Private Portfolio Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Private Portfolio Partners’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	$645K	Buy	8,348 +1,525	+22%	+$118K	0.12%	133
2024 Q3	$537K	Buy	+6,823	New	+$531K	0.1%	155
2024 Q2	–	Sell	-6,479	Closed	-$497K	–	111
2024 Q1	$497K	Buy	6,479 +602	+10%	+$46.2K	0.1%	154
2023 Q4	$453K	Buy	5,877 +439	+8%	+$33.2K	0.1%	156
2023 Q3	$409K	Sell	5,438 -435	-7%	-$32.8K	0.11%	155
2023 Q2	$444K	Sell	5,873 -70	-1%	-$5.33K	0.11%	147
2023 Q1	$455K	Sell	5,943 -1,559	-21%	-$118K	0.12%	140
2022 Q4	$565K	Sell	7,502 -1,113	-13%	-$83.5K	0.15%	121
2022 Q3	$645K	Buy	8,615 +1,526	+22%	+$117K	0.18%	104
2022 Q2	$544K	Buy	7,089 +70	+1%	+$5.39K	0.15%	125
2022 Q1	$547K	Buy	+7,019	New	+$557K	0.14%	145

Other funds holding BSV

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Private Portfolio Partners's BSV Position: Q4 2024 in Review

Private Portfolio Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 22% in Q4 2024, buying an estimated $118K and bringing the position to 8,348 shares worth $645K. The position accounts for 0.12% of the portfolio, ranked #133.

Private Portfolio Partners first reported a position in BSV in Q1 2022 and has held it in 11 quarters since. 1,247 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

Private Portfolio Partners held 8,348 shares of Vanguard Short-Term Bond ETF worth $645K as of Q4 2024.
Private Portfolio Partners bought 1,525 Vanguard Short-Term Bond ETF shares in Q4 2024, an estimated $118K.
Vanguard Short-Term Bond ETF made up 0.12% of Private Portfolio Partners's portfolio in Q4 2024, its #133 holding.
Private Portfolio Partners first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and has held it in 11 quarters since.
1,247 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.