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

USA Financial Formulas’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
-11,975
Closed -$942K – 265
2025
Q2 		$942K Buy
+11,975
New +$936K 0.16% 54
2020
Q3 		– Sell
-9,283
Closed -$772K – 323
2020
Q2 		$772K Buy
+9,283
New +$768K 0.57% 42
2019
Q3 		– Sell
-103,414
Closed -$8.23M – 210
2019
Q2 		$8.23M Buy
103,414
+19,771
+24% +$1.58M 4.13% 2
2019
Q1 		$6.66M Buy
+83,643
New +$6.6M 4.19% 2

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

USA Financial Formulas's BSV Position: Q3 2025 in Review

USA Financial Formulas sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2025, closing a stake of 11,975 shares — an estimated $942K sold.

USA Financial Formulas first reported a position in BSV in Q1 2019 and held it in 4 quarters. The position peaked at $8.23M in Q2 2019. 1,216 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

  • USA Financial Formulas reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • USA Financial Formulas sold 11,975 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $942K.
  • USA Financial Formulas first reported a position in Vanguard Short-Term Bond ETF in Q1 2019 and held it in 4 quarters.
  • USA Financial Formulas's Vanguard Short-Term Bond ETF position peaked at $8.23M in Q2 2019.
  • 1,216 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on USA Financial Formulas's 13F filing for Q3 2025, filed 10 Oct 2025.