NAG
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Northstar Advisory Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Northstar Advisory 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
-2,966
Closed -$233K – 112
2025
Q2 		$233K Sell
2,966
-170
-5% -$13.3K 0.11% 94
2025
Q1 		$245K Buy
3,136
+109
+4% +$8.46K 0.16% 85
2024
Q4 		$234K Sell
3,027
-7
-0.2% -$543 0.12% 95
2024
Q3 		$239K Buy
3,034
+61
+2% +$4.75K 0.12% 90
2024
Q2 		$228K Hold
2,973
– – 0.13% 92
2024
Q1 		$227K Sell
2,973
-20
-0.7% -$1.53K 0.14% 87
2023
Q4 		$231K Hold
2,993
– – 0.14% 86
2023
Q3 		$225K Buy
2,993
+151
+5% +$11.4K 0.16% 82
2023
Q2 		$215K Hold
2,842
– – 0.14% 77
2023
Q1 		$217K Sell
2,842
-110
-4% -$8.34K 0.16% 77
2022
Q4 		$222K Sell
2,952
-47
-2% -$3.53K 0.18% 86
2022
Q3 		$224K Sell
2,999
-164
-5% -$12.5K 0.2% 77
2022
Q2 		$243K Sell
3,163
-566
-15% -$43.6K 0.18% 70
2022
Q1 		$290K Buy
3,729
+124
+3% +$9.84K 0.19% 88
2021
Q4 		$291K Buy
+3,605
New +$293K 0.17% 84
2021
Q3 		– Sell
-3,529
Closed -$290K – 54
2021
Q2 		$290K Buy
3,529
+40
+1% +$3.29K 0.18% 96
2021
Q1 		$287K Sell
3,489
-665
-16% -$54.9K 0.22% 85
2020
Q4 		$344K Buy
+4,154
New +$344K 0.29% 68

Other funds holding BSV

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northstar Advisory Group's BSV Position: Q3 2025 in Review

Northstar Advisory Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2025, closing a stake of 2,966 shares — an estimated $233K sold.

Northstar Advisory Group first reported a position in BSV in Q4 2020 and held it in 18 quarters. The position peaked at $344K in Q4 2020. 1,212 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

  • Northstar Advisory Group reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Northstar Advisory Group sold 2,966 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $233K.
  • Northstar Advisory Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 18 quarters.
  • Northstar Advisory Group's Vanguard Short-Term Bond ETF position peaked at $344K in Q4 2020.
  • 1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on Northstar Advisory Group's 13F filing for Q3 2025, filed 3 Nov 2025.