Waypoint Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Waypoint Wealth Partners’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	-2,592	Closed	-$203K	–	78
2025 Q1	$203K	Hold	2,592	–	–	0.06%	67
2024 Q4	$200K	Buy	+2,592	New	+$201K	0.05%	65
2024 Q1	–	Sell	-3,354	Closed	-$258K	–	73
2023 Q4	$258K	Buy	3,354 +210	+7%	+$15.9K	0.08%	64
2023 Q3	$236K	Buy	+3,144	New	+$237K	0.08%	68
2022 Q4	–	Sell	-8,564	Closed	-$641K	–	65
2022 Q3	$641K	Sell	8,564 -20,275	-70%	-$1.55M	0.27%	27
2022 Q2	$2.21M	Buy	+28,839	New	+$2.22M	0.85%	16

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

Waypoint Wealth Partners's BSV Position: Q2 2025 in Review

Waypoint Wealth Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2025, closing a stake of 2,592 shares — an estimated $203K sold.

Waypoint Wealth Partners first reported a position in BSV in Q2 2022 and held it in 6 quarters. The position peaked at $2.21M in Q2 2022. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

Waypoint Wealth Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
Waypoint Wealth Partners sold 2,592 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $203K.
Waypoint Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and held it in 6 quarters.
Waypoint Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $2.21M in Q2 2022.
1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.