Vantage Financial Partners (Wisconsin)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$269K	Buy	3,416 +44	+1%	+$3.47K	0.05%	172
2025 Q3	$266K	Buy	3,372 +6	+0.2%	+$472	0.06%	176
2025 Q2	$265K	Buy	3,366 +5	+0.1%	+$391	0.06%	170
2025 Q1	$263K	Sell	3,361 -246	-7%	-$19.1K	0.07%	154
2024 Q4	$279K	Sell	3,607 -492	-12%	-$38.2K	0.07%	142
2024 Q3	$323K	Sell	4,099 -391	-9%	-$30.5K	0.08%	137
2024 Q2	$344K	Buy	4,490 +40	+0.9%	+$3.05K	0.09%	106
2024 Q1	$341K	Buy	4,450 +137	+3%	+$10.5K	0.09%	102
2023 Q4	$332K	Buy	+4,313	New	+$326K	0.1%	94
2022 Q3	–	Sell	-6,441	Closed	-$495K	–	62
2022 Q2	$495K	Sell	6,441 -387	-6%	-$29.8K	0.29%	23
2022 Q1	$532K	Buy	6,828 +522	+8%	+$41.4K	0.27%	28
2021 Q4	$510K	Buy	+6,306	New	+$513K	0.2%	29

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s BSV Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.3% in Q4 2025, buying an estimated $3.47K and bringing the position to 3,416 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #172.

Vantage Financial Partners (Wisconsin) first reported a position in BSV in Q4 2021 and has held it in 12 quarters since. The position peaked at $532K in Q1 2022. 1,316 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 3,416 shares of Vanguard Short-Term Bond ETF worth $269K as of Q4 2025.
Vantage Financial Partners (Wisconsin) bought 44 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $3.47K.
Vanguard Short-Term Bond ETF made up 0.05% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #172 holding.
Vantage Financial Partners (Wisconsin) first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 12 quarters since.
Vantage Financial Partners (Wisconsin)'s Vanguard Short-Term Bond ETF position peaked at $532K in Q1 2022.
1,316 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.