JC
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Jentner Corp’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Jentner Corp’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 		$56.9M Buy
722,651
+15,981
+2% +$1.25M 15.24% 3
2025
Q1 		$55.3M Buy
706,670
+7,368
+1% +$572K 16.56% 2
2024
Q4 		$54M Buy
699,302
+25,519
+4% +$1.98M 15.74% 2
2024
Q3 		$53M Buy
673,783
+14,143
+2% +$1.1M 16.23% 2
2024
Q2 		$50.6M Buy
659,640
+10,773
+2% +$822K 16.81% 2
2024
Q1 		$49.7M Buy
648,867
+4,417
+0.7% +$339K 17.48% 2
2023
Q4 		$49.6M Buy
644,450
+9,812
+2% +$743K 19.18% 2
2023
Q3 		$47.7M Buy
634,638
+8,868
+1% +$669K 29.66% 1
2023
Q2 		$47.3M Buy
625,770
+8,104
+1% +$618K 29.5% 1
2023
Q1 		$47.2M Sell
617,666
-2,951
-0.5% -$224K 32.25% 1
2022
Q4 		$46.7M Sell
620,617
-20,635
-3% -$1.55M 34.54% 1
2022
Q3 		$48M Sell
641,252
-11,470
-2% -$876K 38.3% 1
2022
Q2 		$50.1M Sell
652,722
-17,529
-3% -$1.35M 38.08% 1
2022
Q1 		$52.2M Sell
670,251
-11,066
-2% -$878K 37.84% 1
2021
Q4 		$55.1M Buy
681,317
+14,686
+2% +$1.19M 36.25% 1
2021
Q3 		$54.6M Buy
666,631
+30,948
+5% +$2.54M 37.29% 1
2021
Q2 		$52.2M Buy
635,683
+30,993
+5% +$2.55M 36.57% 1
2021
Q1 		$49.7M Buy
604,690
+316,873
+110% +$26.2M 38.72% 1
2020
Q4 		$23.9M Buy
287,817
+12,649
+5% +$1.05M 23.45% 2
2020
Q3 		$22.9M Buy
275,168
+11,576
+4% +$962K 24.86% 2
2020
Q2 		$21.9M Sell
263,592
-5,039
-2% -$417K 24.91% 2
2020
Q1 		$22.1M Sell
268,631
-2,805
-1% -$228K 28.9% 2
2019
Q4 		$21.9M Buy
+271,436
New +$21.9M 22.93% 3

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

Jentner Corp's BSV Position: Q2 2025 in Review

Jentner Corp increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.3% in Q2 2025, buying an estimated $1.25M and bringing the position to 722,651 shares worth $56.9M. The position accounts for 15.24% of the portfolio, ranked #3.

Jentner Corp first reported a position in BSV in Q4 2019 and has held it in 23 quarters since. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

  • Jentner Corp held 722,651 shares of Vanguard Short-Term Bond ETF worth $56.9M as of Q2 2025.
  • Jentner Corp bought 15,981 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $1.25M.
  • Vanguard Short-Term Bond ETF made up 15.24% of Jentner Corp's portfolio in Q2 2025, its #3 holding.
  • Jentner Corp first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 23 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Jentner Corp's 13F filing for Q2 2025, filed 16 Jul 2025.