OPS
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Orion Portfolio Solutions’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Orion Portfolio Solutions’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 		$29.4M Buy
375,726
+64,353
+21% +$5M 0.29% 59
2024
Q4 		$24.1M Buy
311,373
+12,052
+4% +$935K 0.24% 73
2024
Q3 		$23.6M Sell
299,321
-1,258
-0.4% -$98K 0.23% 79
2024
Q2 		$23.1M Buy
300,579
+21,542
+8% +$1.64M 0.24% 79
2024
Q1 		$21.4M Buy
279,037
+9,290
+3% +$713K 0.23% 84
2023
Q4 		$20.7M Sell
269,747
-32,532
-11% -$2.46M 0.24% 83
2023
Q3 		$22.7M Sell
302,279
-97,465
-24% -$7.35M 0.27% 70
2023
Q2 		$30.2M Buy
399,744
+2,093
+0.5% +$160K 0.32% 57
2023
Q1 		$30.4M Buy
397,651
+18,657
+5% +$1.41M 0.38% 43
2022
Q4 		$28.5M Buy
378,994
+7,094
+2% +$532K 1% 12
2022
Q3 		$27.8M Buy
371,900
+83,967
+29% +$6.42M 1.1% 10
2022
Q2 		$22.1M Buy
287,933
+22,990
+9% +$1.77M 0.89% 14
2022
Q1 		$20.6M Buy
264,943
+9,760
+4% +$775K 0.73% 19
2021
Q4 		$20.6M Sell
255,183
-4,990
-2% -$406K 0.69% 18
2021
Q3 		$21.3M Buy
260,173
+5,635
+2% +$463K 0.78% 17
2021
Q2 		$20.9M Buy
254,538
+5,927
+2% +$488K 0.82% 17
2021
Q1 		$20.4M Buy
248,611
+6,483
+3% +$535K 0.88% 16
2020
Q4 		$20.1M Buy
242,128
+10,106
+4% +$837K 0.94% 16
2020
Q3 		$19.3M Buy
232,022
+5,459
+2% +$454K 1% 15
2020
Q2 		$18.8M Buy
226,563
+5,215
+2% +$431K 1.02% 14
2020
Q1 		$18.2M Sell
221,348
-280
-0.1% -$22.7K 1.25% 14
2019
Q4 		$17.9M Buy
+221,628
New +$17.9M 1.4% 16

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

Orion Portfolio Solutions's BSV Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Vanguard Short-Term Bond ETF (BSV) stake by 21% in Q1 2025, buying an estimated $5M and bringing the position to 375,726 shares worth $29.4M. The position accounts for 0.29% of the portfolio, ranked #59.

Orion Portfolio Solutions first reported a position in BSV in Q4 2019 and has held it in 22 quarters since. The position peaked at $30.4M in Q1 2023. 1,211 funds tracked by Wall St. Rank hold BSV as of Q1 2025.

  • Orion Portfolio Solutions held 375,726 shares of Vanguard Short-Term Bond ETF worth $29.4M as of Q1 2025.
  • Orion Portfolio Solutions bought 64,353 Vanguard Short-Term Bond ETF shares in Q1 2025, an estimated $5M.
  • Vanguard Short-Term Bond ETF made up 0.29% of Orion Portfolio Solutions's portfolio in Q1 2025, its #59 holding.
  • Orion Portfolio Solutions first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Vanguard Short-Term Bond ETF position peaked at $30.4M in Q1 2023.
  • 1,211 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.