Range Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Range Financial Group’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	-12,193	Closed	-$962K	–	198
2025 Q3	$962K	Sell	12,193 -294	-2%	-$23.1K	0.35%	89
2025 Q2	$983K	Sell	12,487 -1,009	-7%	-$78.9K	0.39%	83
2025 Q1	$1.06M	Sell	13,496 -1,079	-7%	-$83.8K	0.47%	70
2024 Q4	$1.13M	Sell	14,575 -2,612	-15%	-$203K	0.52%	59
2024 Q3	$1.35M	Sell	17,187 -835	-5%	-$65K	1.86%	11
2024 Q2	$1.38M	Sell	18,022 -1,201	-6%	-$91.6K	0.71%	46
2024 Q1	$1.47M	Sell	19,223 -2,119	-10%	-$163K	0.77%	41
2023 Q4	$1.64M	Buy	21,342 +2,398	+13%	+$182K	0.99%	24
2023 Q3	$1.42M	Buy	18,944 +1,947	+11%	+$147K	0.94%	27
2023 Q2	$1.28M	Buy	+16,997	New	+$1.3M	0.82%	42

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

Range Financial Group's BSV Position: Q4 2025 in Review

Range Financial Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2025, closing a stake of 12,193 shares — an estimated $962K sold.

Range Financial Group first reported a position in BSV in Q2 2023 and held it in 10 quarters. The position peaked at $1.64M in Q4 2023. 1,316 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

Range Financial Group reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
Range Financial Group sold 12,193 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $962K.
Range Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and held it in 10 quarters.
Range Financial Group's Vanguard Short-Term Bond ETF position peaked at $1.64M in Q4 2023.
1,316 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on Range Financial Group's 13F filing for Q4 2025, filed 15 Jan 2026.