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NorthLanding Financial Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

NorthLanding Financial Partners’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
-2,780
Closed -$219K – 42
2025
Q3 		$219K Buy
2,780
+142
+5% +$11.2K 0.18% 41
2025
Q2 		$208K Sell
2,638
-23,393
-90% -$1.83M 0.18% 41
2025
Q1 		$2.04M Sell
26,031
-2,554
-9% -$198K 2% 11
2024
Q4 		$2.21M Buy
28,585
+1,206
+4% +$93.6K 2.23% 10
2024
Q3 		$2.15M Buy
27,379
+1,333
+5% +$104K 2.13% 11
2024
Q2 		$2M Buy
26,046
+1,210
+5% +$92.3K 2.12% 10
2024
Q1 		$1.9M Buy
+24,836
New +$1.91M 2.07% 11

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NorthLanding Financial Partners's BSV Position: Q4 2025 in Review

NorthLanding Financial Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2025, closing a stake of 2,780 shares — an estimated $219K sold.

NorthLanding Financial Partners first reported a position in BSV in Q1 2024 and held it in 7 quarters. The position peaked at $2.21M in Q4 2024. 1,316 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

  • NorthLanding Financial Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • NorthLanding Financial Partners sold 2,780 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $219K.
  • NorthLanding Financial Partners first reported a position in Vanguard Short-Term Bond ETF in Q1 2024 and held it in 7 quarters.
  • NorthLanding Financial Partners's Vanguard Short-Term Bond ETF position peaked at $2.21M in Q4 2024.
  • 1,316 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on NorthLanding Financial Partners's 13F filing for Q4 2025, filed 26 Jan 2026.