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DB Fitzpatrick & Co’s Vanguard Short-Term Bond ETF BSV Stock Holding History

DB Fitzpatrick & Co’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
-660
Closed -$52.1K – 102
2025
Q3 		$52.1K Sell
660
-1,034
-61% -$81.3K 0.05% 55
2025
Q2 		$133K Hold
1,694
– – 0.12% 60
2025
Q1 		$133K Sell
1,694
-1,218
-42% -$94.5K 0.13% 59
2024
Q4 		$225K Sell
2,912
-14
-0.5% -$1.09K 0.21% 56
2024
Q3 		$230K Sell
2,926
-2,709
-48% -$211K 0.2% 53
2024
Q2 		$432K Sell
5,635
-1,266
-18% -$96.6K 0.4% 51
2024
Q1 		$529K Buy
6,901
+14
+0.2% +$1.07K 0.49% 50
2023
Q4 		$530K Sell
6,887
-80
-1% -$6.06K 0.51% 50
2023
Q3 		$524K Buy
6,967
+295
+4% +$22.2K 0.56% 48
2023
Q2 		$504K Buy
6,672
+1,218
+22% +$92.8K 0.53% 47
2023
Q1 		$417K Sell
5,454
-432
-7% -$32.7K 0.45% 46
2022
Q4 		$443K Buy
5,886
+18
+0.3% +$1.35K 0.51% 48
2022
Q3 		$439K Buy
5,868
+278
+5% +$21.2K 0.53% 45
2022
Q2 		$429K Sell
5,590
-448
-7% -$34.5K 0.47% 48
2022
Q1 		$470K Buy
6,038
+1,737
+40% +$138K 0.47% 48
2021
Q4 		$348K Buy
+4,301
New +$350K 0.33% 55

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

DB Fitzpatrick & Co's BSV Position: Q4 2025 in Review

DB Fitzpatrick & Co sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2025, closing a stake of 660 shares — an estimated $52.1K sold.

DB Fitzpatrick & Co first reported a position in BSV in Q4 2021 and held it in 16 quarters. The position peaked at $530K in Q4 2023. 1,316 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

  • DB Fitzpatrick & Co reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • DB Fitzpatrick & Co sold 660 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $52.1K.
  • DB Fitzpatrick & Co first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 16 quarters.
  • DB Fitzpatrick & Co's Vanguard Short-Term Bond ETF position peaked at $530K in Q4 2023.
  • 1,316 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on DB Fitzpatrick & Co's 13F filing for Q4 2025, filed 15 Jan 2026.