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

Sanctuary 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
2024
Q4 		$13.2K Hold
171
– – 0.01% 159
2024
Q3 		$13.5K Hold
171
– – 0.01% 165
2024
Q2 		$13.1K Hold
171
– – 0.01% 145
2024
Q1 		$13.1K Hold
171
– – 0.01% 141
2023
Q4 		$13.2K Hold
171
– – 0.01% 136
2023
Q3 		$12.9K Hold
171
– – 0.01% 122
2023
Q2 		$12.9K Buy
+171
New +$13K 0.01% 128

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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

Sanctuary Wealth Management's BSV Position: Q4 2024 in Review

Sanctuary Wealth Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q4 2024 at 171 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #159.

Sanctuary Wealth Management first reported a position in BSV in Q2 2023 and has held it in 7 quarters since. The position peaked at $13.5K in Q3 2024. 1,247 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

  • Sanctuary Wealth Management held 171 shares of Vanguard Short-Term Bond ETF worth $13.2K as of Q4 2024.
  • Sanctuary Wealth Management left its Vanguard Short-Term Bond ETF share count unchanged in Q4 2024.
  • Vanguard Short-Term Bond ETF made up 0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #159 holding.
  • Sanctuary Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and has held it in 7 quarters since.
  • Sanctuary Wealth Management's Vanguard Short-Term Bond ETF position peaked at $13.5K in Q3 2024.
  • 1,247 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.