Palisades Hudson Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Palisades Hudson Asset Management’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 Q4	–	Sell	-14,383	Closed	-$1.14M	–	103
2025 Q3	$1.14M	Buy	14,383 +99	+0.7%	+$7.79K	0.41%	32
2025 Q2	$1.12M	Buy	+14,284	New	+$1.12M	0.44%	33
2025 Q1	–	Sell	-6,206	Closed	-$480K	–	102
2024 Q4	$480K	Buy	6,206 +54	+0.9%	+$4.19K	0.2%	58
2024 Q3	$484K	Buy	6,152 +39	+0.6%	+$3.04K	0.2%	60
2024 Q2	$469K	Buy	6,113 +36	+0.6%	+$2.75K	0.22%	58
2024 Q1	$466K	Buy	6,077 +376	+7%	+$28.8K	0.21%	59
2023 Q4	$439K	Buy	5,701 +39	+0.7%	+$2.95K	0.21%	58
2023 Q3	$426K	Buy	5,662 +26	+0.5%	+$1.96K	0.23%	53
2023 Q2	$426K	Buy	5,636 +22	+0.4%	+$1.68K	0.22%	56
2023 Q1	$429K	Buy	5,614 +13	+0.2%	+$985	0.23%	57
2022 Q4	$422K	Buy	5,601 +24	+0.4%	+$1.8K	0.23%	57
2022 Q3	$417K	Buy	5,577 +15	+0.3%	+$1.15K	0.25%	54
2022 Q2	$427K	Buy	5,562 +13	+0.2%	+$1K	0.24%	57
2022 Q1	$432K	Buy	5,549 +55	+1%	+$4.37K	0.2%	63
2021 Q4	$444K	Buy	5,494 +29	+0.5%	+$2.36K	0.19%	65
2021 Q3	$448K	Buy	5,465 +10	+0.2%	+$822	0.2%	59
2021 Q2	$448K	Buy	5,455 +2,318	+74%	+$191K	0.2%	60
2021 Q1	$258K	Buy	3,137 +5	+0.2%	+$413	0.12%	93
2020 Q4	$260K	Buy	3,132 +12	+0.4%	+$994	0.13%	86
2020 Q3	$259K	Buy	3,120 +3	+0.1%	+$249	0.17%	78
2020 Q2	$259K	Buy	3,117 +11	+0.4%	+$910	0.18%	72
2020 Q1	$255K	Buy	3,106 +8	+0.3%	+$650	0.22%	69
2019 Q4	$250K	Buy	3,098 +17	+0.6%	+$1.37K	0.16%	86
2019 Q3	$249K	Buy	3,081 +12	+0.4%	+$968	0.17%	81
2019 Q2	$247K	Buy	3,069 +14	+0.5%	+$1.12K	0.17%	81
2019 Q1	$243K	Buy	3,055 +152	+5%	+$12K	0.16%	83
2018 Q4	$228K	Buy	+2,903	New	+$226K	0.13%	101

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Palisades Hudson Asset Management's BSV Position: Q4 2025 in Review

Palisades Hudson Asset Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2025, closing a stake of 14,383 shares — an estimated $1.14M sold.

Palisades Hudson Asset Management first reported a position in BSV in Q4 2018 and held it in 27 quarters. The position peaked at $1.14M in Q3 2025. 1,316 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

Palisades Hudson Asset Management reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
Palisades Hudson Asset Management sold 14,383 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $1.14M.
Palisades Hudson Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and held it in 27 quarters.
Palisades Hudson Asset Management's Vanguard Short-Term Bond ETF position peaked at $1.14M in Q3 2025.
1,316 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on Palisades Hudson Asset Management's 13F filing for Q4 2025, filed 30 Jan 2026.