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BSV icon

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

Rathbones 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
2026
Q1 		$6.14M Sell
78,274
-8,528
-10% -$671K 0.02% 189
2025
Q4 		$6.84M Buy
86,802
+4,324
+5% +$341K 0.03% 185
2025
Q3 		$6.51M Sell
82,478
-1,941
-2% -$153K 0.03% 186
2025
Q2 		$6.64M Buy
84,419
+12,697
+18% +$993K 0.03% 181
2025
Q1 		$5.61M Buy
71,722
+1,704
+2% +$132K 0.03% 186
2024
Q4 		$5.41M Buy
70,018
+2,874
+4% +$223K 0.03% 191
2024
Q3 		$5.28M Sell
67,144
-588
-0.9% -$45.8K 0.03% 191
2024
Q2 		$5.2M Sell
67,732
-534
-0.8% -$40.7K 0.03% 183
2024
Q1 		$5.23M Sell
68,266
-219
-0.3% -$16.8K 0.03% 184
2023
Q4 		$5.27M Sell
68,485
-8,306
-11% -$629K 0.03% 182
2023
Q3 		$5.77M Sell
76,791
-14,645
-16% -$1.1M 0.04% 163
2023
Q2 		$6.91M Sell
91,436
-2,824
-3% -$215K 0.06% 133
2023
Q1 		$7.21M Buy
94,260
+4,181
+5% +$317K 0.07% 133
2022
Q4 		$6.78M Sell
90,079
-3,802
-4% -$285K 0.08% 133
2022
Q3 		$7.02M Buy
93,881
+2,140
+2% +$164K 0.09% 132
2022
Q2 		$7.04M Sell
91,741
-872
-0.9% -$67.2K 0.08% 138
2022
Q1 		$7.21M Sell
92,613
-3,578
-4% -$284K 0.07% 137
2021
Q4 		$7.78M Buy
96,191
+2,087
+2% +$170K 0.08% 140
2021
Q3 		$7.71M Sell
94,104
-3,143
-3% -$258K 0.08% 136
2021
Q2 		$7.99M Sell
97,247
-4,212
-4% -$346K 0.09% 133
2021
Q1 		$8.34M Sell
101,459
-3,335
-3% -$275K 0.11% 121
2020
Q4 		$8.69M Sell
104,794
-337
-0.3% -$27.9K 0.12% 114
2020
Q3 		$8.73M Buy
105,131
+8,702
+9% +$723K 0.15% 97
2020
Q2 		$8.02M Buy
96,429
+4,832
+5% +$400K 0.16% 95
2020
Q1 		$7.53M Buy
91,597
+16,215
+22% +$1.32M 0.22% 85
2019
Q4 		$6.08M Buy
75,382
+2,851
+4% +$230K 0.16% 98
2019
Q3 		$5.86M Buy
72,531
+3,796
+6% +$306K 0.17% 96
2019
Q2 		$5.54M Sell
68,735
-2,589
-4% -$206K 0.17% 91
2019
Q1 		$5.68M Buy
71,324
+961
+1% +$75.8K 0.19% 95
2018
Q4 		$5.53M Sell
70,363
-235
-0.3% -$18.3K 0.21% 91
2018
Q3 		$5.51M Buy
70,598
+8,415
+14% +$657K 0.19% 91
2018
Q2 		$4.86M Buy
62,183
+8,571
+16% +$670K 0.18% 93
2018
Q1 		$4.21M Sell
53,612
-3,409
-6% -$268K 0.17% 94
2017
Q4 		$4.51M Buy
57,021
+4,792
+9% +$381K 0.18% 92
2017
Q3 		$4.17M Sell
52,229
-700
-1% -$56K 0.18% 92
2017
Q2 		$4.23M Sell
52,929
-1,495
-3% -$119K 0.19% 96
2017
Q1 		$4.34M Buy
54,424
+1,945
+4% +$155K 0.2% 92
2016
Q4 		$4.17M Sell
52,479
-205
-0.4% -$16.4K 0.21% 87
2016
Q3 		$4.26M Buy
52,684
+2,310
+5% +$187K 0.22% 82
2016
Q2 		$4.08M Buy
50,374
+780
+2% +$62.9K 0.23% 80
2016
Q1 		$4M Buy
49,594
+2,095
+4% +$168K 0.24% 72
2015
Q4 		$3.8M Buy
47,499
+14,890
+46% +$1.19M 0.24% 78
2015
Q3 		$2.62M Buy
32,609
+5,725
+21% +$459K 0.17% 88
2015
Q2 		$2.16M Buy
26,884
+11,245
+72% +$903K 0.14% 103
2015
Q1 		$1.26M Buy
15,639
+12,770
+445% +$1.03M 0.08% 127
2014
Q4 		$229K Buy
+2,869
New +$230K 0.02% 279

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 $374B AUM 17.66% 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

Rathbones Group's BSV Position: Q1 2026 in Review

Rathbones Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 9.8% in Q1 2026, selling an estimated $671K and leaving 78,274 shares worth $6.14M. The position accounts for 0.02% of the portfolio, ranked #189.

Rathbones Group first reported a position in BSV in Q4 2014 and has held it in 46 quarters since. The position peaked at $8.73M in Q3 2020. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Rathbones Group held 78,274 shares of Vanguard Short-Term Bond ETF worth $6.14M as of Q1 2026.
  • Rathbones Group sold 8,528 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $671K.
  • Vanguard Short-Term Bond ETF made up 0.02% of Rathbones Group's portfolio in Q1 2026, its #189 holding.
  • Rathbones Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2014 and has held it in 46 quarters since.
  • Rathbones Group's Vanguard Short-Term Bond ETF position peaked at $8.73M in Q3 2020.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.