Tarbox Family Office’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Tarbox Family Office’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	-2,911	Closed	-$230K	–	106
2025 Q3	$230K	Hold	2,911	–	–	0.03%	113
2025 Q2	$229K	Buy	+2,911	New	+$228K	0.03%	112
2022 Q1	–	Sell	-13	Closed	-$1K	–	1082
2021 Q4	$1K	Buy	+13	New	+$1.06K	﹤0.01%	980
2020 Q3	–	Sell	-8	Closed	-$1K	–	1154
2020 Q2	$1K	Hold	8	–	–	﹤0.01%	918
2020 Q1	$1K	Hold	8	–	–	﹤0.01%	803
2019 Q4	$1K	Hold	8	–	–	﹤0.01%	935
2019 Q3	$1K	Hold	8	–	–	﹤0.01%	874
2019 Q2	$1K	Buy	+8	New	+$638	﹤0.01%	899
2018 Q2	–	Sell	-725	Closed	-$57K	–	610
2018 Q1	$57K	Sell	725 -593	-45%	-$46.6K	0.02%	149
2017 Q4	$104K	Buy	1,318 +18	+1%	+$1.43K	0.04%	123
2017 Q3	$104K	Sell	1,300 -100	-7%	-$8K	0.05%	115
2017 Q2	$112K	Hold	1,400	–	–	0.06%	108
2017 Q1	$112K	Sell	1,400 -250	-15%	-$19.9K	0.06%	93
2016 Q4	$131K	Sell	1,650 -100	-6%	-$8K	0.08%	66
2016 Q3	$141K	Hold	1,750	–	–	0.09%	64
2016 Q2	$142K	Hold	1,750	–	–	0.1%	64
2016 Q1	$141K	Hold	1,750	–	–	0.11%	65
2015 Q4	$139K	Hold	1,750	–	–	0.11%	57
2015 Q3	$141K	Hold	1,750	–	–	0.13%	59
2015 Q2	$140K	Hold	1,750	–	–	0.12%	57
2015 Q1	$141K	Buy	+1,750	New	+$140K	0.12%	59

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Tarbox Family Office's BSV Position: Q4 2025 in Review

Tarbox Family Office sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2025, closing a stake of 2,911 shares — an estimated $230K sold.

Tarbox Family Office first reported a position in BSV in Q1 2015 and held it in 21 quarters. The position peaked at $230K in Q3 2025. 1,314 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

Tarbox Family Office reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
Tarbox Family Office sold 2,911 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $230K.
Tarbox Family Office first reported a position in Vanguard Short-Term Bond ETF in Q1 2015 and held it in 21 quarters.
Tarbox Family Office's Vanguard Short-Term Bond ETF position peaked at $230K in Q3 2025.
1,314 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on Tarbox Family Office's 13F filing for Q4 2025, filed 21 Jan 2026.