RF&L Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
Other funds holding BSV
RF&L Wealth Management's BSV Position: Q3 2026 in Review
RF&L Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.3% in Q3 2026, buying an estimated $321K and bringing the position to 128,354 shares worth $9.8M. The position accounts for 6.59% of the portfolio, ranked #5.
RF&L Wealth Management first reported a position in BSV in Q4 2022 and has held it in 16 quarters since. 745 funds tracked by Wall St. Rank hold BSV as of Q3 2026.
- RF&L Wealth Management held 128,354 shares of Vanguard Short-Term Bond ETF worth $9.8M as of Q3 2026.
- RF&L Wealth Management bought 4,155 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $321K.
- Vanguard Short-Term Bond ETF made up 6.59% of RF&L Wealth Management's portfolio in Q3 2026, its #5 holding.
- RF&L Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 16 quarters since.
- 745 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.
Based on RF&L Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.