Roble Belko & Company’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Roble Belko & Company’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	$147K	Hold	1,890	–	–	0.02%	154
2026 Q1	$150K	Hold	1,890	–	–	0.02%	142
2025 Q4	$150K	Hold	1,890	–	–	0.02%	141
2025 Q3	$149K	Hold	1,890	–	–	0.02%	121
2025 Q2	$149K	Hold	1,890	–	–	0.02%	123
2025 Q1	$148K	Hold	1,890	–	–	0.02%	117
2024 Q4	$146K	Buy	1,890 +897	+90%	+$69.6K	0.02%	119
2024 Q3	$78K	Hold	993	–	–	0.01%	146
2024 Q2	$76K	Hold	993	–	–	0.01%	148
2024 Q1	$76K	Hold	993	–	–	0.01%	154
2023 Q4	$76K	Hold	993	–	–	0.01%	142
2023 Q3	$75K	Hold	993	–	–	0.02%	131
2023 Q2	$75K	Hold	993	–	–	0.01%	126
2023 Q1	$76K	Hold	993	–	–	0.02%	135
2022 Q4	$75K	Hold	993	–	–	0.02%	140
2022 Q3	$74K	Buy	+993	New	+$75.9K	0.02%	135
2022 Q2	–	Sell	-307	Closed	-$24K	–	323
2022 Q1	$24K	Hold	307	–	–	﹤0.01%	211
2021 Q4	$25K	Hold	307	–	–	﹤0.01%	194
2021 Q3	$25K	Hold	307	–	–	0.01%	181
2021 Q2	$25K	Hold	307	–	–	0.01%	194
2021 Q1	$25K	Hold	307	–	–	0.01%	188
2020 Q4	$25K	Sell	307 -435	-59%	-$36K	0.01%	177
2020 Q3	$62K	Hold	742	–	–	0.02%	124
2020 Q2	$62K	Hold	742	–	–	0.02%	137
2020 Q1	$61K	Hold	742	–	–	0.02%	134
2019 Q4	$60K	Hold	742	–	–	0.02%	146
2019 Q3	$60K	Hold	742	–	–	0.02%	137
2019 Q2	$60K	Buy	+742	New	+$59.2K	0.02%	140
2019 Q1	–	Sell	-450	Closed	-$35K	–	313
2018 Q4	$35K	Buy	+450	New	+$35.1K	0.01%	124

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

Roble Belko & Company's BSV Position: Q2 2026 in Review

Roble Belko & Company held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 1,890 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #154.

Roble Belko & Company first reported a position in BSV in Q4 2018 and has held it in 29 quarters since. The position peaked at $150K in Q1 2026. 1,361 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Roble Belko & Company held 1,890 shares of Vanguard Short-Term Bond ETF worth $147K as of Q2 2026.
Roble Belko & Company left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.02% of Roble Belko & Company's portfolio in Q2 2026, its #154 holding.
Roble Belko & Company first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 29 quarters since.
Roble Belko & Company's Vanguard Short-Term Bond ETF position peaked at $150K in Q1 2026.
1,361 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.