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

Oarsman 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
Q1 		– Sell
-1,675
Closed -$129K – 331
2024
Q4 		$129K Hold
1,675
– – 0.02% 292
2024
Q3 		$132K Buy
+1,675
New +$130K 0.02% 297
2024
Q1 		– Sell
-3,863
Closed -$298K – 240
2023
Q4 		$298K Buy
+3,863
New +$292K 0.08% 175
2019
Q2 		– Sell
-2,996
Closed -$238K – 178
2019
Q1 		$238K Sell
2,996
-120
-4% -$9.47K 0.11% 161
2018
Q4 		$245K Sell
3,116
-400
-11% -$31.2K 0.13% 156
2018
Q3 		$274K Sell
3,516
-495
-12% -$38.7K 0.11% 155
2018
Q2 		$314K Sell
4,011
-1,580
-28% -$123K 0.14% 139
2018
Q1 		$439K Sell
5,591
-770
-12% -$60.5K 0.2% 123
2017
Q4 		$503K Buy
6,361
+321
+5% +$25.5K 0.22% 117
2017
Q3 		$482K Buy
6,040
+250
+4% +$20K 0.2% 114
2017
Q2 		$462K Buy
5,790
+355
+7% +$28.4K 0.21% 117
2017
Q1 		$433K Buy
+5,435
New +$433K 0.2% 126
2016
Q4 		– Sell
-4,322
Closed -$349K – 155
2016
Q3 		$349K Buy
4,322
+650
+18% +$52.6K 0.18% 137
2016
Q2 		$298K Buy
+3,672
New +$296K 0.15% 144

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

Oarsman Capital's BSV Position: Q1 2025 in Review

Oarsman Capital sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2025, closing a stake of 1,675 shares — an estimated $129K sold.

Oarsman Capital first reported a position in BSV in Q2 2016 and held it in 14 quarters. The position peaked at $503K in Q4 2017. 1,211 funds tracked by Wall St. Rank hold BSV as of Q1 2025.

  • Oarsman Capital reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 1,675 Vanguard Short-Term Bond ETF shares in Q1 2025, an estimated $129K.
  • Oarsman Capital first reported a position in Vanguard Short-Term Bond ETF in Q2 2016 and held it in 14 quarters.
  • Oarsman Capital's Vanguard Short-Term Bond ETF position peaked at $503K in Q4 2017.
  • 1,211 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.