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

ORG 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 		$182K Buy
2,307
+187
+9% +$14.8K 0.03% 349
2025
Q3 		$167K Buy
2,120
+18
+0.9% +$1.42K 0.03% 368
2025
Q2 		$165K Buy
2,102
+518
+33% +$40.5K 0.04% 356
2025
Q1 		$124K Sell
1,584
-457
-22% -$35.5K 0.03% 342
2024
Q4 		$158K Sell
2,041
-201
-9% -$15.6K 0.02% 357
2024
Q3 		$177K Sell
2,242
-7,457
-77% -$581K 0.03% 299
2024
Q2 		$741K Buy
+9,699
New +$740K 0.09% 191
2024
Q1 		– Sell
-5,183
Closed -$400K – 611
2023
Q4 		$400K Buy
5,183
+4,572
+748% +$346K 0.07% 199
2023
Q3 		$46K Sell
611
-4,061
-87% -$306K 0.01% 536
2023
Q2 		$353K Buy
+4,672
New +$356K 0.06% 280

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

ORG Partners's BSV Position: Q4 2025 in Review

ORG Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 8.8% in Q4 2025, buying an estimated $14.8K and bringing the position to 2,307 shares worth $182K. The position accounts for 0.03% of the portfolio, ranked #349.

ORG Partners first reported a position in BSV in Q2 2023 and has held it in 10 quarters since. The position peaked at $741K in Q2 2024. 1,316 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

  • ORG Partners held 2,307 shares of Vanguard Short-Term Bond ETF worth $182K as of Q4 2025.
  • ORG Partners bought 187 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $14.8K.
  • Vanguard Short-Term Bond ETF made up 0.03% of ORG Partners's portfolio in Q4 2025, its #349 holding.
  • ORG Partners first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and has held it in 10 quarters since.
  • ORG Partners's Vanguard Short-Term Bond ETF position peaked at $741K in Q2 2024.
  • 1,316 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.