Blankinship & Foster’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Blankinship & Foster’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	-6,426	Closed	-$506K	–	78
2025 Q2	$506K	Buy	+6,426	New	+$502K	0.12%	45
2024 Q4	–	Sell	-3,220	Closed	-$253K	–	73
2024 Q3	$253K	Hold	3,220	–	–	0.06%	61
2024 Q2	$247K	Buy	+3,220	New	+$246K	0.06%	59
2022 Q2	–	Sell	-3,427	Closed	-$267K	–	55
2022 Q1	$267K	Buy	+3,427	New	+$272K	0.11%	47
2019 Q3	–	Sell	-2,732	Closed	-$220K	–	46
2019 Q2	$220K	Sell	2,732 -49	-2%	-$3.91K	0.13%	42
2019 Q1	$221K	Buy	+2,781	New	+$219K	0.14%	42
2018 Q2	–	Sell	-2,624	Closed	-$206K	–	38
2018 Q1	$206K	Buy	2,624 +7	+0.3%	+$550	0.14%	35
2017 Q4	$207K	Sell	2,617 -308	-11%	-$24.5K	0.13%	37
2017 Q3	$233K	Buy	2,925 +383	+15%	+$30.6K	0.17%	28
2017 Q2	$203K	Buy	+2,542	New	+$203K	0.17%	27

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

Blankinship & Foster's BSV Position: Q3 2025 in Review

Blankinship & Foster sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2025, closing a stake of 6,426 shares — an estimated $506K sold.

Blankinship & Foster first reported a position in BSV in Q2 2017 and held it in 10 quarters. The position peaked at $506K in Q2 2025. 1,213 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

Blankinship & Foster reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
Blankinship & Foster sold 6,426 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $506K.
Blankinship & Foster first reported a position in Vanguard Short-Term Bond ETF in Q2 2017 and held it in 10 quarters.
Blankinship & Foster's Vanguard Short-Term Bond ETF position peaked at $506K in Q2 2025.
1,213 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on Blankinship & Foster's 13F filing for Q3 2025, filed 3 Nov 2025.