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Woodward Diversified Capital’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Woodward Diversified Capital’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
Q4 		– Sell
-7,198
Closed -$568K – 185
2025
Q3 		$568K Sell
7,198
-19,435
-73% -$1.53M 0.26% 95
2025
Q2 		$2.1M Buy
26,633
+13,771
+107% +$1.08M 1.06% 16
2025
Q1 		$1.01M Buy
12,862
+6,589
+105% +$511K 0.71% 32
2024
Q4 		$485K Buy
+6,273
New +$487K 0.36% 64
2023
Q4 		– Sell
-44,002
Closed -$3.31M – 159
2023
Q3 		$3.31M Buy
44,002
+4,384
+11% +$330K 2.38% 6
2023
Q2 		$2.99M Sell
39,618
-33,843
-46% -$2.58M 2.26% 6
2023
Q1 		$5.62M Sell
73,461
-9,142
-11% -$693K 4.42% 5
2022
Q4 		$6.22M Sell
82,603
-86,610
-51% -$6.5M 5.01% 4
2022
Q3 		$12.7M Buy
169,213
+58,384
+53% +$4.46M 10.43% 1
2022
Q2 		$8.51M Buy
110,829
+42,188
+61% +$3.25M 6.51% 2
2022
Q1 		$5.35M Buy
68,641
+63,849
+1,332% +$5.07M 3.5% 5
2021
Q4 		$387K Buy
4,792
+1,445
+43% +$118K 0.23% 112
2021
Q3 		$274K Sell
3,347
-507
-13% -$41.7K 0.17% 142
2021
Q2 		$317K Sell
3,854
-990
-20% -$81.4K 0.18% 135
2021
Q1 		$398K Sell
4,844
-134
-3% -$11.1K 0.23% 104
2020
Q4 		$413K Buy
+4,978
New +$412K 0.27% 84

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Woodward Diversified Capital's BSV Position: Q4 2025 in Review

Woodward Diversified Capital sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2025, closing a stake of 7,198 shares — an estimated $568K sold.

Woodward Diversified Capital first reported a position in BSV in Q4 2020 and held it in 16 quarters. The position peaked at $12.7M in Q3 2022. 1,315 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

  • Woodward Diversified Capital reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Woodward Diversified Capital sold 7,198 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $568K.
  • Woodward Diversified Capital first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 16 quarters.
  • Woodward Diversified Capital's Vanguard Short-Term Bond ETF position peaked at $12.7M in Q3 2022.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on Woodward Diversified Capital's 13F filing for Q4 2025, filed 14 Jan 2026.