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

Summit Financial Strategies’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
-2,722
Closed -$215K – 168
2025
Q3 		$215K Sell
2,722
-340
-11% -$26.7K 0.02% 141
2025
Q2 		$241K Sell
3,062
-4,677
-60% -$366K 0.02% 131
2025
Q1 		$606K Sell
7,739
-15,100
-66% -$1.17M 0.06% 72
2024
Q4 		$1.76M Buy
22,839
+858
+4% +$66.6K 0.19% 42
2024
Q3 		$1.73M Buy
21,981
+1,210
+6% +$94.3K 0.19% 41
2024
Q2 		$1.59M Buy
20,771
+1,302
+7% +$99.3K 0.2% 40
2024
Q1 		$1.49M Buy
19,469
+3,415
+21% +$262K 0.21% 38
2023
Q4 		$1.24M Buy
16,054
+1,873
+13% +$142K 0.19% 40
2023
Q3 		$1.07M Buy
14,181
+2,812
+25% +$212K 0.2% 36
2023
Q2 		$859K Buy
11,369
+822
+8% +$62.6K 0.16% 48
2023
Q1 		$807K Buy
10,547
+1,659
+19% +$126K 0.16% 49
2022
Q4 		$669K Buy
8,888
+300
+3% +$22.5K 0.14% 50
2022
Q3 		$643K Buy
8,588
+895
+12% +$68.4K 0.15% 50
2022
Q2 		$591K Sell
7,693
-1,198
-13% -$92.3K 0.14% 53
2022
Q1 		$693K Sell
8,891
-1,282
-13% -$102K 0.14% 48
2021
Q4 		$822K Buy
10,173
+843
+9% +$68.6K 0.16% 48
2021
Q3 		$765K Buy
9,330
+568
+6% +$46.7K 0.15% 47
2021
Q2 		$720K Buy
+8,762
New +$721K 0.14% 53

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

Summit Financial Strategies's BSV Position: Q4 2025 in Review

Summit Financial Strategies sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2025, closing a stake of 2,722 shares — an estimated $215K sold.

Summit Financial Strategies first reported a position in BSV in Q2 2021 and held it in 18 quarters. The position peaked at $1.76M in Q4 2024. 1,313 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

  • Summit Financial Strategies reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Financial Strategies sold 2,722 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $215K.
  • Summit Financial Strategies first reported a position in Vanguard Short-Term Bond ETF in Q2 2021 and held it in 18 quarters.
  • Summit Financial Strategies's Vanguard Short-Term Bond ETF position peaked at $1.76M in Q4 2024.
  • 1,313 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on Summit Financial Strategies's 13F filing for Q4 2025, filed 27 Jan 2026.