold	671	–	–	0.02%	452
2023 Q1	$51.3K	Hold	671	–	–	0.03%	462
2022 Q4	$50.5K	Hold	671	–	–	0.03%	460
2022 Q3	$50K	Hold	671	–	–	0.03%	448
2022 Q2	$52K	Sell	671 -236	-26%	-$18.2K	0.03%	399
2022 Q1	$71K	Buy	907 +886	+4,219%	+$70.3K	0.03%	379
2021 Q4	$2K	Sell	21 -7	-25%	-$569	﹤0.01%	1222
2021 Q3	$2K	Sell	28 -7	-20%	-$575	﹤0.01%	1165
2021 Q2	$3K	Buy	+35	New	+$2.88K	﹤0.01%	1202

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

Newbridge Financial Services Group's BSV Position: Q3 2025 in Review

Newbridge Financial Services Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2025, closing a stake of 578 shares — an estimated $45.5K sold.

Newbridge Financial Services Group first reported a position in BSV in Q2 2021 and held it in 16 quarters. The position peaked at $93.8K in Q1 2024. 1,212 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

Newbridge Financial Services Group reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 578 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $45.5K.
Newbridge Financial Services Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2021 and held it in 16 quarters.
Newbridge Financial Services Group's Vanguard Short-Term Bond ETF position peaked at $93.8K in Q1 2024.
1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on Newbridge Financial Services Group's 13F filing for Q3 2025, filed 13 Nov 2025.