QWP
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Quotient Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Quotient 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 		– Sell
-2,703
Closed -$213K – 358
2025
Q3 		$213K Sell
2,703
-1,702
-39% -$134K 0.01% 340
2025
Q2 		$347K Buy
4,405
+239
+6% +$18.7K 0.01% 246
2025
Q1 		$326K Sell
4,166
-1,658
-28% -$129K 0.01% 239
2024
Q4 		$450K Sell
5,824
-6,252
-52% -$485K 0.01% 190
2024
Q3 		$950K Sell
12,076
-7,244
-37% -$564K 0.03% 114
2024
Q2 		$1.48M Sell
19,320
-77,971
-80% -$5.95M 0.05% 77
2024
Q1 		$7.46M Sell
97,291
-326,889
-77% -$25.1M 0.27% 31
2023
Q4 		$32.7M Buy
+424,180
New +$32.1M 1.27% 21

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

Quotient Wealth Partners's BSV Position: Q4 2025 in Review

Quotient Wealth Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2025, closing a stake of 2,703 shares — an estimated $213K sold.

Quotient Wealth Partners first reported a position in BSV in Q4 2023 and held it in 8 quarters. The position peaked at $32.7M in Q4 2023. 1,316 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

  • Quotient Wealth Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Quotient Wealth Partners sold 2,703 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $213K.
  • Quotient Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and held it in 8 quarters.
  • Quotient Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $32.7M in Q4 2023.
  • 1,316 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

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