RF&L Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

RF&L Wealth Management’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	$9.09M	Buy	115,903 +4,998	+5%	+$394K	6.8%	5
2025 Q4	$8.74M	Buy	110,905 +4,745	+4%	+$374K	4.9%	5
2025 Q3	$8.38M	Buy	106,160 +5,205	+5%	+$409K	4.92%	5
2025 Q2	$7.95M	Buy	100,955 +994	+1%	+$77.7K	5.12%	5
2025 Q1	$7.82M	Buy	99,961 +560	+0.6%	+$43.5K	5.6%	5
2024 Q4	$7.68M	Buy	99,401 +2,764	+3%	+$215K	5.43%	5
2024 Q3	$7.6M	Buy	96,637 +5,420	+6%	+$422K	5.38%	5
2024 Q2	$7M	Buy	91,217 +6,115	+7%	+$467K	5.32%	5
2024 Q1	$6.52M	Buy	85,102 +5,125	+6%	+$393K	5.02%	5
2023 Q4	$6.16M	Buy	79,977 +2,580	+3%	+$195K	5.12%	6
2023 Q3	$5.82M	Buy	77,397 +1,175	+2%	+$88.6K	5.4%	6
2023 Q2	$5.76M	Sell	76,222 -1,147	-1%	-$87.4K	5.26%	6
2023 Q1	$5.92M	Sell	77,369 -2,710	-3%	-$205K	5.74%	5
2022 Q4	$6.03M	Buy	+80,079	New	+$6.01M	6.21%	5

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RF&L Wealth Management's BSV Position: Q1 2026 in Review

RF&L Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 4.5% in Q1 2026, buying an estimated $394K and bringing the position to 115,903 shares worth $9.09M. The position accounts for 6.8% of the portfolio, ranked #5.

RF&L Wealth Management first reported a position in BSV in Q4 2022 and has held it in 14 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

RF&L Wealth Management held 115,903 shares of Vanguard Short-Term Bond ETF worth $9.09M as of Q1 2026.
RF&L Wealth Management bought 4,998 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $394K.
Vanguard Short-Term Bond ETF made up 6.8% of RF&L Wealth Management's portfolio in Q1 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 14 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on RF&L Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.