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

Brass Tax 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	$744K	Sell	9,433 -1,518	-14%	-$119K	0.12%	88
2025 Q2	$862K	Buy	10,951 +2,237	+26%	+$175K	0.17%	65
2025 Q1	$682K	Buy	8,714 +982	+13%	+$76.2K	0.14%	81
2024 Q4	$597K	Sell	7,732 -543	-7%	-$42.1K	0.13%	84
2024 Q3	$651K	Sell	8,275 -462	-5%	-$36K	0.14%	76
2024 Q2	$670K	Sell	8,737 -1,203	-12%	-$91.8K	0.29%	51
2024 Q1	$762K	Buy	+9,940	New	+$762K	0.4%	38

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

Brass Tax Wealth Management's BSV Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 14% in Q3 2025, selling an estimated $119K and leaving 9,433 shares worth $744K. The position accounts for 0.12% of the portfolio, ranked #88.

Brass Tax Wealth Management first reported a position in BSV in Q1 2024 and has held it in 7 quarters since. The position peaked at $862K in Q2 2025. 1,212 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

Brass Tax Wealth Management held 9,433 shares of Vanguard Short-Term Bond ETF worth $744K as of Q3 2025.
Brass Tax Wealth Management sold 1,518 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $119K.
Vanguard Short-Term Bond ETF made up 0.12% of Brass Tax Wealth Management's portfolio in Q3 2025, its #88 holding.
Brass Tax Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2024 and has held it in 7 quarters since.
Brass Tax Wealth Management's Vanguard Short-Term Bond ETF position peaked at $862K in Q2 2025.
1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.