Ritholtz Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Ritholtz Wealth 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	$332K	Sell	4,256 -1,870	-31%	-$146K	﹤0.01%	1005
2026 Q1	$480K	Buy	6,126 +11	+0.2%	+$866	0.01%	808
2025 Q4	$482K	Buy	6,115 +8	+0.1%	+$631	0.01%	731
2025 Q3	$482K	Hold	6,107	–	–	0.01%	691
2025 Q2	$481K	Sell	6,107 -530	-8%	-$41.4K	0.01%	656
2025 Q1	$520K	Sell	6,637 -404	-6%	-$31.4K	0.02%	578
2024 Q4	$544K	Sell	7,041 -260	-4%	-$20.2K	0.02%	539
2024 Q3	$575K	Sell	7,301 -1,525	-17%	-$119K	0.02%	523
2024 Q2	$677K	Sell	8,826 -695	-7%	-$53K	0.02%	442
2024 Q1	$730K	Sell	9,521 -3,148	-25%	-$241K	0.03%	438
2023 Q4	$976K	Sell	12,669 -2,040	-14%	-$154K	0.04%	326
2023 Q3	$1.11M	Sell	14,709 -1,187	-7%	-$89.5K	0.05%	249
2023 Q2	$1.2M	Sell	15,896 -1,918	-11%	-$146K	0.05%	227
2023 Q1	$1.36M	Sell	17,814 -150,165	-89%	-$11.4M	0.07%	192
2022 Q4	$12.6M	Sell	167,979 -783,033	-82%	-$58.7M	0.71%	22
2022 Q3	$71.2M	Sell	951,012 -53,446	-5%	-$4.08M	3.78%	3
2022 Q2	$77.1M	Buy	1,004,458 +77,775	+8%	+$5.99M	4.86%	3
2022 Q1	$72.2M	Buy	926,683 +35,284	+4%	+$2.8M	4.88%	3
2021 Q4	$72.1M	Sell	891,399 -12,705	-1%	-$1.03M	4.48%	5
2021 Q3	$74.1M	Buy	904,104 +105,599	+13%	+$8.68M	5.14%	4
2021 Q2	$65.6M	Buy	798,505 +45,651	+6%	+$3.76M	4.73%	6
2021 Q1	$61.9M	Buy	752,854 +33,829	+5%	+$2.79M	5.15%	5
2020 Q4	$59.6M	Buy	719,025 +31,793	+5%	+$2.63M	5.71%	5
2020 Q3	$57.1M	Buy	687,232 +17,767	+3%	+$1.48M	6.41%	4
2020 Q2	$55.6M	Sell	669,465 -8,373	-1%	-$692K	7.17%	4
2020 Q1	$55.7M	Sell	677,838 -9,223	-1%	-$749K	8.93%	3
2019 Q4	$55.4M	Buy	687,061 +36,357	+6%	+$2.93M	8.08%	3
2019 Q3	$52.6M	Buy	650,704 +43,142	+7%	+$3.48M	8.54%	3
2019 Q2	$48.9M	Buy	607,562 +57,938	+11%	+$4.62M	8.36%	3
2019 Q1	$43.7M	Buy	+549,624	New	+$43.4M	8.01%	3

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

Ritholtz Wealth Management's BSV Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 31% in Q2 2026, selling an estimated $146K and leaving 4,256 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Ritholtz Wealth Management first reported a position in BSV in Q1 2019 and has held it in 30 quarters since. The position peaked at $77.1M in Q2 2022. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Ritholtz Wealth Management held 4,256 shares of Vanguard Short-Term Bond ETF worth $332K as of Q2 2026.
Ritholtz Wealth Management sold 1,870 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $146K.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1005 holding.
Ritholtz Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2019 and has held it in 30 quarters since.
Ritholtz Wealth Management's Vanguard Short-Term Bond ETF position peaked at $77.1M in Q2 2022.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.