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Oak Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Oak Wealth Advisors’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
Q1 		– Sell
-4,638
Closed -$358K – 54
2024
Q4 		$358K Buy
+4,638
New +$360K 0.28% 40

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oak Wealth Advisors's BSV Position: Q1 2025 in Review

Oak Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2025, closing a stake of 4,638 shares — an estimated $358K sold.

Oak Wealth Advisors first reported a position in BSV in Q4 2024 and held it in 1 quarter. The position peaked at $358K in Q4 2024. 1,211 funds tracked by Wall St. Rank hold BSV as of Q1 2025.

  • Oak Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Oak Wealth Advisors sold 4,638 Vanguard Short-Term Bond ETF shares in Q1 2025, an estimated $358K.
  • Oak Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and held it in 1 quarter.
  • Oak Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $358K in Q4 2024.
  • 1,211 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2025.

Based on Oak Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.