Lakewood Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Lakewood Asset 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 Q4	–	Sell	-4,019	Closed	-$317K	–	107
2025 Q3	$317K	Buy	4,019 +40	+1%	+$3.15K	0.19%	78
2025 Q2	$313K	Buy	3,979 +37	+0.9%	+$2.89K	0.21%	77
2025 Q1	$309K	Buy	3,942 +24	+0.6%	+$1.86K	0.21%	74
2024 Q4	$303K	Buy	3,918 +46	+1%	+$3.57K	0.21%	88
2024 Q3	$305K	Buy	3,872 +34	+0.9%	+$2.65K	0.21%	91
2024 Q2	$294K	Buy	3,838 +624	+19%	+$47.6K	0.21%	88
2024 Q1	$246K	Buy	3,214 +266	+9%	+$20.4K	0.17%	99
2023 Q4	$227K	Sell	2,948 -977	-25%	-$74K	0.18%	100
2023 Q3	$295K	Buy	+3,925	New	+$296K	0.24%	87
2023 Q1	–	Sell	-1,575	Closed	-$119K	–	128
2022 Q4	$119K	Buy	+1,575	New	+$118K	0.1%	132

Other funds holding BSV

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Lakewood Asset Management's BSV Position: Q4 2025 in Review

Lakewood Asset Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2025, closing a stake of 4,019 shares — an estimated $317K sold.

Lakewood Asset Management first reported a position in BSV in Q4 2022 and held it in 10 quarters. The position peaked at $317K in Q3 2025. 1,313 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

Lakewood Asset Management reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
Lakewood Asset Management sold 4,019 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $317K.
Lakewood Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and held it in 10 quarters.
Lakewood Asset Management's Vanguard Short-Term Bond ETF position peaked at $317K in Q3 2025.
1,313 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on Lakewood Asset Management's 13F filing for Q4 2025, filed 26 Jan 2026.