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Roan Capital Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Roan Capital Partners’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 		– Sell
-3,946
Closed -$309K – 80
2026
Q1 		$309K Buy
+3,946
New +$311K 0.29% 56

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Empower Advisory Group
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Roan Capital Partners's BSV Position: Q2 2026 in Review

Roan Capital Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2026, closing a stake of 3,946 shares — an estimated $309K sold.

Roan Capital Partners first reported a position in BSV in Q1 2026 and held it in 1 quarter. The position peaked at $309K in Q1 2026. 1,348 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Roan Capital Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Roan Capital Partners sold 3,946 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $309K.
  • Roan Capital Partners first reported a position in Vanguard Short-Term Bond ETF in Q1 2026 and held it in 1 quarter.
  • Roan Capital Partners's Vanguard Short-Term Bond ETF position peaked at $309K in Q1 2026.
  • 1,348 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Roan Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.