Rather & Kittrell’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Rather & Kittrell’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	$289K	Buy	3,713 +297	+9%	+$23.2K	0.04%	96
2026 Q1	$268K	Buy	+3,416	New	+$269K	0.04%	94
2024 Q3	–	Sell	-4,154	Closed	-$319K	–	85
2024 Q2	$319K	Hold	4,154	–	–	0.09%	66
2024 Q1	$318K	Buy	4,154 +119	+3%	+$9.13K	0.1%	63
2023 Q4	$311K	Buy	4,035 +56	+1%	+$4.24K	0.11%	57
2023 Q3	$299K	Sell	3,979 -129	-3%	-$9.72K	0.12%	52
2023 Q2	$310K	Hold	4,108	–	–	0.13%	53
2023 Q1	$313K	Buy	4,108 +53	+1%	+$4.02K	0.14%	53
2022 Q4	$304K	Sell	4,055 -2,509	-38%	-$188K	0.16%	52
2022 Q3	$491K	Hold	6,564	–	–	0.52%	41
2022 Q2	$503K	Buy	6,564 +155	+2%	+$11.9K	0.55%	35
2022 Q1	$498K	Sell	6,409 -238	-4%	-$18.9K	0.49%	34
2021 Q4	$539K	Buy	+6,647	New	+$541K	0.47%	31

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rather & Kittrell's BSV Position: Q2 2026 in Review

Rather & Kittrell increased its Vanguard Short-Term Bond ETF (BSV) stake by 8.7% in Q2 2026, buying an estimated $23.2K and bringing the position to 3,713 shares worth $289K. The position accounts for 0.04% of the portfolio, ranked #96.

Rather & Kittrell first reported a position in BSV in Q4 2021 and has held it in 13 quarters since. The position peaked at $539K in Q4 2021. 1,208 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Rather & Kittrell held 3,713 shares of Vanguard Short-Term Bond ETF worth $289K as of Q2 2026.
Rather & Kittrell bought 297 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $23.2K.
Vanguard Short-Term Bond ETF made up 0.04% of Rather & Kittrell's portfolio in Q2 2026, its #96 holding.
Rather & Kittrell first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 13 quarters since.
Rather & Kittrell's Vanguard Short-Term Bond ETF position peaked at $539K in Q4 2021.
1,208 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.