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Phillips Financial Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Phillips Financial 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
2026
Q1 		$6.13M Sell
78,235
-24,271
-24% -$1.91M 0.44% 44
2025
Q4 		$8.08M Buy
102,506
+3,611
+4% +$285K 0.52% 41
2025
Q3 		$7.8M Sell
98,895
-4,008
-4% -$315K 0.51% 41
2025
Q2 		$8.1M Sell
102,903
-4,282
-4% -$335K 0.59% 38
2025
Q1 		$8.39M Sell
107,185
-836
-0.8% -$64.9K 0.65% 35
2024
Q4 		$8.35M Sell
108,021
-8,833
-8% -$686K 0.66% 35
2024
Q3 		$9.2M Sell
116,854
-4,312
-4% -$336K 0.71% 35
2024
Q2 		$9.29M Buy
121,166
+2,990
+3% +$228K 0.77% 33
2024
Q1 		$9.06M Sell
118,176
-9
-0% -$690 0.74% 34
2023
Q4 		$9.1M Sell
118,185
-650
-0.5% -$49.2K 0.79% 32
2023
Q3 		$8.93M Sell
118,835
-1,659
-1% -$125K 0.85% 32
2023
Q2 		$9.11M Buy
120,494
+3,071
+3% +$234K 0.85% 30
2023
Q1 		$8.98M Sell
117,423
-13,658
-10% -$1.03M 0.87% 31
2022
Q4 		$9.87M Buy
131,081
+77,362
+144% +$5.8M 1% 26
2022
Q3 		$4.02M Buy
53,719
+12,086
+29% +$923K 0.44% 46
2022
Q2 		$3.2M Buy
41,633
+359
+0.9% +$27.7K 0.35% 59
2022
Q1 		$3.21M Buy
41,274
+1,477
+4% +$117K 0.3% 57
2021
Q4 		$3.22M Sell
39,797
-810
-2% -$65.9K 0.32% 52
2021
Q3 		$3.33M Sell
40,607
-483
-1% -$39.7K 0.34% 49
2021
Q2 		$3.38M Buy
41,090
+660
+2% +$54.3K 0.35% 48
2021
Q1 		$3.32M Buy
40,430
+32
+0.1% +$2.64K 0.41% 47
2020
Q4 		$3.35M Sell
40,398
-1,496
-4% -$124K 0.46% 43
2020
Q3 		$3.48M Sell
41,894
-28
-0.1% -$2.33K 0.54% 39
2020
Q2 		$3.48M Sell
41,922
-1,515
-3% -$125K 0.57% 37
2020
Q1 		$3.56M Buy
43,437
+3,423
+9% +$278K 0.71% 31
2019
Q4 		$3.23M Sell
40,014
-15,339
-28% -$1.24M 0.53% 37
2019
Q3 		$4.47M Sell
55,353
-2,630
-5% -$212K 0.79% 28
2019
Q2 		$4.66M Sell
57,983
-1,381
-2% -$110K 0.85% 25
2019
Q1 		$4.71M Sell
59,364
-275
-0.5% -$21.7K 0.9% 24
2018
Q4 		$4.69M Buy
59,639
+303
+0.5% +$23.6K 1% 22
2018
Q3 		$4.62M Buy
59,336
+16,535
+39% +$1.29M 0.95% 23
2018
Q2 		$3.34M Buy
42,801
+141
+0.3% +$11K 0.71% 30
2018
Q1 		$3.34M Sell
42,660
-1,955
-4% -$154K 0.72% 29
2017
Q4 		$3.52M Buy
44,615
+1,696
+4% +$135K 0.74% 28
2017
Q3 		$3.43M Buy
42,919
+179
+0.4% +$14.3K 0.75% 27
2017
Q2 		$3.41M Buy
42,740
+283
+0.7% +$22.6K 0.78% 27
2017
Q1 		$3.39M Buy
42,457
+1,681
+4% +$134K 0.82% 26
2016
Q4 		$3.25M Sell
40,776
-893
-2% -$71.4K 0.81% 26
2016
Q3 		$3.35M Buy
41,669
+19
+0% +$1.54K 0.89% 24
2016
Q2 		$3.37M Sell
41,650
-3,929
-9% -$317K 0.9% 24
2016
Q1 		$3.67M Sell
45,579
-630
-1% -$50.5K 1.02% 23
2015
Q4 		$3.7M Sell
46,209
-1,406
-3% -$113K 1.12% 23
2015
Q3 		$3.83M Sell
47,615
-1,822
-4% -$146K 1.12% 23
2015
Q2 		$3.96M Sell
49,437
-1,006
-2% -$80.8K 1.09% 24
2015
Q1 		$4.06M Sell
50,443
-1,631
-3% -$131K 1.11% 24
2014
Q4 		$4.17M Sell
52,074
-4,507
-8% -$362K 1.2% 23
2014
Q3 		$4.55M Sell
56,581
-5,068
-8% -$406K 1.37% 19
2014
Q2 		$4.95M Sell
61,649
-7,808
-11% -$626K 1.48% 18
2014
Q1 		$5.56M Sell
69,457
-8,107
-10% -$650K 1.75% 14
2013
Q4 		$6.2M Buy
77,564
+652
+0.8% +$52.4K 2.06% 14
2013
Q3 		$6.17M Buy
76,912
+4,278
+6% +$343K 2.19% 14
2013
Q2 		$5.83M Buy
+72,634
New +$5.86M 2.12% 14

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Phillips Financial Management's BSV Position: Q1 2026 in Review

Phillips Financial Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 24% in Q1 2026, selling an estimated $1.91M and leaving 78,235 shares worth $6.13M. The position accounts for 0.44% of the portfolio, ranked #44.

Phillips Financial Management first reported a position in BSV in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.87M in Q4 2022. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Phillips Financial Management held 78,235 shares of Vanguard Short-Term Bond ETF worth $6.13M as of Q1 2026.
  • Phillips Financial Management sold 24,271 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $1.91M.
  • Vanguard Short-Term Bond ETF made up 0.44% of Phillips Financial Management's portfolio in Q1 2026, its #44 holding.
  • Phillips Financial Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Phillips Financial Management's Vanguard Short-Term Bond ETF position peaked at $9.87M in Q4 2022.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.