Latitude Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Latitude Advisors’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	–	Sell	-2,547	Closed	-$200K	–	217
2025 Q2	$200K	Buy	+2,547	New	+$199K	0.1%	202
2025 Q1	–	Sell	-2,672	Closed	-$206K	–	189
2024 Q4	$206K	Sell	2,672 -31	-1%	-$2.41K	0.12%	177
2024 Q3	$213K	Sell	2,703 -295	-10%	-$23K	0.12%	180
2024 Q2	$230K	Buy	+2,998	New	+$229K	0.14%	154
2023 Q4	–	Sell	-3,050	Closed	-$229K	–	176
2023 Q3	$229K	Buy	3,050 +208	+7%	+$15.7K	0.16%	139
2023 Q2	$215K	Sell	2,842 -4,513	-61%	-$344K	0.15%	150
2023 Q1	$563K	Buy	7,355 +759	+12%	+$57.5K	0.41%	50
2022 Q4	$497K	Sell	6,596 -276	-4%	-$20.7K	0.37%	60
2022 Q3	$514K	Sell	6,872 -617	-8%	-$47.1K	0.42%	48
2022 Q2	$575K	Sell	7,489 -16,405	-69%	-$1.26M	0.53%	41
2022 Q1	$1.86M	Buy	23,894 +8,517	+55%	+$676K	0.42%	45
2021 Q4	$1.24M	Sell	15,377 -564	-4%	-$45.9K	0.35%	51
2021 Q3	$1.31M	Buy	15,941 +7,893	+98%	+$649K	0.41%	43
2021 Q2	$661K	Sell	8,048 -13,882	-63%	-$1.14M	0.49%	41
2021 Q1	$1.8M	Buy	21,930 +2,725	+14%	+$225K	1.48%	13
2020 Q4	$1.59M	Buy	+19,205	New	+$1.59M	1.41%	15

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

Latitude Advisors's BSV Position: Q3 2025 in Review

Latitude Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2025, closing a stake of 2,547 shares — an estimated $200K sold.

Latitude Advisors first reported a position in BSV in Q4 2020 and held it in 16 quarters. The position peaked at $1.86M in Q1 2022. 1,212 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

Latitude Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
Latitude Advisors sold 2,547 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $200K.
Latitude Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 16 quarters.
Latitude Advisors's Vanguard Short-Term Bond ETF position peaked at $1.86M in Q1 2022.
1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on Latitude Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.