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

Rappaport Reiches 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
2025 Q1	$1.59M	Hold	20,325	–	–	0.4%	28
2024 Q4	$1.57M	Buy	20,325 +95	+0.5%	+$7.37K	0.41%	27
2024 Q3	$1.59M	Hold	20,230	–	–	0.42%	30
2024 Q2	$1.55M	Hold	20,230	–	–	0.46%	29
2024 Q1	$1.55M	Sell	20,230 -390	-2%	-$29.9K	0.49%	29
2023 Q4	$1.59M	Buy	20,620 +2,645	+15%	+$200K	0.58%	22
2023 Q3	$1.35M	Sell	17,975 -1,230	-6%	-$92.7K	0.57%	22
2023 Q2	$1.45M	Sell	19,205 -5,150	-21%	-$392K	0.61%	23
2023 Q1	$1.86M	Sell	24,355 -21,139	-46%	-$1.6M	0.83%	18
2022 Q4	$3.42M	Sell	45,494 -9,753	-18%	-$732K	1.69%	11
2022 Q3	$4.13M	Buy	55,247 +37,307	+208%	+$2.85M	2.1%	9
2022 Q2	$1.38M	Buy	+17,940	New	+$1.38M	0.69%	22

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rappaport Reiches Capital Management's BSV Position: Q1 2025 in Review

Rappaport Reiches Capital Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q1 2025 at 20,325 shares worth $1.59M. The position accounts for 0.4% of the portfolio, ranked #28.

Rappaport Reiches Capital Management first reported a position in BSV in Q2 2022 and has held it in 12 quarters since. The position peaked at $4.13M in Q3 2022. 1,211 funds tracked by Wall St. Rank hold BSV as of Q1 2025.

Rappaport Reiches Capital Management held 20,325 shares of Vanguard Short-Term Bond ETF worth $1.59M as of Q1 2025.
Rappaport Reiches Capital Management left its Vanguard Short-Term Bond ETF share count unchanged in Q1 2025.
Vanguard Short-Term Bond ETF made up 0.4% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #28 holding.
Rappaport Reiches Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 12 quarters since.
Rappaport Reiches Capital Management's Vanguard Short-Term Bond ETF position peaked at $4.13M in Q3 2022.
1,211 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.