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Schechter Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Schechter Investment Advisors’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
Q1 		$1.01M Buy
12,913
+2
+0% +$155 0.08% 237
2024
Q4 		$998K Sell
12,911
-1,264
-9% -$98.1K 0.08% 242
2024
Q3 		$1.12M Sell
14,175
-288
-2% -$22.4K 0.08% 232
2024
Q2 		$1.11M Sell
14,463
-740
-5% -$56.5K 0.08% 218
2024
Q1 		$1.17M Sell
15,203
-599
-4% -$45.9K 0.09% 213
2023
Q4 		$1.22M Sell
15,802
-844
-5% -$63.9K 0.11% 193
2023
Q3 		$1.25M Buy
16,646
+92
+0.6% +$6.93K 0.12% 184
2023
Q2 		$1.25M Buy
16,554
+83
+0.5% +$6.33K 0.11% 205
2023
Q1 		$1.26M Sell
16,471
-296
-2% -$22.4K 0.12% 204
2022
Q4 		$1.26M Sell
16,767
-5,427
-24% -$407K 0.12% 223
2022
Q3 		$1.66M Sell
22,194
-2,614
-11% -$200K 0.16% 136
2022
Q2 		$1.91M Sell
24,808
-4,231
-15% -$326K 0.19% 102
2022
Q1 		$2.26M Sell
29,039
-3,150
-10% -$250K 0.21% 89
2021
Q4 		$2.6M Buy
+32,189
New +$2.62M 0.23% 75

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schechter Investment Advisors's BSV Position: Q1 2025 in Review

Schechter Investment Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.02% in Q1 2025, buying an estimated $155 and bringing the position to 12,913 shares worth $1.01M. The position accounts for 0.08% of the portfolio, ranked #237.

Schechter Investment Advisors first reported a position in BSV in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.6M in Q4 2021. 1,211 funds tracked by Wall St. Rank hold BSV as of Q1 2025.

  • Schechter Investment Advisors held 12,913 shares of Vanguard Short-Term Bond ETF worth $1.01M as of Q1 2025.
  • Schechter Investment Advisors bought 2 Vanguard Short-Term Bond ETF shares in Q1 2025, an estimated $155.
  • Vanguard Short-Term Bond ETF made up 0.08% of Schechter Investment Advisors's portfolio in Q1 2025, its #237 holding.
  • Schechter Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $2.6M in Q4 2021.
  • 1,211 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.