Wealthstream Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Wealthstream Advisors’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 Q3	$631K	Buy	7,997 +13	+0.2%	+$1.02K	0.1%	75
2025 Q2	$628K	Sell	7,984 -5,650	-41%	-$442K	0.1%	69
2025 Q1	$1.07M	Buy	13,634 +121	+0.9%	+$9.39K	0.2%	43
2024 Q4	$1.04M	Buy	13,513 +156	+1%	+$12.1K	0.19%	46
2024 Q3	$1.05M	Buy	13,357 +112	+0.8%	+$8.72K	0.19%	44
2024 Q2	$1.02M	Buy	13,245 +106	+0.8%	+$8.09K	0.37%	39
2024 Q1	$1.01M	Buy	13,139 +3,099	+31%	+$238K	0.38%	40
2023 Q4	$773K	Buy	10,040 +702	+8%	+$53.1K	0.32%	50
2023 Q3	$702K	Sell	9,338 -1,120	-11%	-$84.4K	0.36%	42
2023 Q2	$790K	Buy	10,458 +5,788	+124%	+$441K	0.41%	36
2023 Q1	$357K	Sell	4,670 -3,406	-42%	-$258K	0.21%	55
2022 Q4	$608K	Buy	8,076 +5,389	+201%	+$404K	0.4%	36
2022 Q3	$201K	Sell	2,687 -4,251	-61%	-$325K	0.22%	61
2022 Q2	$533K	Buy	6,938 +3,638	+110%	+$280K	0.54%	30
2022 Q1	$257K	Buy	3,300 +2	+0.1%	+$159	0.22%	57
2021 Q4	$267K	Buy	+3,298	New	+$268K	0.23%	52

Other funds holding BSV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthstream Advisors's BSV Position: Q3 2025 in Review

Wealthstream Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.16% in Q3 2025, buying an estimated $1.02K and bringing the position to 7,997 shares worth $631K. The position accounts for 0.1% of the portfolio, ranked #75.

Wealthstream Advisors first reported a position in BSV in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.07M in Q1 2025. 1,213 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

Wealthstream Advisors held 7,997 shares of Vanguard Short-Term Bond ETF worth $631K as of Q3 2025.
Wealthstream Advisors bought 13 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $1.02K.
Vanguard Short-Term Bond ETF made up 0.1% of Wealthstream Advisors's portfolio in Q3 2025, its #75 holding.
Wealthstream Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 16 quarters since.
Wealthstream Advisors's Vanguard Short-Term Bond ETF position peaked at $1.07M in Q1 2025.
1,213 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.