HHRDM
BSV icon

H&H Retirement Design & Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

H&H Retirement Design & Management’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 		$1.77M Buy
22,794
+2,062
+10% +$161K 0.8% 27
2026
Q1 		$1.62M Buy
20,732
+1,261
+6% +$99.3K 0.76% 30
2025
Q4 		$1.53M Buy
19,471
+375
+2% +$29.6K 0.78% 28
2025
Q3 		$1.5M Sell
19,096
-1,336
-7% -$105K 0.8% 29
2025
Q2 		$1.6M Buy
20,432
+898
+5% +$70.2K 0.88% 23
2025
Q1 		$1.53M Sell
19,534
-97
-0.5% -$7.53K 1.02% 22
2024
Q4 		$1.52M Sell
19,631
-1,077
-5% -$83.6K 0.93% 22
2024
Q3 		$1.62M Sell
20,708
-5,365
-21% -$418K 0.95% 22
2024
Q2 		$2.01M Buy
26,073
+340
+1% +$25.9K 1.24% 19
2024
Q1 		$1.95M Sell
25,733
-4,970
-16% -$381K 1.29% 19
2023
Q4 		$2.35M Sell
30,703
-178,635
-85% -$13.5M 1.48% 19
2023
Q3 		$15.7M Sell
209,338
-2,672
-1% -$201K 10.87% 3
2023
Q2 		$16.1M Sell
212,010
-20,447
-9% -$1.56M 10.69% 2
2023
Q1 		$17.8M Buy
232,457
+148,061
+175% +$11.2M 11.33% 3
2022
Q4 		$6.41M Sell
84,396
-1,850
-2% -$139K 5.41% 3
2022
Q3 		$6.41M Sell
86,246
-5,575
-6% -$426K 6.04% 3
2022
Q2 		$7.11M Sell
91,821
-11,775
-11% -$907K 5.19% 3
2022
Q1 		$8.01M Buy
103,596
+1,612
+2% +$128K 5.46% 3
2021
Q4 		$8.08M Buy
101,984
+91,909
+912% +$7.48M 5.11% 3
2021
Q3 		$823K Buy
10,075
+941
+10% +$77.3K 0.51% 26
2021
Q2 		$752K Sell
9,134
-210
-2% -$17.3K 0.46% 27
2021
Q1 		$769K Buy
+9,344
New +$771K 0.46% 26
2020
Q3 		$794K Sell
9,558
-2,554
-21% -$212K 0.62% 26
2020
Q2 		$1.01M Sell
12,112
-26
-0.2% -$2.15K 0.89% 28
2020
Q1 		$997K Buy
+12,138
New +$986K 0.95% 28

Other funds holding BSV

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

H&H Retirement Design & Management's BSV Position: Q2 2026 in Review

H&H Retirement Design & Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 9.9% in Q2 2026, buying an estimated $161K and bringing the position to 22,794 shares worth $1.77M. The position accounts for 0.8% of the portfolio, ranked #27.

H&H Retirement Design & Management first reported a position in BSV in Q1 2020 and has held it in 25 quarters since. The position peaked at $17.8M in Q1 2023. 683 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • H&H Retirement Design & Management held 22,794 shares of Vanguard Short-Term Bond ETF worth $1.77M as of Q2 2026.
  • H&H Retirement Design & Management bought 2,062 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $161K.
  • Vanguard Short-Term Bond ETF made up 0.8% of H&H Retirement Design & Management's portfolio in Q2 2026, its #27 holding.
  • H&H Retirement Design & Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • H&H Retirement Design & Management's Vanguard Short-Term Bond ETF position peaked at $17.8M in Q1 2023.
  • 683 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.