QWM
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Quadcap Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Quadcap Wealth 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
Q2 		– Sell
-3,512
Closed -$275K – 397
2025
Q1 		$275K Buy
3,512
+346
+11% +$26.9K 0.04% 315
2024
Q4 		$245K Buy
3,166
+248
+8% +$19.2K 0.04% 334
2024
Q3 		$230K Sell
2,918
-461
-14% -$35.9K 0.04% 343
2024
Q2 		$259K Sell
3,379
-762
-18% -$58.1K 0.05% 327
2024
Q1 		$317K Sell
4,141
-12,104
-75% -$928K 0.07% 265
2023
Q4 		$1.25M Buy
+16,245
New +$1.23M 0.32% 78

Other funds holding BSV

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Quadcap Wealth Management's BSV Position: Q2 2025 in Review

Quadcap Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2025, closing a stake of 3,512 shares — an estimated $275K sold.

Quadcap Wealth Management first reported a position in BSV in Q4 2023 and held it in 6 quarters. The position peaked at $1.25M in Q4 2023. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

  • Quadcap Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Quadcap Wealth Management sold 3,512 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $275K.
  • Quadcap Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and held it in 6 quarters.
  • Quadcap Wealth Management's Vanguard Short-Term Bond ETF position peaked at $1.25M in Q4 2023.
  • 1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Quadcap Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.