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 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 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

Richardson Financial Services's BSV Position: Q1 2026 in Review

Richardson Financial Services increased its Vanguard Short-Term Bond ETF (BSV) stake by 10% in Q1 2026, buying an estimated $23.7K and bringing the position to 3,255 shares worth $255K. The position accounts for 0.16% of the portfolio, ranked #134.

Richardson Financial Services first reported a position in BSV in Q1 2024 and has held it in 9 quarters since. The position peaked at $388K in Q3 2024. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Richardson Financial Services held 3,255 shares of Vanguard Short-Term Bond ETF worth $255K as of Q1 2026.
Richardson Financial Services bought 301 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $23.7K.
Vanguard Short-Term Bond ETF made up 0.16% of Richardson Financial Services's portfolio in Q1 2026, its #134 holding.
Richardson Financial Services first reported a position in Vanguard Short-Term Bond ETF in Q1 2024 and has held it in 9 quarters since.
Richardson Financial Services's Vanguard Short-Term Bond ETF position peaked at $388K in Q3 2024.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.