TPWM
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Torrey-Payne Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Torrey-Payne 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
2026
Q2 		$11.4M Buy
145,726
+6,660
+5% +$520K 9.34% 3
2026
Q1 		$10.9M Buy
139,066
+1,530
+1% +$120K 10% 3
2025
Q4 		$10.8M Buy
+137,536
New +$10.9M 9.71% 3

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Torrey-Payne Wealth Management's BSV Position: Q2 2026 in Review

Torrey-Payne Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 4.8% in Q2 2026, buying an estimated $520K and bringing the position to 145,726 shares worth $11.4M. The position accounts for 9.34% of the portfolio, ranked #3.

Torrey-Payne Wealth Management first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. 1,353 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Torrey-Payne Wealth Management held 145,726 shares of Vanguard Short-Term Bond ETF worth $11.4M as of Q2 2026.
  • Torrey-Payne Wealth Management bought 6,660 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $520K.
  • Vanguard Short-Term Bond ETF made up 9.34% of Torrey-Payne Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Torrey-Payne Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Torrey-Payne Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.