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

Dopkins 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
Q2 		– Sell
-2,615
Closed -$205K – 84
2025
Q1 		$205K Sell
2,615
-368
-12% -$28.6K 0.1% 79
2024
Q4 		$230K Buy
+2,983
New +$232K 0.12% 72
2024
Q3 		– Sell
-3,007
Closed -$231K – 68
2024
Q2 		$231K Buy
3,007
+4
+0.1% +$305 0.14% 70
2024
Q1 		$230K Buy
+3,003
New +$230K 0.14% 68
2023
Q4 		– Sell
-3,028
Closed -$228K – 46
2023
Q3 		$228K Buy
+3,028
New +$228K 0.17% 51

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Dopkins Wealth Management's BSV Position: Q2 2025 in Review

Dopkins Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2025, closing a stake of 2,615 shares — an estimated $205K sold.

Dopkins Wealth Management first reported a position in BSV in Q3 2023 and held it in 5 quarters. The position peaked at $231K in Q2 2024. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

  • Dopkins Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Dopkins Wealth Management sold 2,615 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $205K.
  • Dopkins Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2023 and held it in 5 quarters.
  • Dopkins Wealth Management's Vanguard Short-Term Bond ETF position peaked at $231K in Q2 2024.
  • 1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Dopkins Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.