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Lord & Richards Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Lord & Richards 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
Q2 		– Sell
-8,360
Closed -$654K – 64
2025
Q1 		$654K Buy
8,360
+2,710
+48% +$210K 0.74% 39
2024
Q4 		$437K Buy
+5,650
New +$439K 0.92% 46

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

Lord & Richards Wealth Management's BSV Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2025, closing a stake of 8,360 shares — an estimated $654K sold.

Lord & Richards Wealth Management first reported a position in BSV in Q4 2024 and held it in 2 quarters. The position peaked at $654K in Q1 2025. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 8,360 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $654K.
  • Lord & Richards Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and held it in 2 quarters.
  • Lord & Richards Wealth Management's Vanguard Short-Term Bond ETF position peaked at $654K in Q1 2025.
  • 1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.