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

Old Mission 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
2024
Q4 		– Sell
-8,308
Closed -$654K – 940
2024
Q3 		$654K Buy
+8,308
New +$647K 0.01% 650
2024
Q2 		– Sell
-236,228
Closed -$18.1M – 1342
2024
Q1 		$18.1M Buy
+236,228
New +$18.1M 0.3% 64
2022
Q4 		– Sell
-317,079
Closed -$23.7M – 1468
2022
Q3 		$23.7M Buy
317,079
+256,472
+423% +$19.6M 0.75% 19
2022
Q2 		$4.65M Sell
60,607
-119,264
-66% -$9.19M 0.13% 153
2022
Q1 		$14M Buy
179,871
+136,832
+318% +$10.9M 0.39% 41
2021
Q4 		$3.48M Buy
43,039
+29,388
+215% +$2.39M 0.14% 139
2021
Q3 		$1.12M Sell
13,651
-14,163
-51% -$1.16M 0.05% 355
2021
Q2 		$2.29M Sell
27,814
-116,484
-81% -$9.58M 0.08% 219
2021
Q1 		$11.9M Buy
+144,298
New +$11.9M 0.66% 25
2020
Q3 		– Sell
-29,756
Closed -$2.47M – 445
2020
Q2 		$2.47M Sell
29,756
-16,081
-35% -$1.33M 0.18% 102
2020
Q1 		$3.77M Buy
+45,837
New +$3.72M 0.32% 74
2018
Q3 		– Sell
-45,298
Closed -$3.54M – 257
2018
Q2 		$3.54M Sell
45,298
-40,811
-47% -$3.19M 0.39% 33
2018
Q1 		$6.75M Buy
+86,109
New +$6.77M 0.89% 22
2017
Q3 		– Sell
-5,973
Closed -$477K – 335
2017
Q2 		$477K Buy
+5,973
New +$477K 0.06% 172

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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

Old Mission Capital's BSV Position: Q4 2024 in Review

Old Mission Capital sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2024, closing a stake of 8,308 shares — an estimated $654K sold.

Old Mission Capital first reported a position in BSV in Q2 2017 and held it in 14 quarters. The position peaked at $23.7M in Q3 2022. 1,247 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

  • Old Mission Capital reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Old Mission Capital sold 8,308 Vanguard Short-Term Bond ETF shares in Q4 2024, an estimated $654K.
  • Old Mission Capital first reported a position in Vanguard Short-Term Bond ETF in Q2 2017 and held it in 14 quarters.
  • Old Mission Capital's Vanguard Short-Term Bond ETF position peaked at $23.7M in Q3 2022.
  • 1,247 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Old Mission Capital's 13F filing for Q4 2024, filed 12 Feb 2025.