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

Tranquilli Financial Advisor’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
-28,203
Closed -$2.23M – 131
2025
Q3 		$2.23M Sell
28,203
-52,692
-65% -$4.14M 1.31% 26
2025
Q2 		$6.37M Sell
80,895
-18,522
-19% -$1.45M 3.94% 3
2025
Q1 		$7.78M Buy
99,417
+31,264
+46% +$2.43M 4.93% 2
2024
Q4 		$5.27M Buy
+68,153
New +$5.29M 3.34% 8
2023
Q4 		– Sell
-146,767
Closed -$11M – 100
2023
Q3 		$11M Sell
146,767
-442,426
-75% -$33.4M 7.97% 1
2023
Q2 		$44.5M Sell
589,193
-76,948
-12% -$5.86M 31.52% 1
2023
Q1 		$51M Buy
666,141
+51,852
+8% +$3.93M 38.1% 1
2022
Q4 		$46.2M Sell
614,289
-144,228
-19% -$10.8M 35.1% 1
2022
Q3 		$56.8M Buy
758,517
+61,783
+9% +$4.72M 44.97% 1
2022
Q2 		$53.5M Buy
696,734
+519,346
+293% +$40M 41% 1
2022
Q1 		$13.8M Buy
177,388
+149,711
+541% +$11.9M 9.83% 1
2021
Q4 		$2.24M Buy
27,677
+5,026
+22% +$409K 1.57% 23
2021
Q3 		$1.86M Sell
22,651
-27,205
-55% -$2.24M 1.39% 26
2021
Q2 		$4.1M Buy
49,856
+729
+1% +$60K 3.08% 17
2021
Q1 		$4.04M Buy
49,127
+42,803
+677% +$3.53M 3.26% 13
2020
Q4 		$524K Buy
+6,324
New +$524K 0.48% 42

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

Tranquilli Financial Advisor's BSV Position: Q4 2025 in Review

Tranquilli Financial Advisor sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2025, closing a stake of 28,203 shares — an estimated $2.23M sold.

Tranquilli Financial Advisor first reported a position in BSV in Q4 2020 and held it in 16 quarters. The position peaked at $56.8M in Q3 2022. 1,315 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

  • Tranquilli Financial Advisor reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Tranquilli Financial Advisor sold 28,203 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $2.23M.
  • Tranquilli Financial Advisor first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 16 quarters.
  • Tranquilli Financial Advisor's Vanguard Short-Term Bond ETF position peaked at $56.8M in Q3 2022.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

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