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

Strategent Financial’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
Q3 		– Sell
-2,845
Closed -$224K – 37
2025
Q2 		$224K Hold
2,845
– – 0.17% 35
2025
Q1 		$223K Sell
2,845
-244
-8% -$18.9K 0.2% 32
2024
Q4 		$239K Buy
+3,089
New +$240K 0.24% 30

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Strategent Financial's BSV Position: Q3 2025 in Review

Strategent Financial sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2025, closing a stake of 2,845 shares — an estimated $224K sold.

Strategent Financial first reported a position in BSV in Q4 2024 and held it in 3 quarters. The position peaked at $239K in Q4 2024. 1,213 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

  • Strategent Financial reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Strategent Financial sold 2,845 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $224K.
  • Strategent Financial first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and held it in 3 quarters.
  • Strategent Financial's Vanguard Short-Term Bond ETF position peaked at $239K in Q4 2024.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on Strategent Financial's 13F filing for Q3 2025, filed 24 Oct 2025.