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Richard W. Paul & Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Richard W. Paul & Associates’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
Q2 		$180K Sell
2,314
-285
-11% -$22.2K 0.06% 155
2026
Q1 		$204K Buy
2,599
+349
+16% +$27.5K 0.07% 156
2025
Q4 		$177K Sell
2,250
-73
-3% -$5.76K 0.06% 158
2025
Q3 		$183K Buy
2,323
+9
+0.4% +$708 0.06% 164
2025
Q2 		$182K Sell
2,314
-51
-2% -$3.99K 0.07% 168
2025
Q1 		$185K Sell
2,365
-94
-4% -$7.3K 0.07% 166
2024
Q4 		$190K Buy
2,459
+104
+4% +$8.07K 0.07% 168
2024
Q3 		$185K Sell
2,355
-55
-2% -$4.28K 0.07% 173
2024
Q2 		$185K Buy
2,410
+170
+8% +$13K 0.07% 172
2024
Q1 		$172K Sell
2,240
-86
-4% -$6.6K 0.07% 173
2023
Q4 		$179K Sell
2,326
-65
-3% -$4.92K 0.08% 169
2023
Q3 		$180K Buy
2,391
+111
+5% +$8.37K 0.08% 163
2023
Q2 		$172K Buy
2,280
+30
+1% +$2.29K 0.08% 176
2023
Q1 		$172K Sell
2,250
-89
-4% -$6.74K 0.08% 176
2022
Q4 		$176K Buy
+2,339
New +$175K 0.09% 175

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Richard W. Paul & Associates's BSV Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its Vanguard Short-Term Bond ETF (BSV) stake by 11% in Q2 2026, selling an estimated $22.2K and leaving 2,314 shares worth $180K. The position accounts for 0.06% of the portfolio, ranked #155.

Richard W. Paul & Associates first reported a position in BSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $204K in Q1 2026. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Richard W. Paul & Associates held 2,314 shares of Vanguard Short-Term Bond ETF worth $180K as of Q2 2026.
  • Richard W. Paul & Associates sold 285 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $22.2K.
  • Vanguard Short-Term Bond ETF made up 0.06% of Richard W. Paul & Associates's portfolio in Q2 2026, its #155 holding.
  • Richard W. Paul & Associates first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Richard W. Paul & Associates's Vanguard Short-Term Bond ETF position peaked at $204K in Q1 2026.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.