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Sowell Financial Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Sowell Financial Services’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
-2,604
Closed -$205K – 1115
2025
Q3 		$205K Buy
+2,604
New +$205K 0.01% 998
2023
Q4 		– Sell
-24,242
Closed -$1.82M – 537
2023
Q3 		$1.82M Sell
24,242
-2,419
-9% -$182K 0.11% 198
2023
Q2 		$2.02M Sell
26,661
-8,741
-25% -$666K 0.11% 212
2023
Q1 		$2.71M Sell
35,402
-2,723
-7% -$206K 0.21% 114
2022
Q4 		$2.87M Buy
38,125
+222
+0.6% +$16.7K 0.19% 138
2022
Q3 		$2.84M Buy
+37,903
New +$2.9M 0.29% 99
2022
Q1 		– Sell
-43,632
Closed -$3.53M – 208
2021
Q4 		$3.53M Sell
43,632
-9,932
-19% -$808K 0.2% 111
2021
Q3 		$4.39M Sell
53,564
-8,397
-14% -$690K 0.3% 82
2021
Q2 		$5.09M Sell
61,961
-184,838
-75% -$15.2M 0.34% 72
2021
Q1 		$20.3M Sell
246,799
-5,704
-2% -$471K 0.71% 23
2020
Q4 		$20.9M Buy
252,503
+72,193
+40% +$5.98M 0.89% 18
2020
Q3 		$15M Buy
180,310
+15,647
+10% +$1.3M 0.75% 25
2020
Q2 		$13.7M Buy
164,663
+85,518
+108% +$7.07M 0.75% 21
2020
Q1 		$6.5M Buy
79,145
+57,007
+258% +$4.63M 0.48% 44
2019
Q4 		$1.78M Buy
22,138
+7,970
+56% +$643K 0.14% 167
2019
Q3 		$1.15M Buy
+14,168
New +$1.14M 0.09% 223
2019
Q1 		$1.16M Sell
14,594
-38,254
-72% -$3.02M 0.13% 172
2018
Q4 		$4.15M Buy
+52,848
New +$4.12M 0.59% 36
2018
Q3 		– Sell
-6,098
Closed -$477K – 377
2018
Q2 		$477K Sell
6,098
-10,581
-63% -$827K 0.1% 175
2018
Q1 		$1.3M Sell
16,679
-1,574
-9% -$124K 0.33% 72
2017
Q4 		$1.44M Sell
18,253
-22,105
-55% -$1.76M 0.35% 67
2017
Q3 		$3.21M Buy
40,358
+27,857
+223% +$2.23M 0.84% 32
2017
Q2 		$999K Buy
12,501
+7,098
+131% +$567K 0.28% 80
2017
Q1 		$432K Buy
5,403
+4,322
+400% +$344K 0.13% 152
2016
Q4 		$86K Buy
+1,081
New +$86.5K 0.03% 283

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sowell Financial Services's BSV Position: Q4 2025 in Review

Sowell Financial Services sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2025, closing a stake of 2,604 shares — an estimated $205K sold.

Sowell Financial Services first reported a position in BSV in Q4 2016 and held it in 25 quarters. The position peaked at $20.9M in Q4 2020. 1,316 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

  • Sowell Financial Services reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Sowell Financial Services sold 2,604 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $205K.
  • Sowell Financial Services first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and held it in 25 quarters.
  • Sowell Financial Services's Vanguard Short-Term Bond ETF position peaked at $20.9M in Q4 2020.
  • 1,316 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on Sowell Financial Services's 13F filing for Q4 2025, filed 21 Jan 2026.