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AllSquare Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

AllSquare Wealth Management’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 		$1.58K Hold
20
– – ﹤0.01% 472
2025
Q2 		$1.57K Buy
+20
New +$1.56K ﹤0.01% 474
2018
Q3 		– Sell
-2,205
Closed -$172K – 475
2018
Q2 		$172K Buy
+2,205
New +$172K 0.13% 86

Other funds holding BSV

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AllSquare Wealth Management's BSV Position: Q3 2025 in Review

AllSquare Wealth Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2025 at 20 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

AllSquare Wealth Management first reported a position in BSV in Q2 2018 and has held it in 3 quarters since. The position peaked at $172K in Q2 2018. 1,212 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

  • AllSquare Wealth Management held 20 shares of Vanguard Short-Term Bond ETF worth $1.58K as of Q3 2025.
  • AllSquare Wealth Management left its Vanguard Short-Term Bond ETF share count unchanged in Q3 2025.
  • Vanguard Short-Term Bond ETF made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #472 holding.
  • AllSquare Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2018 and has held it in 3 quarters since.
  • AllSquare Wealth Management's Vanguard Short-Term Bond ETF position peaked at $172K in Q2 2018.
  • 1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.