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Red Tortoise LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Red Tortoise LLC’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 		$258K Buy
3,288
+171
+5% +$13.5K 0.11% 80
2025
Q4 		$246K Buy
3,117
+37
+1% +$2.92K 0.1% 83
2025
Q3 		$243K Buy
3,080
+27
+0.9% +$2.12K 0.11% 83
2025
Q2 		$240K Buy
3,053
+64
+2% +$5K 0.12% 74
2025
Q1 		$234K Buy
2,989
+16
+0.5% +$1.24K 0.12% 69
2024
Q4 		$230K Buy
2,973
+473
+19% +$36.7K 0.12% 71
2024
Q3 		$197K Buy
2,500
+19
+0.8% +$1.48K 0.1% 78
2024
Q2 		$190K Buy
2,481
+18
+0.7% +$1.37K 0.1% 75
2024
Q1 		$189K Buy
2,463
+11
+0.4% +$844 0.11% 75
2023
Q4 		$189K Sell
2,452
-250
-9% -$18.9K 0.11% 77
2023
Q3 		$203K Sell
2,702
-14
-0.5% -$1.05K 0.14% 69
2023
Q2 		$205K Sell
2,716
-77
-3% -$5.87K 0.13% 70
2023
Q1 		$214K Buy
2,793
+3
+0.1% +$227 0.14% 67
2022
Q4 		$210K Buy
+2,790
New +$209K 0.15% 74
2022
Q2 		$434K Sell
5,646
-23,481
-81% -$1.81M 0.36% 49
2022
Q1 		$2.27M Buy
29,127
+195
+0.7% +$15.5K 1.72% 18
2021
Q4 		$2.34M Buy
28,932
+25,233
+682% +$2.05M 1.62% 19
2021
Q3 		$277K Buy
+3,699
New +$304K 0.22% 66

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Red Tortoise LLC's BSV Position: Q1 2026 in Review

Red Tortoise LLC increased its Vanguard Short-Term Bond ETF (BSV) stake by 5.5% in Q1 2026, buying an estimated $13.5K and bringing the position to 3,288 shares worth $258K. The position accounts for 0.11% of the portfolio, ranked #80.

Red Tortoise LLC first reported a position in BSV in Q3 2021 and has held it in 18 quarters since. The position peaked at $2.34M in Q4 2021. 1,338 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Red Tortoise LLC held 3,288 shares of Vanguard Short-Term Bond ETF worth $258K as of Q1 2026.
  • Red Tortoise LLC bought 171 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $13.5K.
  • Vanguard Short-Term Bond ETF made up 0.11% of Red Tortoise LLC's portfolio in Q1 2026, its #80 holding.
  • Red Tortoise LLC first reported a position in Vanguard Short-Term Bond ETF in Q3 2021 and has held it in 18 quarters since.
  • Red Tortoise LLC's Vanguard Short-Term Bond ETF position peaked at $2.34M in Q4 2021.
  • 1,338 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.