Wellington Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Wellington Capital 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	$772K	Buy	+9,813	New	+$767K	1.15%	15

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

Wellington Capital Management's BSV Position: Q2 2025 in Review

Wellington Capital Management opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2025: 9,813 shares worth $772K. The stake represents 1.15% of the portfolio and ranks #15 among its holdings.

1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

Wellington Capital Management held 9,813 shares of Vanguard Short-Term Bond ETF worth $772K as of Q2 2025.
Vanguard Short-Term Bond ETF was a new Wellington Capital Management position in Q2 2025.
Vanguard Short-Term Bond ETF made up 1.15% of Wellington Capital Management's portfolio in Q2 2025, its #15 holding.
1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Wellington Capital Management's 13F filing for Q2 2025, filed 18 Aug 2025.