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

WP 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 Q4	–	Sell	-2,770	Closed	-$219K	–	118
2025 Q3	$219K	Buy	+2,770	New	+$218K	0.06%	115
2019 Q2	–	Sell	-1,278	Closed	-$1.02K	–	78
2019 Q1	$1.02K	Buy	+1,278	New	+$101K	0.11%	88
2018 Q4	–	Sell	-1,264	Closed	-$99K	–	90
2018 Q3	$99K	Buy	1,264 +6	+0.5%	+$469	0.09%	90
2018 Q2	$98K	Buy	+1,258	New	+$98.3K	0.09%	88
2018 Q1	–	Sell	-4,830	Closed	-$382K	–	56
2017 Q4	$382K	Sell	4,830 -2,872	-37%	-$228K	0.37%	36
2017 Q3	$615K	Sell	7,702 -2,011	-21%	-$161K	0.46%	34
2017 Q2	$776K	Sell	9,713 -8,581	-47%	-$685K	0.56%	33
2017 Q1	$1.46M	Sell	18,294 -749	-4%	-$59.6K	0.92%	29
2016 Q4	$1.51M	Buy	+19,043	New	+$1.52M	1.06%	27

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WP Advisors's BSV Position: Q4 2025 in Review

WP Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2025, closing a stake of 2,770 shares — an estimated $219K sold.

WP Advisors first reported a position in BSV in Q4 2016 and held it in 9 quarters. The position peaked at $1.51M in Q4 2016. 1,316 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

WP Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
WP Advisors sold 2,770 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $219K.
WP Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and held it in 9 quarters.
WP Advisors's Vanguard Short-Term Bond ETF position peaked at $1.51M in Q4 2016.
1,316 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on WP Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.