Laird Norton Wetherby Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Laird Norton Wetherby 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	$278K	Hold	3,528	–	–	0.01%	780
2025 Q2	$278K	Buy	+3,528	New	+$276K	0.01%	753
2024 Q4	$1.01M	Buy	13,115 +4	+0%	+$310	0.05%	338
2024 Q3	$1.03M	Hold	13,111	–	–	0.05%	350
2024 Q2	$1.01M	Buy	+13,111	New	+$1M	0.05%	351
2023 Q3	–	Sell	-9,555	Closed	-$722K	–	919
2023 Q2	$722K	Buy	+9,555	New	+$728K	0.04%	427
2022 Q3	–	Sell	-8,544	Closed	-$656K	–	890
2022 Q2	$656K	Hold	8,544	–	–	0.04%	402
2022 Q1	$666K	Sell	8,544 -6,760	-44%	-$537K	0.04%	427
2021 Q4	$1.24M	Buy	15,304 +2,900	+23%	+$236K	0.07%	266
2021 Q3	$1.02M	Sell	12,404 -6,147	-33%	-$505K	0.06%	298
2021 Q2	$1.52M	Buy	18,551 +12,401	+202%	+$1.02M	0.09%	202
2021 Q1	$505K	Sell	6,150 -6,376	-51%	-$526K	0.04%	430
2020 Q4	$1.04M	Buy	+12,526	New	+$1.04M	0.07%	260

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

Laird Norton Wetherby Wealth Management's BSV Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2025 at 3,528 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #780.

Laird Norton Wetherby Wealth Management first reported a position in BSV in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.52M in Q2 2021. 1,212 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

Laird Norton Wetherby Wealth Management held 3,528 shares of Vanguard Short-Term Bond ETF worth $278K as of Q3 2025.
Laird Norton Wetherby 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 Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #780 holding.
Laird Norton Wetherby Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 13 quarters since.
Laird Norton Wetherby Wealth Management's Vanguard Short-Term Bond ETF position peaked at $1.52M in Q2 2021.
1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.