Richardson Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Richardson Capital 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 Q2	–	Sell	-17	Closed	-$1.33K	–	272
2026 Q1	$1.33K	Hold	17	–	–	﹤0.01%	376
2025 Q4	$1.34K	Buy	+17	New	+$1.34K	﹤0.01%	225

Other funds holding BSV

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Richardson Capital Management's BSV Position: Q2 2026 in Review

Richardson Capital Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2026, closing a stake of 17 shares — an estimated $1.33K sold.

Richardson Capital Management first reported a position in BSV in Q4 2025 and held it in 2 quarters. The position peaked at $1.34K in Q4 2025. 248 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Richardson Capital Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
Richardson Capital Management sold 17 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.33K.
Richardson Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and held it in 2 quarters.
Richardson Capital Management's Vanguard Short-Term Bond ETF position peaked at $1.34K in Q4 2025.
248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.