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Private Wealth Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Private Wealth Group’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
-11,645
Closed -$900K – 59
2024
Q4 		$900K Sell
11,645
-85
-0.7% -$6.6K 0.44% 35
2024
Q3 		$923K Hold
11,730
– – 0.46% 33
2024
Q2 		$900K Hold
11,730
– – 0.47% 31
2024
Q1 		$899K Hold
11,730
– – 0.47% 33
2023
Q4 		$903K Hold
11,730
– – 0.51% 31
2023
Q3 		$882K Hold
11,730
– – 0.58% 28
2023
Q2 		$886K Sell
11,730
-1,319
-10% -$101K 0.91% 27
2023
Q1 		$998K Hold
13,049
– – 1.37% 24
2022
Q4 		$982K Sell
13,049
-234
-2% -$17.6K 1.39% 25
2022
Q3 		$994K Hold
13,283
– – 1.55% 23
2022
Q2 		$1.02M Sell
13,283
-4,981
-27% -$384K 1.26% 21
2022
Q1 		$1.42M Buy
18,264
+8,456
+86% +$671K 1.05% 18
2021
Q4 		$793K Sell
9,808
-1,465
-13% -$119K 0.54% 28
2021
Q3 		$924K Sell
11,273
-1,586
-12% -$130K 0.61% 27
2021
Q2 		$1.06M Sell
12,859
-852
-6% -$70.1K 0.7% 24
2021
Q1 		$1.13M Buy
13,711
+5,553
+68% +$458K 0.8% 19
2020
Q4 		$676K Buy
8,158
+1,026
+14% +$85K 0.56% 22
2020
Q3 		$592K Buy
7,132
+2,650
+59% +$220K 0.48% 22
2020
Q2 		$373K Sell
4,482
-3,637
-45% -$301K 0.31% 18
2020
Q1 		$667K Sell
8,119
-7,456
-48% -$605K 0.78% 15
2019
Q4 		$1.26M Sell
15,575
-200
-1% -$16.1K 1.31% 20
2019
Q3 		$1.27M Buy
+15,775
New +$1.27M 1.14% 23

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

Private Wealth Group's BSV Position: Q1 2025 in Review

Private Wealth Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2025, closing a stake of 11,645 shares — an estimated $900K sold.

Private Wealth Group first reported a position in BSV in Q3 2019 and held it in 22 quarters. The position peaked at $1.42M in Q1 2022. 1,212 funds tracked by Wall St. Rank hold BSV as of Q1 2025.

  • Private Wealth Group reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Group sold 11,645 Vanguard Short-Term Bond ETF shares in Q1 2025, an estimated $900K.
  • Private Wealth Group first reported a position in Vanguard Short-Term Bond ETF in Q3 2019 and held it in 22 quarters.
  • Private Wealth Group's Vanguard Short-Term Bond ETF position peaked at $1.42M in Q1 2022.
  • 1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2025.

Based on Private Wealth Group's 13F filing for Q1 2025, filed 16 Apr 2025.