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Running Point Capital Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Running Point Capital Advisors’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 		$348K Hold
4,419
– – 0.09% 105
2025
Q3 		$349K Hold
4,419
– – 0.09% 105
2025
Q2 		$348K Buy
4,419
+96
+2% +$7.51K 0.1% 100
2025
Q1 		$338K Buy
4,323
+450
+12% +$34.9K 0.11% 93
2024
Q4 		$299K Hold
3,873
– – 0.1% 86
2024
Q3 		$305K Buy
3,873
+551
+17% +$42.9K 0.12% 77
2024
Q2 		$255K Buy
3,322
+565
+20% +$43.1K 0.11% 81
2024
Q1 		$211K Buy
2,757
+24
+0.9% +$1.84K 0.09% 88
2023
Q4 		$211K Sell
2,733
-776
-22% -$58.7K 0.1% 97
2023
Q3 		$264K Buy
3,509
+161
+5% +$12.1K 0.15% 81
2023
Q2 		$253K Buy
3,348
+120
+4% +$9.15K 0.14% 84
2023
Q1 		$247K Hold
3,228
– – 0.15% 83
2022
Q4 		$243K Sell
3,228
-51
-2% -$3.83K 0.15% 86
2022
Q3 		$245K Buy
3,279
+207
+7% +$15.8K 0.16% 75
2022
Q2 		$236K Sell
3,072
-3,041
-50% -$234K 0.15% 84
2022
Q1 		$476K Buy
6,113
+1,708
+39% +$136K 0.28% 46
2021
Q4 		$356K Buy
4,405
+1,367
+45% +$111K 0.21% 54
2021
Q3 		$249K Sell
3,038
-351
-10% -$28.8K 0.11% 92
2021
Q2 		$278K Buy
3,389
+2
+0.1% +$165 0.13% 81
2021
Q1 		$278K Buy
3,387
+1,733
+105% +$143K 0.15% 68
2020
Q4 		$137K Buy
+1,654
New +$137K 0.08% 81

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Running Point Capital Advisors's BSV Position: Q4 2025 in Review

Running Point Capital Advisors held its Vanguard Short-Term Bond ETF (BSV) position steady in Q4 2025 at 4,419 shares worth $348K. The position accounts for 0.09% of the portfolio, ranked #105.

Running Point Capital Advisors first reported a position in BSV in Q4 2020 and has held it in 21 quarters since. The position peaked at $476K in Q1 2022. 1,313 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

  • Running Point Capital Advisors held 4,419 shares of Vanguard Short-Term Bond ETF worth $348K as of Q4 2025.
  • Running Point Capital Advisors left its Vanguard Short-Term Bond ETF share count unchanged in Q4 2025.
  • Vanguard Short-Term Bond ETF made up 0.09% of Running Point Capital Advisors's portfolio in Q4 2025, its #105 holding.
  • Running Point Capital Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Running Point Capital Advisors's Vanguard Short-Term Bond ETF position peaked at $476K in Q1 2022.
  • 1,313 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.