SageView Advisory Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

SageView Advisory 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 Q4	$4.45M	Buy	56,507 +270	+0.5%	+$21.3K	0.15%	85
2025 Q3	$4.44M	Buy	56,237 +26,744	+91%	+$2.1M	0.15%	88
2025 Q2	$2.31M	Sell	29,493 -15,119	-34%	-$1.18M	0.09%	123
2025 Q1	$3.49M	Sell	44,612 -55,132	-55%	-$4.28M	0.15%	80
2024 Q4	$7.71M	Buy	99,744 +56	+0.1%	+$4.35K	0.33%	40
2024 Q3	$7.84M	Buy	+99,688	New	+$7.77M	0.4%	34
2024 Q2	–	Sell	-2,508	Closed	-$191K	–	28
2024 Q1	$245K	Buy	+2,508	New	+$192K	0.01%	469
2023 Q4	–	Sell	-181,824	Closed	-$13.8M	–	20
2023 Q3	$13.7M	Buy	181,824 +3,522	+2%	+$266K	0.78%	22
2023 Q2	$13.5M	Buy	178,302 +1,358	+0.8%	+$103K	0.75%	25
2023 Q1	$13.5M	Buy	176,944 +27,703	+19%	+$2.1M	0.86%	19
2022 Q4	$11.2M	Buy	+149,241	New	+$11.2M	0.91%	20

Other funds holding BSV

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

SageView Advisory Group's BSV Position: Q4 2025 in Review

SageView Advisory Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.48% in Q4 2025, buying an estimated $21.3K and bringing the position to 56,507 shares worth $4.45M. The position accounts for 0.15% of the portfolio, ranked #85.

SageView Advisory Group first reported a position in BSV in Q4 2022 and has held it in 11 quarters since. The position peaked at $13.7M in Q3 2023. 1,314 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

SageView Advisory Group held 56,507 shares of Vanguard Short-Term Bond ETF worth $4.45M as of Q4 2025.
SageView Advisory Group bought 270 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $21.3K.
Vanguard Short-Term Bond ETF made up 0.15% of SageView Advisory Group's portfolio in Q4 2025, its #85 holding.
SageView Advisory Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 11 quarters since.
SageView Advisory Group's Vanguard Short-Term Bond ETF position peaked at $13.7M in Q3 2023.
1,314 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.