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

Pacific Capital 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	-542	Closed	-$41.9K	–	123
2024 Q4	$41.9K	Sell	542 -154	-22%	-$12K	0.01%	162
2024 Q3	$54.8K	Sell	696 -14,015	-95%	-$1.09M	0.01%	149
2024 Q2	$1.13M	Sell	14,711 -617	-4%	-$47.1K	0.21%	36
2024 Q1	$1.18M	Sell	15,328 -606	-4%	-$46.5K	0.28%	36
2023 Q4	$1.23M	Buy	15,934 +269	+2%	+$20.4K	0.31%	34
2023 Q3	$1.18M	Buy	15,665 +3	+0%	+$226	0.33%	35
2023 Q2	$1.18M	Buy	15,662 +3	+0%	+$229	0.3%	36
2023 Q1	$1.2M	Sell	15,659 -14,356	-48%	-$1.09M	0.31%	41
2022 Q4	$2.26M	Sell	30,015 -3,066	-9%	-$230K	0.58%	33
2022 Q3	$2.48M	Sell	33,081 -27	-0.1%	-$2.06K	0.67%	29
2022 Q2	$2.54M	Buy	33,108 +5,642	+21%	+$435K	0.7%	31
2022 Q1	$2.14M	Buy	27,466 +1,995	+8%	+$158K	0.61%	35
2021 Q4	$2.06M	Buy	25,471 +7	+0%	+$569	0.59%	40
2021 Q3	$2.09M	Buy	+25,464	New	+$2.09M	0.66%	38

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pacific Capital Wealth Advisors's BSV Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2025, closing a stake of 542 shares — an estimated $41.9K sold.

Pacific Capital Wealth Advisors first reported a position in BSV in Q3 2021 and held it in 14 quarters. The position peaked at $2.54M in Q2 2022. 1,211 funds tracked by Wall St. Rank hold BSV as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 542 Vanguard Short-Term Bond ETF shares in Q1 2025, an estimated $41.9K.
Pacific Capital Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2021 and held it in 14 quarters.
Pacific Capital Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $2.54M in Q2 2022.
1,211 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.