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Sage Investment Counsel’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Sage Investment Counsel’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
Q3 		– Sell
-2,710
Closed -$213K – 124
2025
Q2 		$213K Buy
+2,710
New +$212K 0.25% 97

Other funds holding BSV

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sage Investment Counsel's BSV Position: Q3 2025 in Review

Sage Investment Counsel sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2025, closing a stake of 2,710 shares — an estimated $213K sold.

Sage Investment Counsel first reported a position in BSV in Q2 2025 and held it in 1 quarter. The position peaked at $213K in Q2 2025. 1,213 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

  • Sage Investment Counsel reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Sage Investment Counsel sold 2,710 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $213K.
  • Sage Investment Counsel first reported a position in Vanguard Short-Term Bond ETF in Q2 2025 and held it in 1 quarter.
  • Sage Investment Counsel's Vanguard Short-Term Bond ETF position peaked at $213K in Q2 2025.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on Sage Investment Counsel's 13F filing for Q3 2025, filed 21 Oct 2025.