NewSquare Capital’s Vanguard Short-Term Bond ETF BSV Stock Holding History

NewSquare Capital’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	-96	Closed	-$7.51K	–	1318
2025 Q1	$7.51K	Sell	96 -7	-7%	-$543	﹤0.01%	609
2024 Q4	$7.96K	Hold	103	–	–	﹤0.01%	295
2024 Q3	$8.11K	Buy	103 +7	+7%	+$545	﹤0.01%	234
2024 Q2	$7.36K	Hold	96	–	–	﹤0.01%	250
2024 Q1	$7.36K	Sell	96 -49	-34%	-$3.76K	﹤0.01%	273
2023 Q4	$11.2K	Buy	145 +49	+51%	+$3.71K	﹤0.01%	266
2023 Q3	$7.22K	Hold	96	–	–	﹤0.01%	335
2023 Q2	$7.25K	Hold	96	–	–	﹤0.01%	373
2023 Q1	$7.34K	Sell	96 -53	-36%	-$4.02K	﹤0.01%	385
2022 Q4	$11.2K	Buy	+149	New	+$11.2K	﹤0.01%	277
2018 Q1	–	Sell	-106	Closed	-$8K	–	334
2017 Q4	$8K	Buy	+106	New	+$8.42K	﹤0.01%	237

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

NewSquare Capital's BSV Position: Q2 2025 in Review

NewSquare Capital sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2025, closing a stake of 96 shares — an estimated $7.51K sold.

NewSquare Capital first reported a position in BSV in Q4 2017 and held it in 11 quarters. The position peaked at $11.2K in Q4 2022. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

NewSquare Capital reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
NewSquare Capital sold 96 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $7.51K.
NewSquare Capital first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and held it in 11 quarters.
NewSquare Capital's Vanguard Short-Term Bond ETF position peaked at $11.2K in Q4 2022.
1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on NewSquare Capital's 13F filing for Q2 2025, filed 5 Aug 2025.