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 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

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

RIA Advisory Group's BSV Position: Q1 2026 in Review

RIA Advisory Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 5.2% in Q1 2026, selling an estimated $31.6K and leaving 7,280 shares worth $571K. The position accounts for 0.14% of the portfolio, ranked #82.

RIA Advisory Group first reported a position in BSV in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.84M in Q4 2022. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

RIA Advisory Group held 7,280 shares of Vanguard Short-Term Bond ETF worth $571K as of Q1 2026.
RIA Advisory Group sold 401 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $31.6K.
Vanguard Short-Term Bond ETF made up 0.14% of RIA Advisory Group's portfolio in Q1 2026, its #82 holding.
RIA Advisory Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 12 quarters since.
RIA Advisory Group's Vanguard Short-Term Bond ETF position peaked at $1.84M in Q4 2022.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.