DecisionPoint Financial’s Vanguard Short-Term Bond ETF BSV Stock Holding History

DecisionPoint Financial’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
2026 Q3	$193K	Buy	2,525 +1,634	+183%	+$126K	0.03%	69
2026 Q2	$69.2K	Hold	891	–	–	0.01%	88
2026 Q1	$69.9K	Hold	891	–	–	0.02%	76
2025 Q4	$70.2K	Buy	891 +366	+70%	+$28.9K	0.02%	75
2025 Q3	$41.4K	Hold	525	–	–	0.01%	87
2025 Q2	$41.1K	Hold	525	–	–	0.01%	91
2025 Q1	$41.1K	Hold	525	–	–	0.01%	91
2024 Q4	$40.6K	Sell	525 -892	-63%	-$69.2K	0.01%	90
2024 Q3	$112K	Hold	1,417	–	–	0.04%	50
2024 Q2	$110K	Hold	1,417	–	–	0.04%	51
2024 Q1	$108K	Buy	1,417 +325	+30%	+$24.9K	0.04%	50
2023 Q4	$84.1K	Hold	1,092	–	–	0.04%	52
2023 Q3	$82.1K	Hold	1,092	–	–	0.04%	41
2023 Q2	$82.5K	Hold	1,092	–	–	0.04%	44
2023 Q1	$83.5K	Hold	1,092	–	–	0.05%	42
2022 Q4	$82.2K	Buy	+1,092	New	+$81.9K	0.05%	39

Other funds holding BSV

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

International City Management Association Retirement Corp Washington, District of Columbia $444M AUM 8.54% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

DecisionPoint Financial's BSV Position: Q3 2026 in Review

DecisionPoint Financial increased its Vanguard Short-Term Bond ETF (BSV) stake by 183% in Q3 2026, buying an estimated $126K and bringing the position to 2,525 shares worth $193K. The position accounts for 0.03% of the portfolio, ranked #69.

DecisionPoint Financial first reported a position in BSV in Q4 2022 and has held it in 16 quarters since. 508 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

DecisionPoint Financial held 2,525 shares of Vanguard Short-Term Bond ETF worth $193K as of Q3 2026.
DecisionPoint Financial bought 1,634 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $126K.
Vanguard Short-Term Bond ETF made up 0.03% of DecisionPoint Financial's portfolio in Q3 2026, its #69 holding.
DecisionPoint Financial first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 16 quarters since.
508 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.