Ritter Daniher Financial Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Ritter Daniher Financial Advisory’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	$119K	Hold	1,530	–	–	0.02%	211
2026 Q1	$120K	Hold	1,530	–	–	0.02%	205
2025 Q4	$121K	Hold	1,530	–	–	0.02%	204
2025 Q3	$121K	Hold	1,530	–	–	0.02%	182
2025 Q2	$120K	Hold	1,530	–	–	0.03%	116
2025 Q1	$120K	Hold	1,530	–	–	0.03%	112
2024 Q4	$118K	Hold	1,530	–	–	0.03%	108
2024 Q3	$120K	Hold	1,530	–	–	0.04%	106
2024 Q2	$117K	Hold	1,530	–	–	0.04%	105
2024 Q1	$117K	Hold	1,530	–	–	0.04%	105
2023 Q4	$118K	Hold	1,530	–	–	0.04%	105
2023 Q3	$115K	Sell	1,530 -46	-3%	-$3.47K	0.05%	102
2023 Q2	$119K	Sell	1,576 -194	-11%	-$14.8K	0.05%	94
2023 Q1	$135K	Hold	1,770	–	–	0.06%	78
2022 Q4	$133K	Hold	1,770	–	–	0.06%	84
2022 Q3	$132K	Hold	1,770	–	–	0.09%	77
2022 Q2	$136K	Hold	1,770	–	–	0.1%	73
2022 Q1	$138K	Hold	1,770	–	–	0.1%	72
2021 Q4	$143K	Hold	1,770	–	–	0.1%	72
2021 Q3	$145K	Hold	1,770	–	–	0.11%	68
2021 Q2	$145K	Buy	1,770 +240	+16%	+$19.7K	0.11%	65
2021 Q1	$126K	Hold	1,530	–	–	0.1%	67
2020 Q4	$127K	Buy	+1,530	New	+$127K	0.11%	63

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

Ritter Daniher Financial Advisory's BSV Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 1,530 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #211.

Ritter Daniher Financial Advisory first reported a position in BSV in Q4 2020 and has held it in 23 quarters since. The position peaked at $145K in Q3 2021. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Ritter Daniher Financial Advisory held 1,530 shares of Vanguard Short-Term Bond ETF worth $119K as of Q2 2026.
Ritter Daniher Financial Advisory left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.02% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #211 holding.
Ritter Daniher Financial Advisory first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's Vanguard Short-Term Bond ETF position peaked at $145K in Q3 2021.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.