RCM
BSV icon

Raleigh Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Raleigh Capital 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 		$348K Sell
4,467
-238
-5% -$18.6K 0.11% 166
2026
Q1 		$369K Buy
4,705
+339
+8% +$26.7K 0.13% 153
2025
Q4 		$344K Sell
4,366
-9
-0.2% -$710 0.12% 159
2025
Q3 		$345K Sell
4,375
-92
-2% -$7.23K 0.13% 154
2025
Q2 		$352K Sell
4,467
-134
-3% -$10.5K 0.15% 155
2025
Q1 		$360K Buy
4,601
+162
+4% +$12.6K 0.16% 140
2024
Q4 		$343K Sell
4,439
-61
-1% -$4.73K 0.13% 153
2024
Q3 		$354K Buy
4,500
+105
+2% +$8.18K 0.14% 162
2024
Q2 		$337K Sell
4,395
-24
-0.5% -$1.83K 0.14% 151
2024
Q1 		$339K Sell
4,419
-165
-4% -$12.7K 0.15% 156
2023
Q4 		$353K Sell
4,584
-86
-2% -$6.51K 0.16% 135
2023
Q3 		$351K Buy
4,670
+44
+1% +$3.32K 0.18% 125
2023
Q2 		$350K Sell
4,626
-264
-5% -$20.1K 0.17% 127
2023
Q1 		$374K Buy
4,890
+66
+1% +$5K 0.19% 127
2022
Q4 		$363K Buy
4,824
+124
+3% +$9.3K 0.19% 124
2022
Q3 		$352K Sell
4,700
-188
-4% -$14.4K 0.21% 118
2022
Q2 		$375K Sell
4,888
-1,188
-20% -$91.5K 0.21% 118
2022
Q1 		$473K Buy
+6,076
New +$482K 0.26% 107

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Raleigh Capital Management's BSV Position: Q2 2026 in Review

Raleigh Capital Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 5.1% in Q2 2026, selling an estimated $18.6K and leaving 4,467 shares worth $348K. The position accounts for 0.11% of the portfolio, ranked #166.

Raleigh Capital Management first reported a position in BSV in Q1 2022 and has held it in 18 quarters since. The position peaked at $473K in Q1 2022. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Raleigh Capital Management held 4,467 shares of Vanguard Short-Term Bond ETF worth $348K as of Q2 2026.
  • Raleigh Capital Management sold 238 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $18.6K.
  • Vanguard Short-Term Bond ETF made up 0.11% of Raleigh Capital Management's portfolio in Q2 2026, its #166 holding.
  • Raleigh Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Raleigh Capital Management's Vanguard Short-Term Bond ETF position peaked at $473K in Q1 2022.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.