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Shufro Rose & Co’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Shufro Rose & Co’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
-3,187
Closed -$249K – 307
2025
Q3 		$249K Hold
3,187
– – 0.02% 258
2025
Q2 		$249K Sell
3,187
-463
-13% -$36.2K 0.02% 255
2025
Q1 		$286K Sell
3,650
-31
-0.8% -$2.41K 0.02% 244
2024
Q4 		$284K Sell
3,681
-59,385
-94% -$4.61M 0.02% 234
2024
Q3 		$4.84M Hold
63,066
– – 0.39% 48
2024
Q2 		$4.84M Sell
63,066
-14,112
-18% -$1.08M 0.39% 48
2024
Q1 		$5.92M Sell
77,178
-60,737
-44% -$4.66M 0.49% 45
2023
Q4 		$10.4M Sell
137,915
-2,445
-2% -$185K 0.98% 30
2023
Q3 		$10.6M Buy
140,360
+5,319
+4% +$401K 1% 30
2023
Q2 		$10.2M Buy
135,041
+2,733
+2% +$208K 0.93% 31
2023
Q1 		$10.1M Sell
132,308
-3,965
-3% -$300K 0.94% 32
2022
Q4 		$10.3M Sell
136,273
-10,389
-7% -$779K 0.87% 33
2022
Q3 		$11M Sell
146,662
-983
-0.7% -$75.1K 1.1% 27
2022
Q2 		$11.3M Sell
147,645
-1,751
-1% -$135K 0.98% 30
2022
Q1 		$11.6M Sell
149,396
-4,633
-3% -$368K 0.9% 32
2021
Q4 		$12.4M Buy
154,029
+25
+0% +$2.03K 0.9% 33
2021
Q3 		$12.6M Sell
154,004
-3,035
-2% -$249K 0.99% 29
2021
Q2 		$12.9M Sell
157,039
-9,925
-6% -$816K 0.97% 30
2021
Q1 		$13.7M Sell
166,964
-5,710
-3% -$471K 1.09% 26
2020
Q4 		$14.3M Buy
172,674
+147,074
+575% +$12.2M 1.2% 28
2020
Q3 		$2.13M Buy
+25,600
New +$2.13M 0.2% 72

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

Shufro Rose & Co's BSV Position: Q4 2025 in Review

Shufro Rose & Co sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2025, closing a stake of 3,187 shares — an estimated $249K sold.

Shufro Rose & Co first reported a position in BSV in Q3 2020 and held it in 21 quarters. The position peaked at $14.3M in Q4 2020. 1,313 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

  • Shufro Rose & Co reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Shufro Rose & Co sold 3,187 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $249K.
  • Shufro Rose & Co first reported a position in Vanguard Short-Term Bond ETF in Q3 2020 and held it in 21 quarters.
  • Shufro Rose & Co's Vanguard Short-Term Bond ETF position peaked at $14.3M in Q4 2020.
  • 1,313 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on Shufro Rose & Co's 13F filing for Q4 2025, filed 9 Feb 2026.