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

Argonautica Private 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	–	Sell	-3,980	Closed	-$313K	–	187
2025 Q2	$313K	Sell	3,980 -2	-0.1%	-$156	0.1%	159
2025 Q1	$312K	Sell	3,982 -20	-0.5%	-$1.55K	0.11%	160
2024 Q4	$309K	Buy	4,002 +243	+6%	+$18.9K	0.1%	159
2024 Q3	$296K	Buy	3,759 +150	+4%	+$11.7K	0.1%	169
2024 Q2	$277K	Buy	3,609 +131	+4%	+$9.99K	0.09%	169
2024 Q1	$267K	Buy	3,478 +145	+4%	+$11.1K	0.1%	174
2023 Q4	$257K	Buy	3,333 +11	+0.3%	+$833	0.11%	173
2023 Q3	$250K	Buy	3,322 +42	+1%	+$3.17K	0.11%	169
2023 Q2	$248K	Sell	3,280 -10	-0.3%	-$762	0.11%	171
2023 Q1	$252K	Buy	3,290 +214	+7%	+$16.2K	0.13%	128
2022 Q4	$232K	Buy	+3,076	New	+$231K	0.12%	141

Other funds holding BSV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Argonautica Private Wealth Management's BSV Position: Q3 2025 in Review

Argonautica Private Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2025, closing a stake of 3,980 shares — an estimated $313K sold.

Argonautica Private Wealth Management first reported a position in BSV in Q4 2022 and held it in 11 quarters. The position peaked at $313K in Q2 2025. 1,212 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

Argonautica Private Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
Argonautica Private Wealth Management sold 3,980 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $313K.
Argonautica Private Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and held it in 11 quarters.
Argonautica Private Wealth Management's Vanguard Short-Term Bond ETF position peaked at $313K in Q2 2025.
1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on Argonautica Private Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.