WFA of San Diego’s Vanguard Short-Term Bond ETF BSV Stock Holding History

WFA of San Diego’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	–	Sell	-190	Closed	-$15K	–	418
2025 Q2	$15K	Buy	+190	New	+$14.9K	0.01%	290
2024 Q3	$15K	Hold	190	–	–	0.01%	257
2024 Q2	$14.6K	Buy	+190	New	+$14.5K	0.01%	261
2023 Q3	$74.4K	Sell	990 -1,005	-50%	-$75.8K	0.08%	138
2023 Q2	$151K	Buy	+1,995	New	+$152K	0.15%	91
2023 Q1	–	Sell	-2,032	Closed	-$153K	–	108
2022 Q4	$153K	Buy	+2,032	New	+$152K	0.12%	103
2022 Q3	–	Sell	-2,495	Closed	-$192K	–	120
2022 Q2	$192K	Buy	+2,495	New	+$192K	0.16%	85
2022 Q1	–	Sell	-2,495	Closed	-$202K	–	96
2021 Q4	$202K	Hold	2,495	–	–	0.12%	114
2021 Q3	$204K	Buy	+2,495	New	+$205K	0.14%	100

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 $374B AUM 17.66% 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

WFA of San Diego's BSV Position: Q3 2025 in Review

WFA of San Diego sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2025, closing a stake of 190 shares — an estimated $15K sold.

WFA of San Diego first reported a position in BSV in Q3 2021 and held it in 9 quarters. The position peaked at $204K in Q3 2021. 1,212 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

WFA of San Diego reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
WFA of San Diego sold 190 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $15K.
WFA of San Diego first reported a position in Vanguard Short-Term Bond ETF in Q3 2021 and held it in 9 quarters.
WFA of San Diego's Vanguard Short-Term Bond ETF position peaked at $204K in Q3 2021.
1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on WFA of San Diego's 13F filing for Q3 2025, filed 17 Feb 2026.