FPCP
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Fort Point Capital Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Fort Point Capital Partners’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 		$248K Hold
3,183
– – 0.02% 229
2026
Q1 		$250K Hold
3,183
– – 0.03% 203
2025
Q4 		$251K Hold
3,183
– – 0.03% 211
2025
Q3 		$251K Buy
+3,183
New +$250K 0.03% 198

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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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fort Point Capital Partners's BSV Position: Q2 2026 in Review

Fort Point Capital Partners held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 3,183 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #229.

Fort Point Capital Partners first reported a position in BSV in Q3 2025 and has held it in 4 quarters since. The position peaked at $251K in Q3 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Fort Point Capital Partners held 3,183 shares of Vanguard Short-Term Bond ETF worth $248K as of Q2 2026.
  • Fort Point Capital Partners left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Bond ETF made up 0.02% of Fort Point Capital Partners's portfolio in Q2 2026, its #229 holding.
  • Fort Point Capital Partners first reported a position in Vanguard Short-Term Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Fort Point Capital Partners's Vanguard Short-Term Bond ETF position peaked at $251K in Q3 2025.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.