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 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

DecisionPoint Financial's BSV Position: Q2 2026 in Review

DecisionPoint Financial held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 891 shares worth $69.2K. The position accounts for 0.01% of the portfolio, ranked #88.

DecisionPoint Financial first reported a position in BSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $112K in Q3 2024. 1,357 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

DecisionPoint Financial held 891 shares of Vanguard Short-Term Bond ETF worth $69.2K as of Q2 2026.
DecisionPoint Financial left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #88 holding.
DecisionPoint Financial first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
DecisionPoint Financial's Vanguard Short-Term Bond ETF position peaked at $112K in Q3 2024.
1,357 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.