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Nicolet Advisory Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Nicolet Advisory Services’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
Q4 		$205K Buy
2,599
+5
+0.2% +$394 0.01% 406
2025
Q3 		$204K Buy
+2,594
New +$204K 0.02% 391
2024
Q4 		– Sell
-3,236
Closed -$254K – 382
2024
Q3 		$254K Sell
3,236
-1,080
-25% -$84.1K 0.02% 317
2024
Q2 		$332K Sell
4,316
-349
-7% -$26.6K 0.03% 260
2024
Q1 		$356K Sell
4,665
-1,545
-25% -$119K 0.04% 238
2023
Q4 		$476K Sell
6,210
-7,948
-56% -$602K 0.05% 169
2023
Q3 		$1.06M Sell
14,158
-4,970
-26% -$375K 0.12% 93
2023
Q2 		$1.44M Sell
19,128
-165,621
-90% -$12.6M 0.16% 73
2023
Q1 		$14.2M Buy
184,749
+5,403
+3% +$409K 1.63% 11
2022
Q4 		$13.6M Sell
179,346
-6,137
-3% -$460K 1.8% 9
2022
Q3 		$13.8M Sell
185,483
-6,584
-3% -$503K 2.26% 6
2022
Q2 		$14.7M Sell
192,067
-7,353
-4% -$566K 2.19% 6
2022
Q1 		$15.4M Sell
199,420
-7,283
-4% -$578K 2.01% 7
2021
Q4 		$16.7M Buy
206,703
+10,072
+5% +$819K 2.05% 7
2021
Q3 		$16.1M Sell
196,631
-300
-0.2% -$24.7K 2.04% 6
2021
Q2 		$16.2M Buy
196,931
+845
+0.4% +$69.5K 2.11% 6
2021
Q1 		$16.1M Buy
196,086
+1,150
+0.6% +$94.9K 2.26% 6
2020
Q4 		$16.2M Buy
194,936
+23,980
+14% +$1.99M 2.27% 6
2020
Q3 		$14.2M Buy
170,956
+14,878
+10% +$1.24M 2.21% 6
2020
Q2 		$13M Buy
156,078
+98,919
+173% +$8.18M 1.99% 7
2020
Q1 		$4.7M Buy
57,159
+26,977
+89% +$2.19M 0.83% 28
2019
Q4 		$2.43M Buy
30,182
+15,614
+107% +$1.26M 0.38% 39
2019
Q3 		$1.18M Buy
14,568
+5,656
+63% +$456K 0.18% 55
2019
Q2 		$718K Sell
8,912
-1
-0% -$80 0.11% 67
2019
Q1 		$709K Buy
+8,913
New +$703K 0.12% 64

Other funds holding BSV

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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

Nicolet Advisory Services's BSV Position: Q4 2025 in Review

Nicolet Advisory Services increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.19% in Q4 2025, buying an estimated $394 and bringing the position to 2,599 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #406.

Nicolet Advisory Services first reported a position in BSV in Q1 2019 and has held it in 25 quarters since. The position peaked at $16.7M in Q4 2021. 1,313 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

  • Nicolet Advisory Services held 2,599 shares of Vanguard Short-Term Bond ETF worth $205K as of Q4 2025.
  • Nicolet Advisory Services bought 5 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $394.
  • Vanguard Short-Term Bond ETF made up 0.01% of Nicolet Advisory Services's portfolio in Q4 2025, its #406 holding.
  • Nicolet Advisory Services first reported a position in Vanguard Short-Term Bond ETF in Q1 2019 and has held it in 25 quarters since.
  • Nicolet Advisory Services's Vanguard Short-Term Bond ETF position peaked at $16.7M in Q4 2021.
  • 1,313 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.