Robinson Value Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Robinson Value 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 Q1	$83.6K	Hold	1,066	–	–	0.05%	65
2025 Q4	$84K	Hold	1,066	–	–	0.05%	65
2025 Q3	$84.1K	Hold	1,066	–	–	0.05%	64
2025 Q2	$83.9K	Hold	1,066	–	–	0.05%	59
2025 Q1	$83.4K	Sell	1,066 -511	-32%	-$39.7K	0.05%	59
2024 Q4	$122K	Hold	1,577	–	–	0.08%	60
2024 Q3	$124K	Hold	1,577	–	–	0.08%	59
2024 Q2	$121K	Sell	1,577 -265	-14%	-$20.2K	0.08%	58
2024 Q1	$141K	Sell	1,842 -900	-33%	-$69K	0.09%	54
2023 Q4	$211K	Sell	2,742 -1,850	-40%	-$140K	0.14%	56
2023 Q3	$345K	Hold	4,592	–	–	0.26%	55
2023 Q2	$347K	Sell	4,592 -1,510	-25%	-$115K	0.25%	54
2023 Q1	$467K	Hold	6,102	–	–	0.36%	51
2022 Q4	$459K	Buy	6,102 +3,193	+110%	+$240K	0.4%	53
2022 Q3	$218K	Buy	2,909 +568	+24%	+$43.4K	0.22%	59
2022 Q2	$180K	Sell	2,341 -948	-29%	-$73K	0.17%	56
2022 Q1	$256K	Sell	3,289 -2,489	-43%	-$198K	0.2%	59
2021 Q4	$467K	Buy	5,778 +2,869	+99%	+$233K	0.38%	58
2021 Q3	$238K	Hold	2,909	–	–	0.21%	58
2021 Q2	$239K	Hold	2,909	–	–	0.19%	59
2021 Q1	$239K	Hold	2,909	–	–	0.2%	58
2020 Q4	$241K	Buy	+2,909	New	+$241K	0.23%	59
2019 Q4	$496K	Buy	+6,147	New	+$496K	0.47%	44
2019 Q2	$516K	Buy	+6,410	New	+$511K	0.49%	46
2018 Q3	$546K	Sell	7,003 -320	-4%	-$25K	0.5%	46
2018 Q2	$573K	Buy	7,323 +2,061	+39%	+$161K	0.52%	44
2018 Q1	$413K	Buy	5,262 +452	+9%	+$35.5K	0.38%	47
2017 Q4	$380K	Buy	+4,810	New	+$382K	0.33%	55

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

Robinson Value Management's BSV Position: Q1 2026 in Review

Robinson Value Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q1 2026 at 1,066 shares worth $83.6K. The position accounts for 0.05% of the portfolio, ranked #65.

Robinson Value Management first reported a position in BSV in Q4 2017 and has held it in 28 quarters since. The position peaked at $573K in Q2 2018. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Robinson Value Management held 1,066 shares of Vanguard Short-Term Bond ETF worth $83.6K as of Q1 2026.
Robinson Value Management left its Vanguard Short-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Short-Term Bond ETF made up 0.05% of Robinson Value Management's portfolio in Q1 2026, its #65 holding.
Robinson Value Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and has held it in 28 quarters since.
Robinson Value Management's Vanguard Short-Term Bond ETF position peaked at $573K in Q2 2018.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Robinson Value Management's 13F filing for Q1 2026, filed 5 May 2026.