Ownership history in Ellevest, Inc. · 29 quarters on record
This page tracks every 13F SEC filing in which Ellevest, Inc. reported a position in VANGUARD SHORT-TERM BOND INDEX FUND (BSV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 86,017 | +3,143 | +3.8% | 0.94% | $6.8M | $78.30 |
| 2025 Q3 | REDUCED | 82,874 | -979 | -1.2% | 0.93% | $6.5M | $77.38 |
| 2025 Q2 | REDUCED | 83,853 | -168,574 | -66.8% | 1.05% | $6.6M | $76.42 |
| 2025 Q1 | REDUCED | 252,427 | -24,282 | -8.8% | 1.32% | $19.8M | $75.30 |
| 2024 Q4 | ADDED | 276,709 | +18,185 | +7.0% | 1.24% | $21.4M | $73.88 |
| 2024 Q3 | ADDED | 258,524 | +11,585 | +4.7% | 1.13% | $20.4M | $74.34 |
| 2024 Q2 | ADDED | 246,939 | +10,274 | +4.3% | 1.14% | $18.9M | $71.83 |
| 2024 Q1 | ADDED | 236,665 | +22,516 | +10.5% | 1.13% | $18.1M | $71.22 |
| 2023 Q4 | REDUCED | 214,149 | -1,689 | -0.8% | 1.12% | $16.5M | $71.18 |
| 2023 Q3 | ADDED | 215,838 | +7,549 | +3.6% | 1.25% | $16.2M | $68.80 |
As of 2025 Q4 — sorted by position size