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

Hemington 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 Q3	$2K	Hold	26	–	–	﹤0.01%	1314
2025 Q2	$2K	Hold	26	–	–	﹤0.01%	1287
2025 Q1	$2K	Hold	26	–	–	﹤0.01%	1263
2024 Q4	$2K	Hold	26	–	–	﹤0.01%	1235
2024 Q3	$2K	Buy	+26	New	+$2.02K	﹤0.01%	1151
2022 Q4	–	Sell	-2,994	Closed	-$224K	–	101
2022 Q3	$224K	Sell	2,994 -2,944	-50%	-$225K	0.1%	88
2022 Q2	$456K	Sell	5,938 -1,502	-20%	-$116K	0.18%	62
2022 Q1	$580K	Buy	7,440 +2	+0%	+$159	0.19%	58
2021 Q4	$617K	Sell	7,438 -469	-6%	-$38.1K	0.29%	40
2021 Q3	$648K	Buy	7,907 +2,140	+37%	+$176K	0.24%	45
2021 Q2	$474K	Sell	5,767 -1,628	-22%	-$134K	0.2%	56
2021 Q1	$608K	Sell	7,395 -43	-0.6%	-$3.55K	0.26%	45
2020 Q4	$617K	Buy	+7,438	New	+$616K	0.29%	40

Other funds holding BSV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hemington Wealth Management's BSV Position: Q3 2025 in Review

Hemington Wealth Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2025 at 26 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Hemington Wealth Management first reported a position in BSV in Q4 2020 and has held it in 13 quarters since. The position peaked at $648K in Q3 2021. 1,212 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

Hemington Wealth Management held 26 shares of Vanguard Short-Term Bond ETF worth $2K as of Q3 2025.
Hemington Wealth Management left its Vanguard Short-Term Bond ETF share count unchanged in Q3 2025.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1314 holding.
Hemington Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 13 quarters since.
Hemington Wealth Management's Vanguard Short-Term Bond ETF position peaked at $648K in Q3 2021.
1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.