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Rockbridge Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Rockbridge Investment 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 		$3.88M Sell
49,457
-436
-0.9% -$34.3K 0.35% 29
2025
Q4 		$3.93M Sell
49,893
-3,960
-7% -$312K 0.37% 30
2025
Q3 		$4.25M Buy
53,853
+570
+1% +$44.8K 0.42% 29
2025
Q2 		$4.19M Sell
53,283
-1,249
-2% -$97.7K 0.45% 27
2025
Q1 		$4.27M Buy
54,532
+35
+0.1% +$2.72K 0.51% 27
2024
Q4 		$4.21M Buy
54,497
+65
+0.1% +$5.04K 0.54% 27
2024
Q3 		$4.28M Buy
54,432
+250
+0.5% +$19.5K 0.55% 26
2024
Q2 		$4.16M Buy
54,182
+3,750
+7% +$286K 0.59% 25
2024
Q1 		$3.87M Sell
50,432
-6,524
-11% -$500K 0.57% 26
2023
Q4 		$4.39M Buy
56,956
+6,698
+13% +$507K 0.67% 24
2023
Q3 		$3.78M Buy
50,258
+1,170
+2% +$88.2K 0.67% 26
2023
Q2 		$3.71M Buy
49,088
+90
+0.2% +$6.86K 0.65% 25
2023
Q1 		$3.75M Buy
48,998
+7,959
+19% +$603K 0.69% 24
2022
Q4 		$3.09M Sell
41,039
-5,218
-11% -$391K 0.63% 27
2022
Q3 		$3.46M Buy
46,257
+2,165
+5% +$165K 0.82% 23
2022
Q2 		$3.39M Sell
44,092
-13,369
-23% -$1.03M 0.74% 26
2022
Q1 		$4.46M Sell
57,461
-6,128
-10% -$486K 0.69% 28
2021
Q4 		$5.14M Buy
63,589
+14,962
+31% +$1.22M 0.76% 27
2021
Q3 		$3.98M Buy
48,627
+140
+0.3% +$11.5K 0.66% 30
2021
Q2 		$3.98M Buy
48,487
+8,499
+21% +$699K 0.68% 30
2021
Q1 		$3.29M Buy
39,988
+24,548
+159% +$2.03M 0.62% 29
2020
Q4 		$1.28M Buy
15,440
+191
+1% +$15.8K 0.26% 51
2020
Q3 		$1.27M Sell
15,249
-190
-1% -$15.8K 0.3% 46
2020
Q2 		$1.28M Buy
+15,439
New +$1.28M 0.33% 45

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rockbridge Investment Management's BSV Position: Q1 2026 in Review

Rockbridge Investment Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.87% in Q1 2026, selling an estimated $34.3K and leaving 49,457 shares worth $3.88M. The position accounts for 0.35% of the portfolio, ranked #29.

Rockbridge Investment Management first reported a position in BSV in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.14M in Q4 2021. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Rockbridge Investment Management held 49,457 shares of Vanguard Short-Term Bond ETF worth $3.88M as of Q1 2026.
  • Rockbridge Investment Management sold 436 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $34.3K.
  • Vanguard Short-Term Bond ETF made up 0.35% of Rockbridge Investment Management's portfolio in Q1 2026, its #29 holding.
  • Rockbridge Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • Rockbridge Investment Management's Vanguard Short-Term Bond ETF position peaked at $5.14M in Q4 2021.
  • 1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.