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Clear Point Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Clear Point Advisors’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
Q4 		– Sell
-2,622
Closed -$207K – 124
2025
Q3 		$207K Buy
2,622
+24
+0.9% +$1.89K 0.16% 114
2025
Q2 		$204K Buy
+2,598
New +$203K 0.17% 107
2024
Q4 		– Sell
-2,556
Closed -$201K – 163
2024
Q3 		$201K Buy
2,556
+20
+0.8% +$1.56K 0.16% 105
2024
Q2 		$194K Buy
2,536
+19
+0.8% +$1.45K 0.16% 105
2024
Q1 		$193K Buy
2,517
+11
+0.4% +$844 0.16% 106
2023
Q4 		$193K Buy
+2,506
New +$190K 0.17% 100

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clear Point Advisors's BSV Position: Q4 2025 in Review

Clear Point Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2025, closing a stake of 2,622 shares — an estimated $207K sold.

Clear Point Advisors first reported a position in BSV in Q4 2023 and held it in 6 quarters. The position peaked at $207K in Q3 2025. 1,316 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

  • Clear Point Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Clear Point Advisors sold 2,622 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $207K.
  • Clear Point Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and held it in 6 quarters.
  • Clear Point Advisors's Vanguard Short-Term Bond ETF position peaked at $207K in Q3 2025.
  • 1,316 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on Clear Point Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.