RW
BSV icon

REDW Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

REDW Wealth’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 		$12.5M Sell
159,268
-7,749
-5% -$610K 4.98% 7
2025
Q4 		$13.2M Buy
167,017
+7,631
+5% +$602K 5.02% 7
2025
Q3 		$12.6M Sell
159,386
-547
-0.3% -$43K 4.75% 7
2025
Q2 		$12.6M Buy
159,933
+4,325
+3% +$338K 5.01% 7
2025
Q1 		$12.2M Sell
155,608
-3,305
-2% -$257K 4.53% 6
2024
Q4 		$12.3M Sell
158,913
-48,983
-24% -$3.8M 4.26% 6
2024
Q3 		$16.4M Sell
207,896
-5,374
-3% -$419K 4.19% 6
2024
Q2 		$16.4M Buy
213,270
+3,662
+2% +$279K 4.29% 5
2024
Q1 		$16.1M Sell
209,608
-14,966
-7% -$1.15M 4.33% 5
2023
Q4 		$17.3M Sell
224,574
-13,571
-6% -$1.03M 4.96% 5
2023
Q3 		$17.9M Sell
238,145
-16,409
-6% -$1.24M 5.52% 4
2023
Q2 		$19.2M Buy
254,554
+25,089
+11% +$1.91M 5.76% 4
2023
Q1 		$17.6M Sell
229,465
-10,521
-4% -$797K 5.58% 4
2022
Q4 		$18.1M Buy
239,986
+5,801
+2% +$435K 6.24% 3
2022
Q3 		$17.5M Buy
234,185
+132,364
+130% +$10.1M 6.74% 3
2022
Q2 		$7.82M Buy
101,821
+47,128
+86% +$3.63M 2.87% 10
2022
Q1 		$4.26M Buy
54,693
+23,963
+78% +$1.9M 1.27% 14
2021
Q4 		$2.48M Buy
30,730
+9
+0% +$732 0.72% 21
2021
Q3 		$2.52M Sell
30,721
-1,386
-4% -$114K 0.8% 19
2021
Q2 		$2.64M Sell
32,107
-3,771
-11% -$310K 0.83% 19
2021
Q1 		$2.95M Buy
35,878
+262
+0.7% +$21.6K 0.99% 16
2020
Q4 		$2.95M Buy
35,616
+162
+0.5% +$13.4K 1.09% 17
2020
Q3 		$2.94M Sell
35,454
-2,964
-8% -$246K 1.24% 16
2020
Q2 		$3.19M Sell
38,418
-480
-1% -$39.7K 1.58% 13
2020
Q1 		$3.2M Sell
38,898
-3,411
-8% -$277K 2.01% 11
2019
Q4 		$3.41M Sell
42,309
-2,073
-5% -$167K 1.9% 8
2019
Q3 		$3.59M Buy
44,382
+1,882
+4% +$152K 2.11% 7
2019
Q2 		$3.42M Sell
42,500
-4,308
-9% -$344K 2.05% 7
2019
Q1 		$3.73M Sell
46,808
-5,880
-11% -$464K 2.29% 7
2018
Q4 		$4.14M Sell
52,688
-53,981
-51% -$4.21M 2.85% 7
2018
Q3 		$8.32M Sell
106,669
-339,612
-76% -$26.5M 5.52% 5
2018
Q2 		$34.9M Buy
446,281
+21,674
+5% +$1.69M 25.02% 1
2018
Q1 		$33.3M Buy
424,607
+80,601
+23% +$6.33M 24.83% 1
2017
Q4 		$27.2M Buy
344,006
+6,755
+2% +$537K 21.13% 1
2017
Q3 		$26.9M Buy
337,251
+100,532
+42% +$8.04M 22.29% 1
2017
Q2 		$18.9M Buy
236,719
+25,302
+12% +$2.02M 18.49% 2
2017
Q1 		$16.9M Buy
211,417
+33,657
+19% +$2.68M 17.15% 2
2016
Q4 		$14.1M Buy
+177,760
New +$14.2M 15.96% 2

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

REDW Wealth's BSV Position: Q1 2026 in Review

REDW Wealth reduced its Vanguard Short-Term Bond ETF (BSV) stake by 4.6% in Q1 2026, selling an estimated $610K and leaving 159,268 shares worth $12.5M. The position accounts for 4.98% of the portfolio, ranked #7.

REDW Wealth first reported a position in BSV in Q4 2016 and has held it in 38 quarters since. The position peaked at $34.9M in Q2 2018. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • REDW Wealth held 159,268 shares of Vanguard Short-Term Bond ETF worth $12.5M as of Q1 2026.
  • REDW Wealth sold 7,749 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $610K.
  • Vanguard Short-Term Bond ETF made up 4.98% of REDW Wealth's portfolio in Q1 2026, its #7 holding.
  • REDW Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • REDW Wealth's Vanguard Short-Term Bond ETF position peaked at $34.9M in Q2 2018.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on REDW Wealth's 13F filing for Q1 2026, filed 8 May 2026.