Topel & Distasi Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Topel & Distasi Wealth Management’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 Q2	–	Sell	-5,332	Closed	-$417K	–	62
2025 Q1	$417K	Hold	5,332	–	–	0.19%	60
2024 Q4	$412K	Hold	5,332	–	–	0.18%	63
2024 Q3	$420K	Hold	5,332	–	–	0.17%	64
2024 Q2	$409K	Hold	5,332	–	–	0.18%	62
2024 Q1	$409K	Buy	5,332 +53	+1%	+$4.07K	0.18%	61
2023 Q4	$407K	Hold	5,279	–	–	0.19%	60
2023 Q3	$397K	Hold	5,279	–	–	0.21%	58
2023 Q2	$399K	Hold	5,279	–	–	0.2%	60
2023 Q1	$404K	Sell	5,279 -957	-15%	-$72.5K	0.21%	58
2022 Q4	$469K	Hold	6,236	–	–	0.26%	56
2022 Q3	$468K	Sell	6,236 -1,046	-14%	-$79.9K	0.26%	58
2022 Q2	$559K	Sell	7,282 -87,940	-92%	-$6.78M	0.32%	52
2022 Q1	$7.42M	Sell	95,222 -34,388	-27%	-$2.73M	3.11%	9
2021 Q4	$10.5M	Buy	+129,610	New	+$10.5M	4.27%	4

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Topel & Distasi Wealth Management's BSV Position: Q2 2025 in Review

Topel & Distasi Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2025, closing a stake of 5,332 shares — an estimated $417K sold.

Topel & Distasi Wealth Management first reported a position in BSV in Q4 2021 and held it in 14 quarters. The position peaked at $10.5M in Q4 2021. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

Topel & Distasi Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
Topel & Distasi Wealth Management sold 5,332 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $417K.
Topel & Distasi Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 14 quarters.
Topel & Distasi Wealth Management's Vanguard Short-Term Bond ETF position peaked at $10.5M in Q4 2021.
1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.