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Wood Tarver Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Wood Tarver Financial Group’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
-2,187
Closed -$172K – 221
2025
Q2 		$172K Sell
2,187
-153
-7% -$12K 0.05% 154
2025
Q1 		$183K Sell
2,340
-1,988
-46% -$154K 0.06% 138
2024
Q4 		$334K Buy
+4,328
New +$336K 0.11% 104

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wood Tarver Financial Group's BSV Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2025, closing a stake of 2,187 shares — an estimated $172K sold.

Wood Tarver Financial Group first reported a position in BSV in Q4 2024 and held it in 3 quarters. The position peaked at $334K in Q4 2024. 1,212 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 2,187 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $172K.
  • Wood Tarver Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Vanguard Short-Term Bond ETF position peaked at $334K in Q4 2024.
  • 1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.