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Howe & Rusling’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Howe & Rusling’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
Q1 		$221K Hold
2,813
– – 0.01% 284
2025
Q4 		$222K Buy
2,813
+38
+1% +$3K 0.01% 285
2025
Q3 		$219K Sell
2,775
-643
-19% -$50.6K 0.02% 278
2025
Q2 		$269K Sell
3,418
-83
-2% -$6.49K 0.02% 241
2025
Q1 		$274K Buy
3,501
+726
+26% +$56.4K 0.02% 224
2024
Q4 		$214K Sell
2,775
-445
-14% -$34.5K 0.02% 251
2024
Q3 		$253K Hold
3,220
– – 0.02% 225
2024
Q2 		$247K Hold
3,220
– – 0.02% 218
2024
Q1 		$247K Sell
3,220
-817
-20% -$62.7K 0.02% 223
2023
Q4 		$311K Buy
4,037
+1,050
+35% +$79.5K 0.03% 184
2023
Q3 		$225K Buy
2,987
+212
+8% +$16K 0.03% 205
2023
Q2 		$210K Sell
2,775
-146
-5% -$11.1K 0.02% 217
2023
Q1 		$223K Sell
2,921
-2,003
-41% -$152K 0.03% 201
2022
Q4 		$371K Buy
4,924
+2,374
+93% +$178K 0.05% 146
2022
Q3 		$191K Hold
2,550
– – 0.03% 206
2022
Q2 		$196K Hold
2,550
– – 0.02% 202
2022
Q1 		$199K Buy
+2,550
New +$202K 0.02% 204
2021
Q2 		– Sell
-92
Closed -$8K – 952
2021
Q1 		$8K Buy
92
+59
+179% +$4.87K ﹤0.01% 521
2020
Q4 		$3K Buy
+33
New +$2.73K ﹤0.01% 712
2019
Q3 		– Sell
-183
Closed -$15K – 832
2019
Q2 		$15K Buy
+183
New +$14.6K ﹤0.01% 399
2018
Q4 		– Sell
-2,203
Closed -$172K – 827
2018
Q3 		$172K Buy
+2,203
New +$172K 0.03% 169
2016
Q4 		– Sell
-115
Closed -$9K – 1030
2016
Q3 		$9K Buy
+115
New +$9.3K ﹤0.01% 533

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Howe & Rusling's BSV Position: Q1 2026 in Review

Howe & Rusling held its Vanguard Short-Term Bond ETF (BSV) position steady in Q1 2026 at 2,813 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #284.

Howe & Rusling first reported a position in BSV in Q3 2016 and has held it in 22 quarters since. The position peaked at $371K in Q4 2022. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Howe & Rusling held 2,813 shares of Vanguard Short-Term Bond ETF worth $221K as of Q1 2026.
  • Howe & Rusling left its Vanguard Short-Term Bond ETF share count unchanged in Q1 2026.
  • Vanguard Short-Term Bond ETF made up 0.01% of Howe & Rusling's portfolio in Q1 2026, its #284 holding.
  • Howe & Rusling first reported a position in Vanguard Short-Term Bond ETF in Q3 2016 and has held it in 22 quarters since.
  • Howe & Rusling's Vanguard Short-Term Bond ETF position peaked at $371K in Q4 2022.
  • 1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.