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Richardson Financial Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Richardson Financial Services’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 		$239K Sell
3,072
-183
-6% -$14.3K 0.14% 148
2026
Q1 		$255K Buy
3,255
+301
+10% +$23.7K 0.16% 134
2025
Q4 		$349K Buy
2,954
+181
+7% +$14.3K 0.11% 115
2025
Q3 		$219K Hold
2,773
– – 0.14% 140
2025
Q2 		$218K Sell
2,773
-5
-0.2% -$391 0.15% 143
2025
Q1 		$217K Buy
2,778
+151
+6% +$11.7K 0.17% 134
2024
Q4 		$203K Sell
2,627
-2,367
-47% -$184K 0.14% 134
2024
Q3 		$388K Buy
4,994
+2,630
+111% +$205K 0.25% 101
2024
Q2 		$181K Buy
2,364
+416
+21% +$31.7K 0.13% 146
2024
Q1 		$149K Buy
+1,948
New +$149K 0.11% 166

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

Richardson Financial Services's BSV Position: Q2 2026 in Review

Richardson Financial Services reduced its Vanguard Short-Term Bond ETF (BSV) stake by 5.6% in Q2 2026, selling an estimated $14.3K and leaving 3,072 shares worth $239K. The position accounts for 0.14% of the portfolio, ranked #148.

Richardson Financial Services first reported a position in BSV in Q1 2024 and has held it in 10 quarters since. The position peaked at $388K in Q3 2024. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Richardson Financial Services held 3,072 shares of Vanguard Short-Term Bond ETF worth $239K as of Q2 2026.
  • Richardson Financial Services sold 183 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $14.3K.
  • Vanguard Short-Term Bond ETF made up 0.14% of Richardson Financial Services's portfolio in Q2 2026, its #148 holding.
  • Richardson Financial Services first reported a position in Vanguard Short-Term Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Richardson Financial Services's Vanguard Short-Term Bond ETF position peaked at $388K in Q3 2024.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.