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Steel Grove Capital Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Steel Grove Capital 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 		– Sell
-3,254
Closed -$251K – 171
2024
Q4 		$251K Sell
3,254
-1,130
-26% -$87.7K 0.03% 162
2024
Q3 		$346K Sell
4,384
-137
-3% -$10.7K 0.05% 132
2024
Q2 		$347K Sell
4,521
-227
-5% -$17.3K 0.05% 134
2024
Q1 		$364K Sell
4,748
-655
-12% -$50.2K 0.05% 144
2023
Q4 		$416K Sell
5,403
-1,733
-24% -$131K 0.06% 117
2023
Q3 		$536K Sell
7,136
-4,798
-40% -$362K 0.07% 107
2023
Q2 		$902K Sell
11,934
-1,259
-10% -$96K 0.11% 91
2023
Q1 		$1.01M Sell
13,193
-1,580
-11% -$120K 0.13% 90
2022
Q4 		$1.11M Sell
14,773
-8,040
-35% -$603K 0.16% 79
2022
Q3 		$1.71M Buy
22,813
+3,698
+19% +$283K 0.3% 46
2022
Q2 		$1.47M Sell
19,115
-865
-4% -$66.6K 0.27% 64
2022
Q1 		$1.56M Buy
19,980
+12,241
+158% +$972K 0.24% 66
2021
Q4 		$626K Sell
7,739
-3,463
-31% -$282K 0.12% 76
2021
Q3 		$918K Buy
11,202
+1,501
+15% +$123K 0.21% 66
2021
Q2 		$797K Buy
9,701
+3,470
+56% +$285K 0.22% 77
2021
Q1 		$512K Buy
6,231
+1,072
+21% +$88.5K 0.17% 86
2020
Q4 		$428K Sell
5,159
-21
-0.4% -$1.74K 0.14% 94
2020
Q3 		$430K Buy
5,180
+2,281
+79% +$190K 0.18% 81
2020
Q2 		$241K Buy
+2,899
New +$240K 0.11% 101

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

Steel Grove Capital Advisors's BSV Position: Q1 2025 in Review

Steel Grove Capital Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2025, closing a stake of 3,254 shares — an estimated $251K sold.

Steel Grove Capital Advisors first reported a position in BSV in Q2 2020 and held it in 19 quarters. The position peaked at $1.71M in Q3 2022. 1,211 funds tracked by Wall St. Rank hold BSV as of Q1 2025.

  • Steel Grove Capital Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 3,254 Vanguard Short-Term Bond ETF shares in Q1 2025, an estimated $251K.
  • Steel Grove Capital Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and held it in 19 quarters.
  • Steel Grove Capital Advisors's Vanguard Short-Term Bond ETF position peaked at $1.71M in Q3 2022.
  • 1,211 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2025.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.