O'Brien Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

O'Brien Wealth 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	$456K	Buy	+5,789	New	+$457K	0.06%	65

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

O'Brien Wealth Partners's BSV Position: Q4 2025 in Review

O'Brien Wealth Partners opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q4 2025: 5,789 shares worth $456K. The stake represents 0.06% of the portfolio and ranks #65 among its holdings.

1,317 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

O'Brien Wealth Partners held 5,789 shares of Vanguard Short-Term Bond ETF worth $456K as of Q4 2025.
Vanguard Short-Term Bond ETF was a new O'Brien Wealth Partners position in Q4 2025.
Vanguard Short-Term Bond ETF made up 0.06% of O'Brien Wealth Partners's portfolio in Q4 2025, its #65 holding.
1,317 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.