RIA Advisory Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

RIA Advisory Group’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 Q3	$568K	Buy	7,430 +75	+1%	+$5.8K	0.16%	73
2026 Q2	$573K	Buy	7,355 +75	+1%	+$5.85K	0.12%	88
2026 Q1	$571K	Sell	7,280 -401	-5%	-$31.6K	0.14%	82
2025 Q4	$605K	Sell	7,681 -818	-10%	-$64.5K	0.15%	86
2025 Q3	$671K	Buy	8,499 +83	+1%	+$6.53K	0.17%	76
2025 Q2	$662K	Sell	8,416 -2,634	-24%	-$206K	0.19%	68
2025 Q1	$865K	Sell	11,050 -1,513	-12%	-$117K	0.28%	62
2024 Q4	$971K	Sell	12,563 -1,424	-10%	-$111K	0.33%	47
2024 Q3	$1.1M	Buy	+13,987	New	+$1.09M	0.39%	40
2024 Q1	$1.13M	Buy	+14,677	New	+$1.13M	0.46%	36
2023 Q4	–	Sell	-14,875	Closed	-$1.12M	–	127
2023 Q3	$1.12M	Sell	14,875 -2,843	-16%	-$214K	0.5%	27
2023 Q2	$1.34M	Sell	17,718 -4,529	-20%	-$345K	0.58%	23
2023 Q1	$1.7M	Sell	22,247 -2,215	-9%	-$168K	0.78%	19
2022 Q4	$1.84M	Buy	+24,462	New	+$1.84M	1.07%	13

Other funds holding BSV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

RIA Advisory Group's BSV Position: Q3 2026 in Review

RIA Advisory Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 1% in Q3 2026, buying an estimated $5.8K and bringing the position to 7,430 shares worth $568K. The position accounts for 0.16% of the portfolio, ranked #73.

RIA Advisory Group first reported a position in BSV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.84M in Q4 2022. 953 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

RIA Advisory Group held 7,430 shares of Vanguard Short-Term Bond ETF worth $568K as of Q3 2026.
RIA Advisory Group bought 75 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $5.8K.
Vanguard Short-Term Bond ETF made up 0.16% of RIA Advisory Group's portfolio in Q3 2026, its #73 holding.
RIA Advisory Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
RIA Advisory Group's Vanguard Short-Term Bond ETF position peaked at $1.84M in Q4 2022.
953 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.