GRP
BSV icon

Global Retirement Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Global Retirement 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
2025
Q4 		$3.88M Buy
49,219
+4,038
+9% +$319K 0.07% 262
2025
Q3 		$3.57M Buy
45,181
+6,406
+17% +$504K 0.08% 225
2025
Q2 		$3.05M Buy
+38,775
New +$3.03M 0.08% 239
2024
Q4 		$2.99M Sell
38,638
-3,252
-8% -$252K 0.09% 224
2024
Q3 		$3.3M Sell
41,890
-5,857
-12% -$456K 0.1% 193
2024
Q2 		$3.66M Sell
47,747
-10,453
-18% -$798K 0.11% 177
2024
Q1 		$4.46M Buy
58,200
+1,385
+2% +$106K 0.17% 133
2023
Q4 		$4.38M Buy
56,815
+15,007
+36% +$1.14M 0.18% 119
2023
Q3 		$3.13M Buy
41,808
+4,850
+13% +$366K 0.16% 133
2023
Q2 		$2.79M Buy
36,958
+350
+1% +$26.7K 0.14% 143
2023
Q1 		$2.81M Buy
36,608
+2,156
+6% +$163K 0.15% 145
2022
Q4 		$2.59M Buy
34,452
+1,894
+6% +$142K 0.18% 130
2022
Q3 		$2.43M Buy
32,558
+1,310
+4% +$100K 0.18% 123
2022
Q2 		$2.4M Buy
31,248
+1,008
+3% +$77.7K 0.19% 118
2022
Q1 		$2.35M Buy
+30,240
New +$2.4M 0.18% 125
2021
Q4 		– Sell
-21,139
Closed -$1.73M – 430
2021
Q3 		$1.73M Sell
21,139
-1,038
-5% -$85.3K 0.17% 130
2021
Q2 		$1.82M Buy
22,177
+4,696
+27% +$386K 0.19% 120
2021
Q1 		$1.44M Buy
17,481
+727
+4% +$60K 0.17% 130
2020
Q4 		$1.39M Buy
16,754
+3,300
+25% +$273K 0.17% 119
2020
Q3 		$1.12M Buy
13,454
+3,129
+30% +$260K 0.16% 137
2020
Q2 		$858K Buy
10,325
+11
+0.1% +$910 0.14% 149
2020
Q1 		$848K Buy
10,314
+1,456
+16% +$118K 0.16% 132
2019
Q4 		$714K Buy
8,858
+405
+5% +$32.7K 0.11% 181
2019
Q3 		$683K Buy
8,453
+342
+4% +$27.6K 0.11% 180
2019
Q2 		$653K Buy
8,111
+1,887
+30% +$150K 0.13% 155
2019
Q1 		$495K Buy
6,224
+33
+0.5% +$2.6K 0.12% 154
2018
Q4 		$486K Sell
6,191
-382
-6% -$29.8K 0.12% 164
2018
Q3 		$513K Sell
6,573
-1,977
-23% -$154K 0.12% 168
2018
Q2 		$669K Sell
8,550
-624
-7% -$48.8K 0.17% 121
2018
Q1 		$720K Sell
9,174
-894
-9% -$70.2K 0.2% 106
2017
Q4 		$796K Buy
10,068
+2,640
+36% +$210K 0.22% 94
2017
Q3 		$593K Buy
7,428
+2,090
+39% +$167K 0.25% 97
2017
Q2 		$426K Buy
5,338
+305
+6% +$24.4K 0.2% 109
2017
Q1 		$401K Buy
5,033
+812
+19% +$64.6K 0.22% 104
2016
Q4 		$335K Buy
+4,221
New +$338K 0.23% 99

Other funds holding BSV

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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

Global Retirement Partners's BSV Position: Q4 2025 in Review

Global Retirement Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 8.9% in Q4 2025, buying an estimated $319K and bringing the position to 49,219 shares worth $3.88M. The position accounts for 0.07% of the portfolio, ranked #262.

Global Retirement Partners first reported a position in BSV in Q4 2016 and has held it in 35 quarters since. The position peaked at $4.46M in Q1 2024. 1,313 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

  • Global Retirement Partners held 49,219 shares of Vanguard Short-Term Bond ETF worth $3.88M as of Q4 2025.
  • Global Retirement Partners bought 4,038 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $319K.
  • Vanguard Short-Term Bond ETF made up 0.07% of Global Retirement Partners's portfolio in Q4 2025, its #262 holding.
  • Global Retirement Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and has held it in 35 quarters since.
  • Global Retirement Partners's Vanguard Short-Term Bond ETF position peaked at $4.46M in Q1 2024.
  • 1,313 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.