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

Frank Rimerman 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
2026 Q2	$635K	Sell	8,153 -134	-2%	-$10.5K	0.04%	358
2026 Q1	$650K	Sell	8,287 -10,450	-56%	-$823K	0.04%	331
2025 Q4	$1.48M	Sell	18,737 -63	-0.3%	-$4.97K	0.09%	172
2025 Q3	$1.48M	Sell	18,800 -120	-0.6%	-$9.44K	0.1%	157
2025 Q2	$1.49M	Sell	18,920 -56	-0.3%	-$4.38K	0.1%	153
2025 Q1	$1.49M	Sell	18,976 -79	-0.4%	-$6.13K	0.12%	141
2024 Q4	$1.47M	Sell	19,055 -385	-2%	-$29.9K	0.11%	139
2024 Q3	$1.53M	Hold	19,440	–	–	0.11%	152
2024 Q2	$1.49M	Hold	19,440	–	–	0.11%	155
2024 Q1	$1.49M	Hold	19,440	–	–	0.29%	43
2023 Q4	$1.5M	Hold	19,440	–	–	0.31%	38
2023 Q3	$1.46M	Hold	19,440	–	–	0.35%	36
2023 Q2	$1.47M	Hold	19,440	–	–	0.35%	35
2023 Q1	$1.49M	Hold	19,440	–	–	0.41%	35
2022 Q4	$1.46M	Buy	+19,440	New	+$1.46M	0.46%	32

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

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

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

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

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

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

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

Frank Rimerman Advisors's BSV Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.6% in Q2 2026, selling an estimated $10.5K and leaving 8,153 shares worth $635K. The position accounts for 0.04% of the portfolio, ranked #358.

Frank Rimerman Advisors first reported a position in BSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.53M in Q3 2024. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Frank Rimerman Advisors held 8,153 shares of Vanguard Short-Term Bond ETF worth $635K as of Q2 2026.
Frank Rimerman Advisors sold 134 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $10.5K.
Vanguard Short-Term Bond ETF made up 0.04% of Frank Rimerman Advisors's portfolio in Q2 2026, its #358 holding.
Frank Rimerman Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
Frank Rimerman Advisors's Vanguard Short-Term Bond ETF position peaked at $1.53M in Q3 2024.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.