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Stephens Consulting’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Stephens Consulting’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 		$36.3K Hold
460
– – 0.01% 161
2025
Q3 		$36.3K Sell
460
-16,565
-97% -$1.3M 0.01% 153
2025
Q2 		$1.34M Buy
17,025
+4,163
+32% +$325K 0.32% 36
2025
Q1 		$1.01M Buy
12,862
+4,031
+46% +$313K 0.25% 39
2024
Q4 		$682K Buy
8,831
+1,584
+22% +$123K 0.17% 47
2024
Q3 		$570K Buy
7,247
+3,294
+83% +$257K 0.15% 52
2024
Q2 		$303K Buy
3,953
+2,959
+298% +$226K 0.09% 71
2024
Q1 		$76.2K Sell
994
-52
-5% -$3.99K 0.02% 141
2023
Q4 		$80.5K Sell
1,046
-49,704
-98% -$3.76M 0.03% 131
2023
Q3 		$3.81M Sell
50,750
-36,946
-42% -$2.79M 1.55% 13
2023
Q2 		$6.63M Buy
87,696
+48,571
+124% +$3.7M 2.63% 8
2023
Q1 		$2.99M Buy
39,125
+7,985
+26% +$605K 1.8% 11
2022
Q4 		$2.34M Buy
31,140
+28,682
+1,167% +$2.15M 1.56% 12
2022
Q3 		$184K Buy
2,458
+1,470
+149% +$112K 0.17% 73
2022
Q2 		$75.9K Buy
+988
New +$76.1K 0.06% 131
2022
Q1 		– Sell
-271
Closed -$21.9K – 575
2021
Q4 		$21.9K Buy
+271
New +$22K 0.02% 288

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

Stephens Consulting's BSV Position: Q4 2025 in Review

Stephens Consulting held its Vanguard Short-Term Bond ETF (BSV) position steady in Q4 2025 at 460 shares worth $36.3K. The position accounts for 0.01% of the portfolio, ranked #161.

Stephens Consulting first reported a position in BSV in Q4 2021 and has held it in 16 quarters since. The position peaked at $6.63M in Q2 2023. 1,316 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

  • Stephens Consulting held 460 shares of Vanguard Short-Term Bond ETF worth $36.3K as of Q4 2025.
  • Stephens Consulting left its Vanguard Short-Term Bond ETF share count unchanged in Q4 2025.
  • Vanguard Short-Term Bond ETF made up 0.01% of Stephens Consulting's portfolio in Q4 2025, its #161 holding.
  • Stephens Consulting first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Stephens Consulting's Vanguard Short-Term Bond ETF position peaked at $6.63M in Q2 2023.
  • 1,316 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.