Richmond Brothers’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Richmond Brothers’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	$2.54M	Sell	32,400 -2,194	-6%	-$173K	1.69%	18
2025 Q4	$2.73M	Sell	34,594 -61,953	-64%	-$4.89M	1.73%	20
2025 Q3	$7.62M	Sell	96,547 -100,043	-51%	-$7.87M	4.81%	5
2025 Q2	$15.5M	Sell	196,590 -157,889	-45%	-$12.3M	10.13%	2
2025 Q1	$27.7M	Buy	354,479 +284,304	+405%	+$22.1M	17.54%	1
2024 Q4	$5.42M	Buy	+70,175	New	+$5.45M	3.48%	11
2022 Q4	–	Sell	-19,229	Closed	-$1.44M	–	22
2022 Q3	$1.44M	Buy	+19,229	New	+$1.47M	1.6%	12

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

Richmond Brothers's BSV Position: Q1 2026 in Review

Richmond Brothers reduced its Vanguard Short-Term Bond ETF (BSV) stake by 6.3% in Q1 2026, selling an estimated $173K and leaving 32,400 shares worth $2.54M. The position accounts for 1.69% of the portfolio, ranked #18.

Richmond Brothers first reported a position in BSV in Q3 2022 and has held it in 7 quarters since. The position peaked at $27.7M in Q1 2025. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Richmond Brothers held 32,400 shares of Vanguard Short-Term Bond ETF worth $2.54M as of Q1 2026.
Richmond Brothers sold 2,194 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $173K.
Vanguard Short-Term Bond ETF made up 1.69% of Richmond Brothers's portfolio in Q1 2026, its #18 holding.
Richmond Brothers first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and has held it in 7 quarters since.
Richmond Brothers's Vanguard Short-Term Bond ETF position peaked at $27.7M in Q1 2025.
1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Richmond Brothers's 13F filing for Q1 2026, filed 11 May 2026.