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Visionary Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Visionary Wealth Advisors’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
Q2 		– Sell
-2,789
Closed -$218K – 573
2025
Q1 		$218K Sell
2,789
-477
-15% -$37K 0.01% 509
2024
Q4 		$252K Sell
3,266
-83
-2% -$6.44K 0.01% 478
2024
Q3 		$263K Sell
3,349
-2,471
-42% -$192K 0.02% 465
2024
Q2 		$446K Buy
5,820
+104
+2% +$7.93K 0.03% 345
2024
Q1 		$438K Sell
5,716
-748
-12% -$57.4K 0.03% 343
2023
Q4 		$498K Sell
6,464
-951
-13% -$72K 0.04% 312
2023
Q3 		$557K Sell
7,415
-119
-2% -$8.97K 0.05% 281
2023
Q2 		$569K Sell
7,534
-1,759
-19% -$134K 0.05% 275
2023
Q1 		$711K Sell
9,293
-3,123
-25% -$237K 0.06% 235
2022
Q4 		$935K Sell
12,416
-3,132
-20% -$235K 0.09% 186
2022
Q3 		$1.16M Sell
15,548
-18,095
-54% -$1.38M 0.12% 153
2022
Q2 		$2.58M Sell
33,643
-38,702
-53% -$2.98M 0.23% 105
2022
Q1 		$5.64M Sell
72,345
-68,783
-49% -$5.46M 0.45% 57
2021
Q4 		$11.4M Buy
141,128
+10,668
+8% +$868K 0.94% 27
2021
Q3 		$10.7M Buy
130,460
+19,898
+18% +$1.64M 1.1% 26
2021
Q2 		$9.08M Buy
110,562
+45,897
+71% +$3.78M 0.91% 29
2021
Q1 		$5.32M Buy
64,665
+47,124
+269% +$3.89M 0.56% 43
2020
Q4 		$1.45M Buy
17,541
+5,354
+44% +$444K 0.16% 116
2020
Q3 		$1.01M Buy
12,187
+5,134
+73% +$427K 0.14% 116
2020
Q2 		$586K Buy
+7,053
New +$583K 0.09% 141

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Visionary Wealth Advisors's BSV Position: Q2 2025 in Review

Visionary Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2025, closing a stake of 2,789 shares — an estimated $218K sold.

Visionary Wealth Advisors first reported a position in BSV in Q2 2020 and held it in 20 quarters. The position peaked at $11.4M in Q4 2021. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

  • Visionary Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Visionary Wealth Advisors sold 2,789 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $218K.
  • Visionary Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and held it in 20 quarters.
  • Visionary Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $11.4M in Q4 2021.
  • 1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Visionary Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.