Sebold Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Sebold Capital 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
2025 Q2	$238K	Hold	3,019	–	–	0.15%	72
2025 Q1	$236K	Hold	3,019	–	–	0.16%	70
2024 Q4	$233K	Sell	3,019 -145	-5%	-$11.3K	0.16%	66
2024 Q3	$249K	Sell	3,164 -58	-2%	-$4.52K	0.16%	61
2024 Q2	$247K	Buy	+3,222	New	+$246K	0.17%	62

Other funds holding BSV

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

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

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sebold Capital Management's BSV Position: Q2 2025 in Review

Sebold Capital Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2025 at 3,019 shares worth $238K. The position accounts for 0.15% of the portfolio, ranked #72.

Sebold Capital Management first reported a position in BSV in Q2 2024 and has held it in 5 quarters since. The position peaked at $249K in Q3 2024. 1,228 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

Sebold Capital Management held 3,019 shares of Vanguard Short-Term Bond ETF worth $238K as of Q2 2025.
Sebold Capital Management left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2025.
Vanguard Short-Term Bond ETF made up 0.15% of Sebold Capital Management's portfolio in Q2 2025, its #72 holding.
Sebold Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2024 and has held it in 5 quarters since.
Sebold Capital Management's Vanguard Short-Term Bond ETF position peaked at $249K in Q3 2024.
1,228 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Sebold Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.