Obsidian Personal Planning Solutions’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Obsidian Personal Planning Solutions’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	$206K	Hold	2,604	–	–	0.07%	117
2025 Q2	$205K	Hold	2,604	–	–	0.08%	111
2025 Q1	$205K	Sell	2,604 -10	-0.4%	-$776	0.09%	105
2024 Q4	$203K	Buy	2,614 +31	+1%	+$2.41K	0.1%	105
2024 Q3	$201K	Sell	2,583 -454	-15%	-$35.4K	0.1%	100
2024 Q2	$233K	Sell	3,037 -457	-13%	-$34.9K	0.14%	81
2024 Q1	$265K	Sell	3,494 -808	-19%	-$62K	0.17%	67
2023 Q4	$331K	Sell	4,302 -67	-2%	-$5.07K	0.25%	51
2023 Q3	$328K	Buy	+4,369	New	+$329K	0.28%	46

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

Obsidian Personal Planning Solutions's BSV Position: Q3 2025 in Review

Obsidian Personal Planning Solutions held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2025 at 2,604 shares worth $206K. The position accounts for 0.07% of the portfolio, ranked #117.

Obsidian Personal Planning Solutions first reported a position in BSV in Q3 2023 and has held it in 9 quarters since. The position peaked at $331K in Q4 2023. 1,212 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

Obsidian Personal Planning Solutions held 2,604 shares of Vanguard Short-Term Bond ETF worth $206K as of Q3 2025.
Obsidian Personal Planning Solutions left its Vanguard Short-Term Bond ETF share count unchanged in Q3 2025.
Vanguard Short-Term Bond ETF made up 0.07% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #117 holding.
Obsidian Personal Planning Solutions first reported a position in Vanguard Short-Term Bond ETF in Q3 2023 and has held it in 9 quarters since.
Obsidian Personal Planning Solutions's Vanguard Short-Term Bond ETF position peaked at $331K in Q4 2023.
1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.