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 Q2	$1.33M	Sell	17,107 -15,293	-47%	-$1.19M	0.69%	45
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 $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Richmond Brothers's BSV Position: Q2 2026 in Review

Richmond Brothers reduced its Vanguard Short-Term Bond ETF (BSV) stake by 47% in Q2 2026, selling an estimated $1.19M and leaving 17,107 shares worth $1.33M. The position accounts for 0.69% of the portfolio, ranked #45.

Richmond Brothers first reported a position in BSV in Q3 2022 and has held it in 8 quarters since. The position peaked at $27.7M in Q1 2025. 1,359 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Richmond Brothers held 17,107 shares of Vanguard Short-Term Bond ETF worth $1.33M as of Q2 2026.
Richmond Brothers sold 15,293 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.19M.
Vanguard Short-Term Bond ETF made up 0.69% of Richmond Brothers's portfolio in Q2 2026, its #45 holding.
Richmond Brothers first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and has held it in 8 quarters since.
Richmond Brothers's Vanguard Short-Term Bond ETF position peaked at $27.7M in Q1 2025.
1,359 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Richmond Brothers's 13F filing for Q2 2026, filed 11 Aug 2026.