Rockefeller Capital Management
BSV icon

Rockefeller Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Rockefeller Capital 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 		$9.41M Buy
120,022
+24,643
+26% +$1.94M 0.02% 697
2025
Q4 		$7.52M Buy
95,379
+29,060
+44% +$2.29M 0.01% 752
2025
Q3 		$5.23M Buy
66,319
+13,991
+27% +$1.1M 0.01% 801
2025
Q2 		$4.12M Buy
52,328
+8,940
+21% +$699K 0.01% 866
2025
Q1 		$3.4M Sell
43,388
-2,905
-6% -$226K 0.01% 847
2024
Q4 		$3.58M Buy
46,293
+9,381
+25% +$728K 0.01% 821
2024
Q3 		$2.9M Sell
36,912
-11,136
-23% -$867K 0.01% 868
2024
Q2 		$3.69M Sell
48,048
-2,812
-6% -$215K 0.01% 792
2024
Q1 		$3.9M Sell
50,860
-28,723
-36% -$2.2M 0.01% 772
2023
Q4 		$6.13M Sell
79,583
-10,892
-12% -$824K 0.02% 591
2023
Q3 		$6.8M Sell
90,475
-35,416
-28% -$2.67M 0.03% 513
2023
Q2 		$9.51M Buy
125,891
+24,360
+24% +$1.86M 0.04% 443
2023
Q1 		$7.76M Sell
101,531
-34,000
-25% -$2.58M 0.03% 478
2022
Q4 		$10.2M Sell
135,531
-22,498
-14% -$1.69M 0.05% 354
2022
Q3 		$11.8M Buy
158,029
+45,845
+41% +$3.5M 0.06% 315
2022
Q2 		$8.61M Buy
112,184
+21,161
+23% +$1.63M 0.05% 382
2022
Q1 		$7.09M Buy
91,023
+28,146
+45% +$2.23M 0.03% 456
2021
Q4 		$5.08M Buy
62,877
+11,612
+23% +$944K 0.02% 532
2021
Q3 		$4.2M Buy
51,265
+12,219
+31% +$1M 0.02% 521
2021
Q2 		$3.21M Sell
39,046
-49,416
-56% -$4.07M 0.02% 588
2021
Q1 		$7.27M Buy
88,462
+57,679
+187% +$4.76M 0.05% 291
2020
Q4 		$2.55M Buy
30,783
+1,477
+5% +$122K 0.02% 458
2020
Q3 		$2.43M Buy
29,306
+3,751
+15% +$312K 0.02% 382
2020
Q2 		$2.12M Sell
25,555
-2,902
-10% -$240K 0.02% 383
2020
Q1 		$2.34M Sell
28,457
-3,740
-12% -$304K 0.03% 309
2019
Q4 		$2.6M Buy
32,197
+8,247
+34% +$666K 0.03% 302
2019
Q3 		$1.94M Sell
23,950
-7,514
-24% -$606K 0.03% 300
2019
Q2 		$2.53M Buy
31,464
+4,711
+18% +$376K 0.04% 220
2019
Q1 		$2.13M Buy
26,753
+22,448
+521% +$1.77M 0.03% 250
2018
Q4 		$339K Sell
4,305
-301
-7% -$23.5K 0.01% 362
2018
Q3 		$360K Sell
4,606
-2,331
-34% -$182K 0.01% 304
2018
Q2 		$542K Buy
6,937
+10
+0.1% +$781 0.01% 265
2018
Q1 		$544K Buy
+6,927
New +$544K 0.01% 264

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

Rockefeller Capital Management's BSV Position: Q1 2026 in Review

Rockefeller Capital Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 26% in Q1 2026, buying an estimated $1.94M and bringing the position to 120,022 shares worth $9.41M. The position accounts for 0.02% of the portfolio, ranked #697.

Rockefeller Capital Management first reported a position in BSV in Q1 2018 and has held it in 33 quarters since. The position peaked at $11.8M in Q3 2022. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Rockefeller Capital Management held 120,022 shares of Vanguard Short-Term Bond ETF worth $9.41M as of Q1 2026.
  • Rockefeller Capital Management bought 24,643 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $1.94M.
  • Vanguard Short-Term Bond ETF made up 0.02% of Rockefeller Capital Management's portfolio in Q1 2026, its #697 holding.
  • Rockefeller Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2018 and has held it in 33 quarters since.
  • Rockefeller Capital Management's Vanguard Short-Term Bond ETF position peaked at $11.8M in Q3 2022.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

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