Raymond James Financial
BSV icon

Raymond James Financial’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Raymond James Financial’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 		$306M Buy
3,901,473
+260,281
+7% +$20.5M 0.09% 194
2025
Q4 		$287M Buy
3,641,192
+182,734
+5% +$14.4M 0.09% 195
2025
Q3 		$273M Buy
3,458,458
+177,192
+5% +$13.9M 0.09% 210
2025
Q2 		$258M Buy
3,281,266
+184,413
+6% +$14.4M 0.09% 208
2025
Q1 		$242M Buy
3,096,853
+329,062
+12% +$25.5M 0.09% 209
2024
Q4 		$214M Buy
+2,767,791
New +$215M 0.08% 222

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 $424B AUM 22.96% 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

Raymond James Financial's BSV Position: Q1 2026 in Review

Raymond James Financial increased its Vanguard Short-Term Bond ETF (BSV) stake by 7.1% in Q1 2026, buying an estimated $20.5M and bringing the position to 3,901,473 shares worth $306M. The position accounts for 0.09% of the portfolio, ranked #194.

Raymond James Financial first reported a position in BSV in Q4 2024 and has held it in 6 quarters since. 1,336 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Raymond James Financial held 3,901,473 shares of Vanguard Short-Term Bond ETF worth $306M as of Q1 2026.
  • Raymond James Financial bought 260,281 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $20.5M.
  • Vanguard Short-Term Bond ETF made up 0.09% of Raymond James Financial's portfolio in Q1 2026, its #194 holding.
  • Raymond James Financial first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,336 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.