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Salem Investment Counselors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Salem Investment Counselors’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 		– Sell
-15
Closed -$1.17K – 494
2025
Q3 		$1.17K Hold
15
– – ﹤0.01% 1114
2025
Q2 		$1.17K Hold
15
– – ﹤0.01% 1086
2025
Q1 		$1.16K Hold
15
– – ﹤0.01% 1099
2024
Q4 		$1.14K Buy
+15
New +$1.16K ﹤0.01% 1078
2024
Q2 		– Sell
-10
Closed -$767 – 1171
2024
Q1 		$767 Hold
10
– – ﹤0.01% 1105
2023
Q4 		$771 Sell
10
-97
-91% -$7.34K ﹤0.01% 1042
2023
Q3 		$8.04K Sell
107
-5
-4% -$377 ﹤0.01% 833
2023
Q2 		$8.46K Buy
112
+92
+460% +$7.01K ﹤0.01% 855
2023
Q1 		$1.53K Sell
20
-5
-20% -$379 ﹤0.01% 1006
2022
Q4 		$1.88K Sell
25
-918
-97% -$68.9K ﹤0.01% 955
2022
Q3 		$71K Sell
943
-15
-2% -$1.15K ﹤0.01% 435
2022
Q2 		$74K Buy
958
+933
+3,732% +$71.9K ﹤0.01% 444
2022
Q1 		$2K Sell
25
-81
-76% -$6.43K ﹤0.01% 920
2021
Q4 		$9K Buy
106
+81
+324% +$6.59K ﹤0.01% 841
2021
Q3 		$2K Hold
25
– – ﹤0.01% 900
2021
Q2 		$2K Sell
25
-70
-74% -$5.76K ﹤0.01% 829
2021
Q1 		$8K Hold
95
– – ﹤0.01% 708
2020
Q4 		$8K Hold
95
– – ﹤0.01% 667
2020
Q3 		$8K Sell
95
-355
-79% -$29.5K ﹤0.01% 567
2020
Q2 		$37K Buy
+450
New +$37.2K ﹤0.01% 405

Other funds holding BSV

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Salem Investment Counselors's BSV Position: Q4 2025 in Review

Salem Investment Counselors sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2025, closing a stake of 15 shares — an estimated $1.17K sold.

Salem Investment Counselors first reported a position in BSV in Q2 2020 and held it in 20 quarters. The position peaked at $74K in Q2 2022. 1,314 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

  • Salem Investment Counselors reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 15 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $1.17K.
  • Salem Investment Counselors first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and held it in 20 quarters.
  • Salem Investment Counselors's Vanguard Short-Term Bond ETF position peaked at $74K in Q2 2022.
  • 1,314 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on Salem Investment Counselors's 13F filing for Q4 2025, filed 12 Jan 2026.