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Richards, Merrill & Peterson’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Richards, Merrill & Peterson’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 		$255K Hold
3,267
– – 0.08% 171
2026
Q1 		$256K Buy
3,267
+1,147
+54% +$90.3K 0.09% 163
2025
Q4 		$167K Buy
+2,120
New +$167K 0.06% 176
2025
Q2 		– Sell
-2,078
Closed -$163K – 230
2025
Q1 		$163K Hold
2,078
– – 0.08% 155
2024
Q4 		$161K Buy
+2,078
New +$161K 0.08% 148

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Richards, Merrill & Peterson's BSV Position: Q2 2026 in Review

Richards, Merrill & Peterson held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 3,267 shares worth $255K. The position accounts for 0.08% of the portfolio, ranked #171.

Richards, Merrill & Peterson first reported a position in BSV in Q4 2024 and has held it in 5 quarters since. The position peaked at $256K in Q1 2026. 642 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Richards, Merrill & Peterson held 3,267 shares of Vanguard Short-Term Bond ETF worth $255K as of Q2 2026.
  • Richards, Merrill & Peterson left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Bond ETF made up 0.08% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #171 holding.
  • Richards, Merrill & Peterson first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • Richards, Merrill & Peterson's Vanguard Short-Term Bond ETF position peaked at $256K in Q1 2026.
  • 642 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.